For information on scheduling your monthly Statement of Account, see the Using the PaymentNet Application FAQ #8: How can I schedule my Statement of Account to run automatically?
• How can I schedule a Statement of Account to run automatically? From the PaymentNet Home Page, select [Reports > Create]. From the Report List, select Statement of Account. On the Report Detail Screen: • Enter a new name for your scheduled report in the Name field • Select Adobe PDF from the Report Format drop-down box • Click the check box to Schedule your report • Select Cycle from the Frequency drop-down box • Select Purchasing Billing Cycle from the Cycle drop-down box • Click “Save” IMPORTANT NOTES ON ENTERING CRITERIA: If your have the role of Cardholder (and no other) in PaymentNet, you do not have to enter any information in the Criteria or Hierarchy sections of the Report Detail Screen. Individuals, who have the Transaction Approver, Manager, or Auditor roles, MUST enter information in the Criteria and/or the Hierarchy sections of the Report Detail Screen to avoid running reports for their entire area(s) or responsibility. Use the down arrow and plus buttons to add Criteria
Related Questions
- For information on scheduling your monthly Statement of Account, see the Using the PaymentNet Application FAQ #8: How can I schedule my Statement of Account to run automatically?
- Can I run a ColdFusion application and an ASP.NET or a PHP app on the same hosting account?
- Can I run a ColdFusion application and an ASP.NET or PHP app on the same hosting account?
