Statement Billing
This Job Aid shows how to: Review and Manage Department Billing information Search for the Department Billing Profile (DBPRO) for your Department Make limited changes to the Department Billing Profile Table View Comptroller-controlled fields for Statements on (DBPRO) View Department-controlled fields for Statements on (DBPRO)
Review and Manage Customer Statements Locate a Statement for your Customer on the Statement Table (STMTQ) Change the Print Status of a Statement on the Statement Table (STMTQ) Review History of Statement for your Customer on the Statement Print History Table (STMHS)
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Statement Billing
To view a Department Billing Profile entry To modify DBPRO contact information
Step 1 - From the Home Page Click Search in the Secondary Navigation Panel Click Page Search
Step 2 - From Page Search EITHER Type department billing profile in the Description Field OR Type DBPRO in the Page Code Field
Click the Browse link
Step 3 - From the Page Search Grid/Scalar Click the Department Billing Profile Table in the Grid/Scalar
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Statement Billing
Step 4 - From the Department Billing Profile Click Search just above the General Information section
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Statement Billing
Step 5 - From the Search pop-up window Type [3 character Department Code] in the Department Field OPTIONAL Type S in the Billing Type Field
Click Ok
Note: Narrow the search by specifying as much information as possible in the search window Step 6 - From the Department Billing Profile – Grid/Scalar Click the row of the desired Billing Profile
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Statement Billing
Step 7 - From the Department Billing Profile The row you selected is highlighted You can use the Expand All Arrow to view all information on your listing
Step 8 - From the Department Billing Profile The Organization/Contact Information section is the only part of the Department Billing Profile that departments can change. Also, a Department cannot change the Pay To Field. Contact the Comptroller’s Office for changes to this field. Change the desired information Click the Save link You can view but not change the Options and Controls section and the Payment Plan Options section
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Statement Billing To View and Query Statement Status
Step 1 - From the Page Search page Type STMTQ in the Page Code Field Click Browse
Step 2 - From the Page Search Grid/Scalar Click the Statement link
Step 3 - From the Search Pop-up Window Type [12-character Customer ID] in the Customer Field Type [20-digit Doc ID] in the Doc ID Field Click Ok
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Statement Billing
Step 4 - From the Statement Grid/Scalar When sending a replacement statement: Click the Drop Down Arrow next to the Print Status Field and select Replacement Pending Click Save Note: To view the history of Invoices for your Customer on the Invoice Print History Table (INVHS), click the Print History link
To View Statement Print History Table (STMTHS)
Step 1 - From the Home Page The Statement Print History Table shows the number of forms, Date Printed and Bill Sent to for Statement customers. EITHER Start from the Secondary Navigation Panel, Page Search OR Click the Print History link at the bottom of the Statement page
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Statement Billing
Step 2 - From the Statement Print History Table Shows all statements produced, original and replacement
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