How to mail statment in expert

To mail a statement in Expert, you can follow these steps:

Method 1: Using the Expert Software

1. Open Expert and navigate to the "Statement" tab.
2. Select the statement you want to mail by clicking on it.
3. Click on the "Mail" button located at the top of the screen.
4. Enter the recipient's name and address in the "To" field.
5. Choose the mailing method: "Email" or "Print and Mail".
6. If you choose "Email", enter the recipient's email address and a brief message (optional).
7. If you choose "Print and Mail", Expert will print the statement and you can mail it manually.
8. Click "OK" to send the statement.

Method 2: Using the Expert Report

1. Open Expert and navigate to the "Reports" tab.
2. Select the "Statement" report from the list of available reports.
3. Customize the report as needed (e.g., select the statement period, include/exclude certain accounts).
4. Click "Run" to generate the report.
5. Expert will generate a PDF file containing the statement.
6. You can then print the PDF file and mail it manually.

Tips

• Make sure you have the correct mailing address for the recipient.
• You can also use Expert's built-in email feature to send statements electronically.
• If you need to mail multiple statements, you can use Expert's batch mailing feature to simplify the process.
• Always check the recipient's email address or mailing address to ensure accuracy before sending the statement.