The batch management feature of iXpert is used to print or export accumulated Compliance and Delinquency print jobs for the selected Global Property or if no Global Property is selected, all selected properties in the Property Selection list.
Setup iXpert Batch Management:
To move Compliance and Delinquency print jobs into iXpert go into SETUP | Configuration Group | Program Options.
1. Within the Information Xpert area, click the Compliance and / or Delinquency Letter checkbox, which tells VMS to batch printed letters when processed.
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The Adjustment and Lockbox Report selections manage the automatic print operations that occur when a user posts an adjustment through AR, GL and Lockbox. Defining Information Xpert as a selection will cause the PDF reports to be automatically added as a digital document to the Property Notes area. |
How to use the iXpert for Batch Management:
Once something is processed in Compliance or Delinquency, the system creates a batch entry for each printed letter. Do the following to print the posted batches.
1. Select the desired properties to search using the Property Selection dropdown button and checking the desired properties or double-click a property to set it as the Global Property, which shows only batches for the property selected. Press the dropdown button or close button 
located in the list windows at the bottom, left to close the selection box.
2. Define filters to narrow your search
a. Select an Employee if you know another user who processed the letters.
b. Select a Date range if you want to narrow it down to information within a certain time frame. By default, the system will show every possible date range.
3. Once filters are selected, click the Compliance or Delinquency radial button.
4. Click the binoculars button, 
next to the Find area. The system will show all available batches for each property in the Areas tab and all letters for each batch in the window pane on the right (click the View to preview a letter).
5. With the list of retrieved records, use the Find box to filter information within the grid, if desired. If the Find tool is not shown, select any row in the grid and press Ctrl-F, which shows the Find box:
6. Use the Quick Access Toolbar Select All button 
to mark every item in the grid (uncheck the letters if not needed), then use one of the other tools to manage the batch:
a. Combine - Merge all documents selected into one PDF
b. Export - Save the selected files on the workstation
c. Print - Send all files selected to the printer
d. Email - Attach all files in an email
7. Once the batch is printed or exported, click the Delete button 
in the Quick Access Toolbar to delete all items from the batch.
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Deleting a batch does not delete the original letters from the system. Batches can always be reprinted by using the Research operation of iXpert. |