Financials Module: Email an Individual Financial Statement

Administrators can Email a Financial Statements directly to a Member from Cut Time through their Ledger Details Page or by selecting their Name on the Send Statements Page.

Sending a Financial Statement Through the Member's Ledger Details Page

1. Go to the Financials Module: Ledger Page.
2. Search for the Member you want to send an Individual Statement 
3. Click the "Details" button next to the member you are selecting
4. Click the "Email statement" button
5. Click the "Print ready version of the same Statement" button to Download an attachment file of the Statement.
6. Click the "Set/change default email address for statements" button to Send the Statement to a different email address than what is listed
7. Click the "Email statement" buttonOnce this has been completed, you will see a Successful Message.
8. 

*Note: Internet Explorer uses a .cfm file format by default.