Managing statement group codes
Your agency has the option of putting transaction codes into groups to meet your agency's specific needs. The groups can be large or small; they print at the top of the client statement. Some examples of statement group codes are:
- All transactions concerning court costs
- Specific transaction codes concerning forward payments
- Two or three often used adjustment transaction codes
To set up and use statement group codes:
- Enter a letter from A to Z in the Statement Break Group code field of a transaction code to designate each group. For more information, see Configuring flexible transaction codes.
- In each Client Control Record, enter the codes each client uses.
Assign statement group codes to a client immediately after Month-End and before any posting takes place so that all transactions belonging to a group are accounted for. The exception to this is for balance forward transaction group codes, these should be assigned before Month-End because group codes are assigned to new balance forwards at Month-End.
When one of the transaction codes in a statement group code is entered in a Client Control Record, all transactions in that group display at the top of the client's statement. If two or more groups are entered, the statement lists the groups in the ordered entered. For example, if you specify ACB in a Client Control Record, the transaction codes in group C will print and subtotal on the statement after those in group A and before those in group B.