Clearing flags

Menu 4.10

Use this option to clear flagged transactions that display when statements are printed. If you want to reprint a statement, clear the flag first.

We recommend you clear the flags and print the statement immediately. If you clear a flag without reprinting the statement, you will not be able to run Month-End.

Errors also display if you print invoices, post the payments, clear the flags, and then reprint the invoices. As a result, the invoice may display as unapplied cash. If this happens, contact your Finvi Support representative.

To clear flags:

1. From the Master menu, navigate to Trust Activity > CU*Invoice/Statement (menu 4.10).

   

2. In the Statements window, select Clear Flags, and press Enter or click Ok.
3. In the Enter Client Number(s) Separated by a Semicolon window, do one of the following:
   • Type the client numbers, separating each with a semicolon, and press Enter or click Ok.
   • To include all clients, accept ALL by pressing Enter or clicking Ok.
   • To use a Get-List or Select statement, type the statement, and press Enter or click Ok. For more information, see Working with Recall.

   A summary of the transactions cleared displays.