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Add-On Module Overview

Electronic Statements

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INTRODUCTION:


The Electronic Statements Module creates individual PDF reports for each party or account. These files are then available for emailing directly to statement recipients or accessing online.

FUNCTION:


When you run the program to create statements, you can set the delivery method to individual PDF, paper or both.

If you use ticklers to schedule statements, this choice can be made one time and apply automatically each month or quarter.

The module includes two ways to use email in the delivery of electronic statements:
 
  1. You can choose to send an email with a notification that statements are available by logging into TNETonline or your website.
     
  2. You can also choose to attach the PDF file directly to the email. If your email service does not already have an enterprise-wide encryption capability, we can share some options and help you decide which would work best for your office.

BENEFITS:


   The Electronic Statements Module adds value to the core system by …

   
 
  • reducing postage, paper and printing costs for statement delivery.
     
  • providing faster delivery of statements.
     
  • reducing filing time and storage space compared with paper statements.
     
  • offering easy electronic filing of statements for your customer.
     
  • enabling a more environment-friendly operation.

COMPLEMENTARY MODULES:


 
  • TNETonline allows your customers to access their electronic statements online.
     
  • Premium Landscape Statements offers the option to deliver statements by email.
    (This will be the next phase of the module to become available.)
     
  • Document Imaging allows easy lookup of statements produced and automatically filed by PDF Statements for each account or group. (The connection to Document Imaging is a future enhancement.)

04/2010