Summary

After completing the Generate step you can view and edit which accounts will be receiving SA Letters before printing.

Step by Step

1     Edit the Letters.

• Open the Edit Letters window (SA> Letters> Edit).
• The Edit Letters window will display all of the assessments that will be included in the letters batch. Assessments are included based on the filter criteria established on the Generate Letters step. Individual assessments can be removed from the batch by checking an assessment toggle an clicking DELETE.
• Click the Submit button when finished.

2     Print the Letters.

• Open the Letters window (SA> Letters> Letters).
• The Form drop-down menu is used to specify which form letter will be printed.
  • Forms are created and maintained on the Form Maintenance window (SA> Maintenance> Form).
• The Transaction Date field will populate with the value specified on the Generate step.
• The format and information included on the printed letters is determined by which Form is selected.
• Once the required report settings have been specified, click the Print Word button   to print the Word merge letters.

3     Print the Amortization Schedule.

• The Amortization Schedule step is used to generate an amortization schedule report for each of the assessments included in the batch. If you have already generated the letters, this is an optional step.
• Open the Amortization Schedule window (SA> Letters> Amortization Schedule).
• Once the required report settings have been specified, click the Print button to print your report.
• Click the options arrow on the right side of the Print button to see other print options.
  • Select PDF to print the report in the default Springbrook format.
  • Select Excel to export the report data to an Excel spreadsheet as unformatted data.
  • Select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
• Click the Schedule icon next to the Print button in order to schedule the report to generate at a later date and time.
  • Enter a Date and Time to generate the report and click SUBMIT.
• The report will display the amortization schedule for each assessment included in the batch. The Assessment Number, Customer Number, Customer Name, Tax Lot, Service Address, Principal Balance, Projected Interest to be Paid, Total Interest Paid, YTD Interest Paid, and Projected Payoff Date will be displayed for each included assessment.

4     Commit the Letters batch.

• Open the Commit Letters window (SA> Letters> Commit).
• Click the Continue button or press ENTER to commit the batch.  If you click the Cancel button  , you can still commit the batch via the Commit button  .
• Committing a letters batch will create a Letter row on the Assessment Maintenance window (SA> Maintenance> Assessment> History tab). Committed letters batches will display in black while uncommitted batches will display in red.