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To expire e-statement requests for groups of accounts, you must first run batch menu no. 1632, Owner Changes on E-Statement Accounts Report, then use the Batch Expiration tab of the E-Statement Requests screen.

User Entitlements:

The following user entitlements are part of the Manage E-Statements task. This task is part of ACT's Cashier1, CashierNo2, and Head Cashier jobs. If your tax office uses customized jobs, you should add this task to one or more of these jobs and assign it to the appropriate users.

E_STATEMENTS: View the E-Statement screen.

E_STATEMENTS_UPDATE:  Ability to expire requests, update the Bad Address flag, and add new requests on the E-Statement screen. Without this entitlement the words 'Read Only' appear at the top of the screen.

1. From the Main Menu, select Update, then E-Statements. All existing e-statement requests for your tax office will be displayed.
2. Click the Batch Expiration tab.
3. Click Load Request Seq.
4. Enter the batch request seq. no. from when you ran batch menu no. 1632.
5. Click Okay.
6. For each account having different owner names when the comparison was done on batch menu no. 1632, the current and previous owner names are listed, along with the original request year, original request date, and expiration date (if any). The Expire box is automatically checked.
7. If you want to expire just some of the accounts shown, uncheck the Expire column for those not being expired.
8. Click Expire Selected. The Expiration Date column is populated with the current date. The changes are saved automatically.