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Ordering a statement in Bill Analyst

After you order a billing statement, you can tell us you want to be notified when it's ready. If you do, we'll send you an email when the statement is ready. We recommend you order reports rather than viewing them because most likely all of the data will not be visible on your screen.

To order a statement:

  1. From the main menu, select Billing > Invoice Management. 
Invoice Management
  1. From the list of accounts, click the blue hyperlink for the account you want to work with.
Hosted Bill Analyst
  1. Click the Statements tab.
Manage Statements
  1. Select the checkbox next to the account you want to order a statement from, then click Order Statement.
Order Statements and Related Documents
  1. In the Order section, from the Bill Date list, select the month of the statement you want to order.
  1. In the Frequency section, select how often you want the report to be generated by doing one of the following:

    • To order the report only one time, select the One-time radio button.

    • To order the report every month, select the Monthly On day...of every month radio button, then from the list, select the day you want the report generated.
  1. In the Order Format section, select the format you'd like to receive your report in by doing one of the following: 

    • To receive a report in a portable document format, select the PDF radio button.

    • To receive a report in an editable Excel spreadsheet, select the CSV radio button.

    • To receive a report in Extensible Markup Language, select the XML radio button.
  1. In the Order Delivery section do one for the following:

    • To receive a notification by email when your order is complete, select the Notify me by e-mail when my order is complete radio button.

    • For you and your colleagues to receive a notification by email, do one of the following:

      • To receive a link to download the report without logging into the application, select the Notify me and any additional recipients below by e-mail, and include a link to download the order without logging into the application radio button.

      • To receive the report as an attachment in the email, select the Notify me and any additional recipients below by e-mail, and attach the completed order. Files exceeding 2MB will not be attached radio button.

      • To send the order to your SFTP location, select the Notify me and any additional recipients below by e-mail, and send the order to the selected SFTP location radio button, then from the SFTP Locations list, select the SFTP destination. Before you can select this option, you first need to add an SFTP location to your account.

      • Type the email address for each colleague who needs to be notified when your order is complete in the Send Additional Notifications To field.
  1. Click Submit Order.

    Bill Analyst processes your request. Depending on the delivery option you selected, Bill Analyst notifies you when the report is complete. If you didn't select to receive the file by email, you can retrieve and download your report. If you created a recurring order for a report, you can also edit the order or delete the order later as your reporting needs change.

Note: You can change your preference whether Bill Analyst sends HTML‑ or text‑formatted emails.