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How much time do you spend collating your checks with your statements? Pak Accounting can complete this task for you. All you need is a multi-tray printer and with a flip of a company option Pak Accounting will collate the statements for you during your Revenue/Billing cycle!

Turn on the collate option, "Collate Owner Checks and Stmts," located in the Revenue/Billing Company maintenance on the Checks/Stmts tab. You have two options for collating: collate the checks at the beginning or collate the checks at the end. This can be used whether you have a folding machine that will fold the checks/statements for you or if you are the folding machine. If you are folding the checks/statements to stuff into the envelops, then select the "Yes- Print Checks at the Beginning" and if you have a folding machine then select the "Yes-Print Checks at the End."

Once you have this setting, the check print section, "Write Checks," during your cycle will have a new option to select the print checks and statements to separate Bin/Trays. If you select this option, you will have to tell the system which tray is the check tray and which is the statement tray. That way you can load check stock in one and paper in another and not have to change them out.

Sorting and Envelope stuffing
Do you spend time sorting out your statements into stacks that will fit into small window envelopes, mid-size window envelopes, and then large window envelopes for the cost effectiveness of postage? The system has the option to sort your statements for you. This will allow you to just pick the statements up off the printer and be able to see with ease which ones will fit in which envelopes. What you’ll see in the lower left hand corner is a small # that will tell you how may pages in total are for that owner. It will sort all owners with 1 page together, then 2 pages together and so on. This option can be used with the collate option or without, your choice.

Turn on the "sort by # of Pages" option located in the Revenue/Billing Company maintenance on the Checks/Stmts tab. Change the "Check Printing Sorting Sequence" to Sort by # of Pages using the drop-down menu.

You will not see anything different on your cycle other than how the statements are printed. You will see a number in the lower left corner stating how many pages are for each owner. Ordering envelopes from Pak Accounting's Forms Department will maximize your postage because we have tested how many pages fit in which envelope according to the U.S. Postal Services standards.

The PakEnergy Accounting Forms department can help you with anything you need. Contact our Forms Department today!

Duplexing Statements
Another cost savings option is to duplex your statements. Please see Duplex Printing for more information.

 

Also see Folder Transfer/Compare if needing to transfer files between WPA and a local folder.