Onyx User Training Manual

Letters & Notices

Administration: Letters & Notices Interface

Letters & Notices: Generating Notifications

1. Select Letters & Notices from the Administration expand arrow. 2. Select Notification Type and Tax Year if applicable.

Prior to generating Letters & Notifications you should always run the SSRS Address/PEO/SOA reports.

3. Click the “ Preview ” button.

After previewing the notification, you can send it out by clicking the “Submit” button in the Notifications Tab. If there are errors during previewing, the “Submit” button will not be enabled. The “Cancel” button is used to cancel the process and is clickable at anytime (including if the “Submit” button is enabled).

4. Click the “ Submit ” button.

Correspondence that needs to go to multiple Debtors should be done through the Administration: Letters & Notices module.

Correspondence that needs to go to a single Debtor should be done through Debtor module.

Correspondence that needs to go a receivable should be done through Accounts Receivable module.

Errors are displayed for Statement of Accounts if the recipients have invalid/incomplete primary mailing addresses.

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