Expand All | Collapse All

Creating PDF Reports

Creating a Transactional Level PDF


The Transaction Level PDF enables you to view and print individual transactions.

Note: To have the option to create a Transaction Level PDF, you must have selected Transaction Level PDF Printing or Batch Level PDF Printing on the A/R Advantage – Image Lockbox Setup form, used to select lockbox service options. Otherwise, the Trans PDF column does not display.

Preliminary step: Select the appropriate lockbox, date of work processed, and batch number page. For more information, see How to Log In and View Available Lockboxes and How to View Your Images of Work Processed.

  1. On the Batch number page, locate the appropriate transaction item in the list.
  2. To create a PDF at the Transaction level, click the link in the Trans. PDF column.
  3. A separate window opens and displays the following instructions: “Click on the link below to open the Acrobat PDF file.”
  4. To open the PDF file, click the link.
  5. A PDF with black and white images of the transaction is generated.
  6. The PDF includes the transaction level details and any images scanned for that transaction. Any additional data capture appears below the Transaction Level Details and the Envelope and Check Image. As needed, scroll to view more.
  7. Click the icons on the upper right side of the screen to Print or Save your transaction.

Note: With the standard option, images are available for 60 days. However, your images are available based on your subscribed retention period. Be sure to print or save images, as needed, within your retention period.

Tip: Multiple pop-up windows may have opened. To ensure you are able to view the PDF file, minimize or close all other pop-up windows.


Creating a Batch Level PDF Batch Level Images


Tip: Recommended Option.

The Batch Level PDF enables you to print all transactions processed with a batch. It also includes an interactive Table of Contents that enables you to easily navigate through the document.

Note: To have the option to create a Batch Level PDF, you must have selected Batch Level PDF Printing on the A/R Advantage – Image Lockbox Setup form, used to select lockbox service options.

To create a batch level PDF, complete the following steps.

Note: Preliminary step: Select the appropriate lockbox, date of work processed, and batch number page. For more information, see How to Log In and View Available Lockboxes and How to View Your Images of Work Processed.

  1. On the appropriate Batch Number page, locate the Batch number on the upper left side above the chart. If you have the option, the Printable Batch PDF link appears to the right of the Batch number. Otherwise, the space is blank.
  2. To create a PDF of the entire Batch, click the Printable Batch PDF link located above the chart on the upper left side.
  3. A separate window opens and displays the following instructions: “Click on the link below to open the Acrobat PDF file”.
  4. To open the PDF file, click the link.
  5. A black and white PDF of the batch is generated. All images associated with each transaction in the batch are available within this one PDF.
  6. On the first page, a list of all the transactions processed within the batch is displayed in the Table of Contents. You can easily navigate to any document by clicking the various links.
  7. To view a specific transaction, click a page number in the Page column. You will be taken to the first page within that transaction.
  8. The first page of the selected transaction displays. As needed, scroll to view more.
  9. To return to the first page, click the Back to Table of Contents link located near the top of the page.
  10. Click the icons on the upper right side of the screen to Save, Print, or Bookmark your transaction.

Note: With the standard option, images are available for 60 days. However, your images are available based on your subscribed retention period. Be sure to print or save images, as needed, within your retention period.

Tip: Multiple pop-up windows may have opened. To ensure you are able to view the PDF file, minimize or close all other pop-up windows. Be sure to close all pop-up windows when you are finished.