Product Statement Defaults

• Statement Defaults can be set either in the System Main Menu or on a Product level, if not set on the Product level the System Defaults will be used
• The process for setting up statement default on System Main Menu or on a Product level is the same
• To access setting up System Statement default refer to Statement- and Combined Statement Defaults
• More information on accessing Investor Statements

To access Product Statement Defaults, from the main menu select System -> (1)Products, and select the product to change

From the Product (1)More Actions select (2)Statement defaults

Deselect the “Use defaults on configuration” (1)tick box, indicating that you want to set up custom statement defaults for this product

Follow the same procedure as outlined in setting up Statement- and Combined Statement Defaults

Last Updated on 7 years ago by Antoinette Van Meyeren