The Email Statements Options window is accessed by clicking the Options button in the Email Statements window. This window allows you to filter the records displayed in the Email Statements window. The following options are available:

Client Enter a client ID, multiple client IDs using the Multiple button, or a range of client IDs in this section to filter the records displayed in the Email Statements window.
Timekeeper Enter a timekeeper number or a range of timekeepers to filter the records displayed in the Email Statements window according to the client's assigned Primary Timekeeper.
Statement Date Enter a statement date or date range to filter the records displayed in the Email Statements window by the date of the PDF statements attached to the email messages.

 

The OK button closes the window and displays the information for the settings specified.

The Cancel button closes the window without changing the information displayed in the Email Statements window.

Note: The "Client" and "Timekeeper" terminology can be changed in Customization. This terminology is used on all menus, windows, and reports. However, the labels "Client" and “Timekeeper” are used in all documentation.