Note: This option is only available if the Receipt Allocation by Invoice option is selected for the client.

The Statement Options section is used to select if the fee compensation rule will be limited to a specified statement date range.

All Statements When this option is selected, the fee compensation rule will apply to any payment allocations occurring after the rule has been created. The rule will not apply to any payment allocations that have occurred before the rule was created. If you want the rule to apply to a previously allocated payment, you will need to go through the steps to change payment allocations after the rule is created.
Statements Dated mm/dd/yyyy through mm/dd/yyyy

When this option is selected, the fee compensation rule will only apply to payment allocations for statements updated with a statement date within the specified statement date range. The button can be used to open a Calendar window that allows you to select a specific statement date.

The rule will not apply to any payment allocations that have occurred before the rule was created. If you want the rule to apply to a previously allocated payment, you will need to go through the steps to change payment allocations after the rule is created.

Note: The ending date must be greater than or equal to the beginning date.

Note: When both Statement Options and Receipt Options are specified for a rule, all criteria in these areas must be met in order for the rule to apply.

Note: Fee compensation rules that include a statement date range can only be defined for clients whose Receipt Allocation by Invoice check box is selected.