| Investor's WorkStation Help |
| Billing Center Bill Letter Template |
| The Billing Center Template may be modified simply by making changes and by closing the Bill Template to save those changes. Modify the original and future changes and close to save those changes. Additionally, if you wish to add a new entry to show Include Other Amount as entered at Define Bill Groups with description and dollar amount as part of the text of the bill follow these steps. Enter the template. Modify as shown or click on the (Full Screen) arrow to enlarge the template Window.
Enter the cursor where you wish to enter the text. Keeping the illustration simple, start with typing "The," then select "Insert Expression" (the description as entered @ Define Bill Groups), then type "in the amount of," then "Insert Expression" (the dollar amount), and then end the sentence with (for example) is included in the Assets Under Management Table above. The steps are detailed below:
With the cursor at one space after "The," click on Inset and select 4D Expression...
Click on the Expression tab.
Type in billInclOtherDesc for the Description @ Bill Groups and click OK. The field will be entered in the template. Click one space and enter in the amount of as text in the template. Click one space..
Type in billInclOtherAmt as the expression and select the proper field Format for the dollar amount. Click OK.
Click OK and the dollar amount filed will be entered. Complete the sentence as you like.
Problem, if there is no Include Dollar Amount there will be a blank for the description and $0.00 for the amount and the remainder of the sentence as entered.
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