Question
How can I manage the Annual Statements of Companies on my Company List?
Answer
Annual Statements can be managed from Menu > Corporate Messenger > Annual Statements.
- Viewed and Unviewed
- Sort and Filtering Options
- Tabs
- Annual Statement Status Column
- Reminders
- Signing Status
Viewed and Unviewed
Any Annual Statement that has not yet been viewed will be displayed as bold (as shown in the first table entry below)
Sort and Filtering Options
- Show: This will filter the list so that only the selected option will show
- Read and Unread
- Read
- Unread
- Archived
Note: Annual Statement that have been archived will only appear in the Archived view, regardless of their read status
- Sort by:
- Expected/Received date
- Account Manager: This will sort the Account Managers in alphabetical order, with "Unassigned" listed first.
- Search: This will filter this list by the entered Company name
- Date Range
- Account Manager: Only display Companies assigned the selected Account Manager
Note: Multiple Account Managers can be selected at a time, and "Unassigned" can be selected. - Unpaid & Unsent statements only: This will exclude any Annual Statements that have been both sent and paid. Annual Statement that have been sent but not paid (or paid but not sent) will still show when this option is ticked
Tabs
These tabs will filter the Annual Statement list so only the applicable Annual Statements under that tab will appear.
- All: Includes all Annual Statements, excluding Annual Statements that are Arriving Soon.
Note: Archived Annual Statements will only appear if "Archived" is selected from the "Show" dropdown - Arriving Soon: Annual Statement is expected to be received within one month.
- Burning: Annual Statements with a payment deadline approaching within the next 10 business days.
- Overdue: Payment deadline has already passed. Payment is overdue.
Annual Statement Status Column
- Arriving soon: If this status shows within the All tab this means the Annual Statement is due in the next 3 days.
- Received: Annual Statement has been received and has not yet been sent or signed.
- Sent: Annual Statement has been sent (either via email, DocuSign or download .eml), but has not yet been signed.
- Signed: Signing has been completed.
- Not Received: The Annual Statement has already been received outside of NowInfinity or is expected but has not yet been received. Selecting the "Not Received" icon will allow you to "merge", generating an Annual Statement. For more information on this status, see Annual Statement appearing in 'Not Received' status.
Reminders
The reminders column will show the number of sent and scheduled reminders for an Annual Statement.
Signing Status
If an Annual Statement has been sent for e-signing, this will show how many Signatories have signed.
If the Annual Statement has been downloaded via .eml or sent via email, the status will show as "Confirm Signing". Select "Confirm Signing" to update the signing status.
Once you have confirmed signing, the status is changed to 'Paper signed' and the Annual Statement status changes to 'Signed'.