Generating statements and publishing transactions

One of the final steps in the process is turning payee summaries into statements (more on summaries vs. statements here).

Publishing a statement also publishes related transactions. Payees will have access to their statements and all published transactions.

When generating, you can choose whether or not to notify payees about their new statement and published transactions.

You can also delete, archive, or replace (archive and re-generate) any statement at any time.

Note! Deleting a statement does not unpublish related transactions; to unpublish transactions, navigate to the Transactions page within the statement and select "Unpublish" from the Actions drop-down menu. Further detail on this process can be found in the Actions section of this doc.

There are two ways to publish statements:

in bulk, via the Period Dashboard
one-at-a-time, via the Payee Summary

To publish statements in bulk:

Navigate to the Period for which you're bulk generating statements (Royalties -> Period -> select the period)
Click the Generate Statements button in the top left of the screen
You will be asked to confirm, alerted that generating statements publishes related transactions, and given the option to notify payee users

Second note! If one or more statements have already been generated for the period, you'll be presented with additional options when confirming: generate remaining statements only; archive existing statements and generate a complete set; delete existing statements and generate a complete set.

To publish statements one-at-a-time:

Navigate to the Payee Summary for which you're generating a statement
Click the Generate Statement button in the top left of the screen
You will be asked to confirm, alerted that generating statements publishes related transactions, and given the option to notify payee users