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Administrator Guide
Last Updated: 2023-06-23
Print and Email Sponsor Statements

Print and Email Sponsor Statements

  • Enable email notifications and attachments on the
    Edit Tenant Setup - Notifications
     task.
  • Set up the contact information, sponsor contacts, and document options on the
    Edit Sponsor
     task.
  • Create sponsor statement print layouts for a company.
  • Configure the
    Customer Invoice Email Event
     business process and security policy in the Customer Accounts functional area.
  • Security:
    Reports: Customer Documents
     domain in the Customer Accounts functional area.
You can print sponsor statements for regular mail delivery and email them as PDF attachments to customers. The sponsor statement includes the company logo, signature, and financial messages that you set up on your business form layout and print layout.
  1. Access the
    Print Customer Statements for Sponsor
     task.
  2. Enter a
    Balance Forward Start Date
     to summarize balances on the sponsor account from the start date you enter.
    This field only displays when you select
    Balance Forward
     on the
    Create Sponsor Statement Print Layout
     task.
  3. Select the
    Group non Email Delivery Statements
     check box to group statements that don't have a bill-to contact email address in their profile.
  4. Select the sponsors that you want to print and email statements for.
  5. Click
    Refresh
     until Workday generates the statements.
  6. Click
    Email Customer Statements
     to send the statements to your sponsors.
You can print sponsor statements for regular mail delivery. Workday routes the sponsor statements to the
Customer Invoice Email Event
 business process for review and approval before emailing them.
To view the print and email request status, access the
Find Customer Statement Print Runs
 report.