Generate Preliminary Report

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†  To generate a Preliminary Report/Request for Funds

1.Click the Generate button at the right of the Preliminary Report/Request for funds document type.

The Generate Preliminary Report/Request for Funds window is displayed.

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2.Select the Direct Deposit Account.

clip_note   By default, the Financial Institution you have previously entered in the Funding Info section is selected. If you enter more than one Financial Institution and if the Favorite box was not checked for any of them, than the first financial institution displayed in the list will be selected by default. You can modify your choice by selecting another Financial Institution.

3.Click the Generate button.

The document is generated and the information which is merged is always based on the relevant file data. The name of the generated document appears automatically below the document type Once generated, you can open the document to view, modify or print it.