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Working with Account Statement Template Merge Fields (Admin)

When creating your account statement email and document templates, you can use merge fields to add variable information (or information that changes) to the correspondence. For example, your account statements should include names, dates, and amounts, and this information should be current at the time you generate the document or email message.

TIP:  For more information on setting up templates and using merge fields, see these help articles: Document Templates Overview and Merge Fields Overview.

 

Accessing and Using Merge Fields

To access the merge field list:

  1. In Actionstep Practice Management, go to Admin > Document assembly. The Document Assembly page appears.
  2. Click Manage for the Merge field list item. The Merge Field List page appears.
  3. Click the Filter drop-down list. The List Filters window appears.
  4. Click the Data Source drop-down list and choose Debtor statement or Debtor statement item.
  5.  Click Submit. The Merge Field List is updated with the merge fields available for that data source.
  6. Review this list and identify the merge fields you want to use in your template.

 

Supported Merge Fields

The following Debtor Statement merge fields can be used at the header level of the statement:

Merge Field Name Description
DebtorStatement_StatementDate 'As of date' used to generate the account statement
DebtorStatement_TotalOutstanding Total amount outstanding, excluding unallocated payments
DebtorStatement_TotalCurrentGroup Total amount outstanding for the aging group 'Current'
DebtorStatement_Total31To60Group Total amount outstanding for the aging group '31-60'
DebtorStatement_Total61To90Group Total amount outstanding for the aging group '61-90'
DebtorStatement_Total90PlusGroup Total amount outstanding for the aging group '>90'
DebtorStatement_MatterIds Prints a comma-separated list of all matter IDs present in the statement
DebtorStatement_TotalAdvancedByFirm Total amount of advanced funds by firm
DebtorStatement_GrandTotal This is equal to TotalOutstanding + TotalAdvancedByFirm
DebtorStatement_PaymentTerms Printing payment terms as specified in client profile

The following Debtor Statement Item merge fields can be used at the detail level of the statement (line items):

Merge Field Name Description
DebtorStatementItem_AmountPaid The invoice or credit note paid amount
DebtorStatementItem_BalanceDue The balance due on the invoice or credit note
DebtorStatementItem_Date The invoice date or credit note date on the invoice or credit note item
DebtorStatementItem_DueDate The invoice or credit note due date
DebtorStatementItem_MatterId The matter ID associated with the invoice or credit note
DebtorStatementItem_Reference The invoice or credit note reference 
DebtorStatementItem_TotalInclusive The invoice or credit note total inclusive amount
DebtorStatementItem TotalAdvancedByFirm The total amount of advanced funds by the firm
DebtorStatementItem_MatterDescription The matter description associated with the invoice or credit note

 

Additional Resources:

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