This article shows how to deal with day-end warnings and statement distribution within GhostPractice

Understanding statement distribution warnings is crucial for maintaining the reliability of your GhostPractice legal practice management system.

If you have encountered a day-end warning about statement distribution failure, this article will guide you through the checks and solutions, ensuring efficient handling of client statements and optimal system performance.

Identifying Distribution Failures

When a statement distribution fails, verify whether the issue is related to printing or emailing client statements.

The system will retry distribution automatically during the next day-end process. Pinpointing the cause early helps maintain trust and compliance for your law firm's document automation and distribution processes.

Reviewing Statement Generation

• Access the Reports Module to view reports.
• Switch the filter from ‘Adhoc’ to ‘Stored Reports.’
• Select ‘Statement’ to review all client statement records.
• If the statements display and you can open them,  Statement Generation was successful

System Health Checks

• Verify System Status and review the day-end tab for any unresolved warnings.
• Check the search and scheduler settings for pending tasks.
• Confirm that recent database backups succeeded without errors.
• Validate the statement tab for outstanding or failed distributions.

Managing and Troubleshooting Statements

• Unflag unwanted client statements in the statement distribution tab if no longer required.
• Refresh the system to update distribution statuses.
• Run the Period End Messages report for additional context on distribution warnings.
• Identify if the statements that failed to distribute were set to email or print.
  • If email, then ensure the SMTP settings are correct and working
  • If set to print, then ensure a printer is set up in the Practice setup and the user has sufficient access rights to the statement printer.

Ensuring Reliable Statement Delivery

Timely response to statement distribution warnings upholds the integrity and reliability expected from Dye & Durham solution. By regularly monitoring your distribution workflow and system health, you can seamlessly address and resolve any statement delivery challenges, supporting your legal practice’s efficiency and client satisfaction.