Node Statements

Automated Statements

  1. Synapse generates statements by the 15th of the following month

  2. Display statements for each node

    1. Month & Year

    2. Link to PDF

Notes:

  • Synapse generates statements on a monthly basis

  • Statements are available on the 15th of every month

  • Users must be notified when statements are available

Custom Statements

  1. Synapse generates statements by the 15th of the following month

  2. Pull statement data from json objects

  3. Generate statement PDF

  4. Save PDF in online file storage

  5. Display statements for each node

    1. Month & Year

    2. Link to custom PDF

Notes:

  • Custom Statement design must be pre approved by Synapse Compliance team

  • Synapse generates statements on a monthly basis

  • Statements are available on the 15th of every month

  • Users must be notified when statements are available

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