Outreach (County) Staff Daily Transmittal Steps

Outreach (County) Staff Daily Transmittal Steps:

1. On the Finance screen, select “Transmittals”.
2. Select “Create New Transmittals”.

1. Start Date: “Today’s Date”
2. End Date: “Today’s Date”
3. Office: “Your Office” (The county/office where you took applications today.

Note: Do not select “All Offices” when creating transmittal batches.

              4. Click “Create”

3. On the Search Transmittals Screen, you will see transmittals created for today within your selected county.
4. Select “View Report” for the batches you want to print. Batches must be opened individually.

1. Report Screen Options:
1. Print: sends transmittal to your default printer using the printer screen.
2. Export: select “PDF file” which downloads and saves the transmittal to your computer.