Customizing Statement & Entry Descriptions in Ascend

Last updated: August 25, 2026

Ascend allows you to customize the descriptions that are sent to your AMS when statements and entries are posted. These descriptions can help your team more easily identify and search for records within your AMS.

To update your description format, review the available variables below and contact the Ascend team with your preferred format. Variables can be combined with static text to create the format that works best for your team.

What Are Descriptions?

When a statement is posted to your AMS, it includes a statement description and an entry description. Both can be customized using variables — placeholders that automatically populate with real information when a statement is processed.

How Formats Work

Variables follow this format: {variable_name}

You can mix variables with plain text. For example:

{payer_short_code} - {posting_date} would produce ACME - 2026-07-01

Statement Description Variables

Statement descriptions determine the payment description sent to your AMS when a statement is posted.

You can test changes to your statement description format by clicking Post to AMS on a statement and reviewing the payment description before completing the post.

Available Variables

Variable

What It Pulls In

{assignee_initials}

Initials of the person assigned to the statement

{assignee_short_code}

Short code of the person assigned to the statement

{posting_user_initials}

Initials of the person posting the statement

{posting_user_short_code}

Short code of the person posting the statement

{payer_title}

Full name of the payer. AMS360: This may exceed the 25-character description limit.

{payer_short_code}

Shortened payer identifier

{statement_commission_total_amount}

Total commission amount on the statement

{payment_received_date}

Date the payment was received

{accounting_period_start_date}

Start date of the accounting period

{posting_date}

Date the statement was posted

{statement_filename}

Name of the statement file

{agency_code}

Agency code

{branch_code}

Branch code

{most_common_agency_code}

Most common agency code across the statement

{receipt_refer_number}*

Receipt reference number

{receipt_amount}*

Receipt amount

{receipt_effective_date}*

Effective date of the receipt

* Receipt-related variables are available only for customers using Applied Epic and Ascend Cash Application.

Entry Descriptions

Entry description customization is available for Applied Epic only.

Entry descriptions determine the description associated with individual entries when they are posted to Epic.

Available Variables

Variable

What It Pulls In

{payer_short_code}

Shortened payer identifier

{payer_title}

Full name of the payer

{statement_external_id}

External ID of the statement

{statement_commission_total_amount}

Total commission amount on the statement

{policy_effective_date_mm/yyyy}

Policy effective date in Month/Year format

{transaction_date_mm/yyyy}

Transaction date in Month/Year format

{transaction_date_mm/dd/yyyy}

Transaction date in Month/Day/Year format

{transaction_type}

Type of transaction

{line_of_business}

Line of business

{policy_number}

Policy number

{commission_amount}

Commission amount for the entry

{accounting_period_start_date}

Start date of the accounting period

{previous_accounting_period_start_date}

Start date of the previous accounting period

Need Help?

If you would like to update your statement or entry description format, contact us at [email protected] with the format you would like to use, and our team will configure it for you.