Yes, whether or not you have any inserts for the month, you still need to go into Tool #914 Update Statement MSG/Insert Instructions and update the 'For the period ending' date to the current month. These instructions need to be sent to our print vendor, Sage Direct each month so they are aware of which credit unions will be having inserts for this statement period.
If you use another third-party vendor as your print vendor, you do not need to update your insert instructions each month. This only applies to Sage Direct clients.