Once the end of month process is finished and all transactions have been posted to the owner accounts, you can proceed to finalize and email the statements.
The Owner Statement Cover Letter accompanies the owner statement in the body of the email, providing additional context, explanations, or personalized messages to your owners. It can be used as a communication tool to enhance the owner's understanding of the financial information presented in the statement and to convey important updates or information.
Where To Go
Accounting
Update Owner Statement Template
Click on the 'Standard Templates' tab
Editing the Owner Statement Cover Letter
CiiRUS already provides a pre-configured email template that can be used. To locate this template, within the "Description" column, type 'statement' to filter and easily locate. Instead of a creating a brand new template, you can edit the existing Owner Statement Cover Letter by clicking the edit icon.
Once all the updates are completed, click Save.
