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Emailing owner statements
Emailing owner statements
Updated over 3 months ago

Upon owners' request, you have the option to send individual statement(s). Alternatively, after finalization, you can send all statements collectively, which will also be available in the Owner Portal once they are finalized.

Emailing an individual owner statement

  1. Accounting

  2. Owner Account

  3. Select unit from Unit Chooser

  4. Select period

  5. Email Owner > Click 'Email Selected Owner'

6. Select Statement Cover Letter to be included in the email

Emailing monthly statements to all owners

You must finalize the relevant month for all units in order to email all owner monthly statements at once.

Within the same Owner Account window, you can email all monthly statements to each owner at once.

  1. Select any unit from Unit Chooser

  2. Select the most recent finalized period

  3. Email Owner

  1. Email All Owners

  2. Select the Statement Cover Letter to be included in the email

  3. Select the applicable units

  4. Email All

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