Calculating Statements & Enabling Owner Viewing
To calculate owner statements, proceed to Statements > Calculate Statements.
Note that a Calculate Statements button appears. Above that button are a selection of fees that may be calculated along with the statements. Ensure these boxes are selected if the Management, Recurring and Occupancy fees are to be calculated automatically into the statements.
Click the Calculate Statements button to proceed.
Once all the statements have been finalized for each unit, it is possible to make them available to the owners to view online by selecting Enable Owner Viewing. NOTE: For properties that choose to continue to mail out Monthly Statements instead of allowing Owners to view them online, then do not Enable Owner Viewing.
Enable Owner Viewing - To send an email to the Owners letting them know that their statements are ready instead of mailing them, proceed to Statements > Enable Owner Viewing.
There are three different options on the Type of viewing can be enabled. Using the pull down menu next to Type, select one of the following:
- Send Email & Open Selected Month – Gives the option to open a selected month for the owners to view online, as well as sends a notification email advising them the statements are ready
- Send Email – This option will sends an email to the owners to notify them that their statements are available for viewing (Note: always ensure that the statements are OPEN prior to sending this email)
- Open Selected Month – This option opens the selected month without sending an email to owners