Owners Statement Batches
Here you are able to view owners statements batches that have been previously generate, create new owners statement batches, delete a batch and delete a statement.
View owners statement batch
To view owners statement batches click on Property Management menu
Owner Statement Batches menu and click on New Owners Statement Batch
In the search bar, select date created between/and then click find now/
To view the batch, highlight and double click to open the batch.
Create owners statement batch
Create owners statements allows you to create an owners statement outside the end of month procedure.
To view owners statement batches click on Property Management menu
Owner Statement Batches menu and click on New Owners Statement Batch
Select:
- Owner statement Group (required field)
- Batch end date and / or
- Property Managers, then click refresh
The owners statements will appear, select the statements you wish to generate and click save and close.
Once you click the save and close button to generate the statements selected This pop up message will appear on your screen. Click the ok menu/function button to continue to the next step of generating PDF documents.
The progress bar will commence generating the statements and will disappear as the statements are generated and on completion the following message will appear on your screen.
Click ok to continue to print and email the statements to the relevant owners
Delete a statement or statement batches
To view owners statement batches click on Property Management menu
Owner Statement Batches menu and click on New Owners Statement Batch
In the search select:
- Select date created between X and X
- You may refine your search further by selecting owner groups and created by staff
- then click find now
To view the batch, highlight and double click to open the batch in the grid.
- To select a group in a row hold down the SHIFT key when selecting/clicking
- To select non consecutive records hold down the control key when selecting/clicking
To delete the batch follow the steps above to find a statement and double click to open the batch. Once the batch is opened click on delete batch.
To delete one owner statement follow the steps above to find a statement and double click to open the batch, select the owners statement you wish to delete and click on delete statement(s).
Related Articles
Pay Owners (F11)
The pay owners guide will assisted you with making payments to multiple owners as well as individual owners All operations related to property management can easily be done from the Property Management Procedures window. The shortcut key to this ...Creating a New Adhoc Payment
This feature allows you to create adhoc payments to tenants and suppliers from different ledgers within the system. Ledgers available for payment are as follows: Management Agreement Tenant Bond Tenant Deposit Management Agreement: ...Change a Property’s Ownership
The change of ownership guide will take you through step by step on how to change a property’s ownership. Important Information: Combined database for sales and property management It is important that when your sales division list a property ...EOFY 2024 Essential Tips and Strategies for Property Manager
Unlock Success at EOFY: Essential Tips and Strategies for Property Managers We understand the importance of ensuring a hassle-free experience for property managers like you, and that's why we're excited to share our expertise. Watch our webinar with ...Landlord / Owners Portal User Guide www.Landlords.com.au
About Included in your property management subscription is access to the landlord/owner's portal. Owners can see a detailed view of their properties and financial information on one screen and you can provide access to documents: Download and Print ...