Distribute Bulk Tenant Arrears Notifications
1. Access the arrears report, this can be access from two method:
- Method 1: To access the report from the balances screen, start by clicking on Accounting in the Main Menu. Click on Tenant Statements. Click on Balances then Tenant Age Analysis.
- Method 2: To access the report from dashboard screen, start by clicking on Admin in the Main Menu. Click on Dashboards. Click on Arrears.
2. The Arrears Report will open.
3. Select customer files by ticking rows and click on Send button then notification type (i.e., email or SMS).
4. Person Type selector screen will open, select Tenant from the list and click Ok.
5. Email or SMS will open with the recipients selected.
- Email: Add subject, Email Body and Signature (optional). Click Send to distribute statement.
- SMS: Add SMS Body. Click Send to distribute statement.
6. Arrears notifications will be distributed. A copy of the notification will be loaded under the communications tab on the customer file and the All Communications screen (See Communication – View Sent Items (Emails or SMSes))
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