Export & Distribute Single Tenant Statement

Export & Distribute Single Tenant Statement

User can choose between two methods for processing Tenant Statement Distribution:
  1. Single File Distribution: This allows you to export or distribute individual tenant statements with a custom date range. It's primarily used for the first month tenant statement and historical statements.
  2. Bulk Statement Distribution: This method enables you to export or distribute multiple tenant statements for a single month or a custom date range. It's primarily used for monthly statement distribution. (see Distribute Tenant Statements)

1. Click Admin on the Main Menu. 



2. Click on Customer Files.



3. Select Rental on the menu heading.


4. Click on the File Name to open the file. 



5. Customer File will open. Click on Tenant Charges on the file tab ribbon bar. 



6. Tenant Charges tab screen will open. 

7. If required, make adjustments and process any expenses before proceeding with statement exporting or distribution.  (see Process Tenant Expenses to an Individual Tenant Statement)

8. Under the “Tenant Statement” section, adjust the Statement Period.



9. Tenant Statement will open. User will have flexibility to: 
  1. Export: download statement in various format to their device.
  2. Send Statement: Email a tenant statement document to a recipient.


Export Statement

1. Click on Export then select export format from the menu.



2. Tenant statement will be downloaded to device. 

Email Tenant Statement

1. Click on Send Statement then select Send Email from the menu.



2. Tenant statement email screen will open.
3. Fill in the mandatory fields. All other fields are optional:
  1. Recipient: load the recipient email under the TO, CC and/or BCC section
  2. Email Subject: Type in a subject for the email.
  3. Email body and email signature: type or select email body template and/or add email signature
  4. Additional attachments: click attachments to load additional attachments. 


4. Optional: Preview statement before distribution. Click send to distribute tenant statement. 



5. Sent item will appear on the file correspondence tab as well as under all communication report. (see Communication – View Sent Items (Emails or SMSes)​

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