A guide to adding Notes and Email Body to Owner Statements in RMS.

Overview

Owner Statements will include a summary of Owner Income and can be customised with an email body and footnotes. Owner Statement functionality is only available when using the Owner Accounting or Trust Accounting modules.

Guide

In the side menu of RMS, go to Setup > Accounting > Owner Accounting Options.

1. Select a Property.
2. Navigate to the 'Owner Statements' tab.
3. Enter the Notes to display at the bottom of the Owner Statement.
4. Enter the Email Body for emailing Owner Statements.
5. Select 'Save/Exit'.
   

The notes entered will be displayed on any Owner Statements generated for the selected Property.

Owner Statement Notes per Area

As well as the property-level Notes and Email Body above, you can record dated Owner Statement Notes against an individual Area. These notes are entered in the Category setup and are separate from the property-wide notes configured in Owner Accounting Options. For full Category and Area configuration, see Category/Categories.

In the side menu of RMS, go to Setup > Property Options > Categories.

1. Select the Property.
2. Double-click the Category to open it.
3. Select the Area tab, then double-click the Area to open it.
4. Select the Owner Accounting section, then the Owner Statement Notes tab.
5. Select the Add icon.
   
    
6. Select the Trust Date (month and year), then enter the Note.
7. Select Save or Save/Exit.