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.

Please Note! RMS is highly configurable. Some Terminology, User Access & Permissions, Images, Labels, and Functions used in these articles may differ from your setup. CLICK HERE to find out more.

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.

Please Note! The Owner Accounting section only appears on the Area setup when the Owner Accounting or Trust Accounting module is active.

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.
   

Tip! Each note is stored against a Trust Date, so you can keep multiple dated notes for the same Area. Existing notes are listed in the grid; use the Edit and Delete icons to manage them, and the Refresh icon if a newly added note does not appear straight away.