Owner Statement Notes & Email Body
Setup the footnotes & email body for Owner Statements in RMS.
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Information
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Setup
- Add Button
Information
This setup is for Owner Accounting & Trust Accounting properties.
System Administrators will require Security Profile access to Owner Accounting Options.
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Setup
- Add Button
Setup
Have your System Administrator complete the following.
- Go to Setup > Accounting > Owner Accounting Options in RMS.
- Select a Property.
- Navigate to the 'Owner Statements' tab.
- Enter the Notes to display on the bottom of the Owner Statement.
- Enter the Email Body for emailing Owner Statements.
- Save/Exit.
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Guide
- Add Button
Guide
Go to Setup > Accounting > Owner Accounting Options in RMS.
Select a Property.
Navigate to the 'Owner Statements' tab.
Enter the Notes to display on the bottom of the Owner Statement.
Enter the Email Body for emailing Owner Statements.
Select 
'Save/Exit' to store the changes made and leave the setup.
The notes entered will be displayed on any Owner Statements generated for the selected Property.
The email body will be used when emailing the Owner Statement for the selected Property from RMS.
Setup
Have your System Administrator complete the following.
- Go to Setup > Accounting > Owner Accounting Options in RMS.
- Select a Property.
- Navigate to the 'Owner Statements' tab.
- Enter the Notes to display on the bottom of the Owner Statement.
- Enter the Email Body for emailing Owner Statements.
- Save/Exit.
-
Guide
- Add Button
Guide
Go to Setup > Accounting > Owner Accounting Options in RMS.
Select a Property.
Navigate to the 'Owner Statements' tab.
Enter the Notes to display on the bottom of the Owner Statement.
Enter the Email Body for emailing Owner Statements.
Select 'Save/Exit' to store the changes made and leave the setup.
The notes entered will be displayed on any Owner Statements generated for the selected Property.
The email body will be used when emailing the Owner Statement for the selected Property from RMS.