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66 - Reports - End of Month - End of Month Reports
Procedural Note 66 Reports – End of Month – End of Month Reports 1. Modify your report title (might want to include the month), choose the year and month of data you are saving. Press download. 2. The files are downloaded as a .zip file to the ...
31 - Management Tab - Transactions - Month End
Procedural Note 31 Management Tab – Transactions – Month End 1. The Month End Screen displays a checklist that take you through the necessary final checks prior to rolling the month (Locking off the month so it is no longer amendable). 2. Once you ...
67 - Reports - End of Month - Email Statements
Procedural Note 67 Reports – End of Month – Email Statements This screen will allow you to send your statements (owner, tenant or supplier) for the month of your choice. You can do this in bulk or singularly, depending on your needs. 1. Choose the ...
32 - Management Tab - Transactions - Payments
Procedural Note 32 Management Tab – Transactions – Payments 1. Select the period and this will provide a consolidated list of payments within that period (including any end of month or out of month disbursements). 2. If you wish to add a payment (eg, ...
27 - Management Tab - Daily Tasks - Archive
Procedural Note 27 Management Tab – Daily Tasks – Archive 1. Choose your period that you would like to view. a) If it has a green download button, you can download the information. b) If it has a greyed out download button, download is unavailable . ...