End of Financial Year Process

RMS - Generate Financial Year End Statements

The end of year process is very simple and only requires you to produce the end of year statement.  To do so following these steps:

1. In the Menu Search type Owner Statement and choose Reports + Owner Accounting + Owner Statement
2. Click on By Date Range and select Last Financial Year (Ensure that By Date Range is Selected)
3. Choose More Options
4. Select Show Summary for Period + Build
5. To email the Financial Year End Statement to the owners through Homhero and store them in the owner's portal, also select Download as Individual PDF's
6. Select Build

⚠️ You will get a Zip file in the left hand corner. Make sure that you extract the Zip file and store it in a place that you can locate it just as you do with your End of Month statements.

Homhero – Storage and Emailing of Statement

1. In Homhero select Contacts from the menu
2. Click Actions
3. Click Import Annual Statements
   
   
4. Click Add Statements
5. Select all the Owner Financial Statements
6. Select Open
   
   
   ⚠️ NOTE: Before completing the next step ensure the progress and status of each statement has finished uploading. You can check this using the Progress and Status column. 
   
   7. Click Import Now - Click No to the pop up box stating whether you want to import more statements

Emailing Financial Statements

1. In Homhero select Contacts from the menu
2. Click Actions
3. Click the Email Statements
   
   
4. Select Set in the Areas section and move all the statements to the left hand side
   
   
   
   
5. Use the double arrow as below
6. Select Set
   
   
   

Select the Annual Statement Year and a Template

If you do not have a template then you can complete the subject and text in the body of the email.

1. Select the required date under Annual Statements
2. Choose a Template
3. Type a Subject
4. Check the text and adjust if necessary
5. Select Send