End of Financial Year process

 

RMS - Production of Statement

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:

• In the Menu Search type Owner Statement and choose Reports + Owner Accounting + Owner Statement
• Click on By Date Range and select Last Financial Year (MAKE SURE THE BY DATE RANGE IS HIGHLIGHTED)
• Choose More Options and select Show Summary for Period + Build
• If you wish to email the statements to the owners through Homhero and store them in the owner's portal, also select Download as Individual PDF's

 

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
8. Click Yes or 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

By selecting the arrow as below and 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.

To select the Owner's first name select the people icon. The select First Name and press Insert.

When completed press the send button in the right hand corner.