Property Management: Accounts & Owner Statements

Modified on Mon, 20 Jul, 2020 at 12:19 AM





About this course


Course Overview


The objective of this training session is to have the knowledge and understanding of how to run monthly owner financial statements.


How to deduct charges and commission from incoming money and pay the owner the balance after deductions.



Lesson 1: How to configure your system for statements





About the lesson:


Within this lesson you will learn how to setup your system to ensure you pay the owner inline with your agreed terms.




Lesson 2: How to quality check the statements






About the lesson:



Within this lesson you will learn how to use the reports to ensure that the data within the statement is accurate and that there hasn't been any user error during the financial period.




Lesson 3: How to run a statement





About the lesson:


Within this lesson you will learn how to run a financial owner statement per brand, per owner or for all owners.



Lesson 4: How to export payments to a bank file





About the lesson:


Within this lesson you will learn how to export the bank file, so that it can be uploaded to your online banking and your owners automatically paid.



Lesson 5: How to exclude owners from a statement





About the lesson:


Within this lesson you will learn how to mark an owner as tax exempt so that they are not deducted any tax, you can also assign an owner to a brand which will exclude from your statement run.



Lesson 6: How to process statements





About the lesson:


Within this lesson you will learn how to automatically process your statements.



Lesson 7: How to run an annual statement





About the lesson:


Within this lesson you will learn how to run an annual statement, please note that annual statements only work based on the individual statements that have been run through the financial year.





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How To Guides - Owner Statements

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