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Automatically email owner statements and reports

OWNER STATEMENT (and other financial reports): Option to send out a statement to all owners at once via email, or print out all, without having to head into the report for each one, and option to set a date for it to automatically do it

83 votes
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    AdminNathan (Engineering Ninja, Rentec Direct) shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →
    planned  ·  AdminNathan (Engineering Ninja, Rentec Direct) responded  · 

    This is something we definitely plan to do, it’s just a pretty monumental project so we’re trying to fit it into the development queue. It’s definitely in the plans though.

    15 comments

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      • Barba, Dario commented  ·   ·  Flag as inappropriate

        We haven't heard from Rentec about this option since 2013? This would save us a lot of time please develop this option or at least give us some good news that we can expect it for this year 2018!!!

      • Alberto, Mario commented  ·   ·  Flag as inappropriate

        That would be great to have a (Send Button) When statements are ready to be send once you have entered all required Postings/Charges.

      • Vega, Maria A commented  ·   ·  Flag as inappropriate

        This would be wonderful. Also, it would be great for the owner to receive emails when charges are posted

      • Davis, Yolonda commented  ·   ·  Flag as inappropriate

        It would be really convenient to send owner statements out automatically on a monthly basis. Some reports should be readily available to owners as well.

      • Spallone, Anthony commented  ·   ·  Flag as inappropriate

        I am not using the portal access for my owners so I would like to be able to send all statements to all owners at one time at the end of the month after I have entered all the proper income and expenses. Also I added two emails in the owners account so when the reports are emailed it send its to both owners and it always states there is an error and I have to make changes to the email for it to send, I need help with this please

      • Patel, Salim commented  ·   ·  Flag as inappropriate

        Great idea! I would like that capability, along with automatically printing tenant invoices every month

      • Ward, Drick commented  ·   ·  Flag as inappropriate

        What about owner reports? Just a few simple reports they could run themselves while logged into the portal selecting their own date range and whatever other appropriate parameters. Maybe we enable/disable specific reports from being on the OWNER menu. That way we don't overload owners with all reports, just the one I want them to focus on.
        If you do stick with the current path of we create reports for each owner, it doesn't need to be pre-scheduled, but a batch report creation and/or distribution method would be a nice improvement.
        Broadcast messages to owners (monthly transactions are all in, view your account online) via SMS or email and let them self-serve their reports may be a handy tool.

      • Curci, Sam commented  ·   ·  Flag as inappropriate

        I would like the ability to have the owner statements on the Owners Portal and be able to attach receipts.

      • Washington, Cedric commented  ·   ·  Flag as inappropriate

        Would be great if we could streamline the process. Every month I will send my owners financial statements. It would be great if I could set the reports to send monthly with a message reflecting contents.

      • AdminNathan (Engineering Ninja, Rentec Direct) commented  ·   ·  Flag as inappropriate

        @ Realiant, Yes it certainly is. As you see we have a vast supply of feature requests, and I see this feature is gaining traction and already has 18 votes. It's getting to the point where it should get some attention soon.

      • Property Management, Realiant commented  ·   ·  Flag as inappropriate

        I would like to see this option for a mass emailing of statements for both tenants and owners. Having to go through each statement and email it individually is time consuming and unnecessary if it was just all automated.

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