How to run statements after month end

If you have chosen to run your statements after the Month End process.

  • Click on Owner Reports
  • Click on Statement Run
  • Select the Month
    Note: It is a good idea to click on Options and make sure all is as it should be.
  • Click on Process.
    This will now do the Printing and emailing of Owner Statements and could take a while depending on the portfolio size.
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