eStatements are a great way to save money for your Associations, and provide a convenient option for Owners. It takes only a few minutes to set up and use.
Enable eStatement Signup
This step allows Owners to sign up for eStatements on the Portal. In addition to providing convenience to the owner, this step allows verification of email addresses, so you can feel confident that eStatements and other important correspondence is received.
NOTE- This step can be overridden by using the Force eStatement option when generating Statements, however please be aware that forcing Statements will override both the Owner selections and the email verification process. CLICK HERE and review Part 4, Step 8 for more information.
Step 1. Navigate to Portals > CommunityLink > Manage Community Integration Settings.
Step 2. Click the Edit button in the upper right corner.
Step 3. Check the Statement column to activate this option for selected Associations, or check the box at the top to activate for all Association.
Step 4. Click the Update button to save your changes.
Firm eStatement Setup
Step 1. Navigate to Firm > Manage Firm - A/R Tab.
Step 2. Complete the Statement section.
Send email in addition to paper statement - Select this option to send both a paper copy and email copy. Leave unselected to send only eStatements.
Statement Message - Use this field to enter a message that will appear on your Statements.
Step 3. Click the Save button to finalize your changes.
eStatement Report
Prior to sending eStatements you may find it useful to run a Statement Delivery report to review the list of all Owners scheduled to receive eStatements.
Other useful articles
How to Process Account Statements