When Statements go out, it’s just the beginning. The next step are the questions about changes, making payments and sometimes asking for a replacement when the original goes missing, or never arrives. Fortunately eUnify has a number of ways of solving this problem so your Owners can quickly and efficiently get the documents they need to make their payments.
Obtain a Copy on the Community Portal
The fastest and easiest way for your Owners to get a copy of their statement is to download it themselves from the community portal. The links below explain how to make sure Statements are uploaded to the community portal for easy access, and instructions for Owners on how to find their statement online.
CLICK HERE to learn how to set up Statements on the community portal.
CLICK HERE for Owner instructions.
For those Associations without portal access, or Owners who did not sign up for a portal account, there are other options available.
Send a Statement through a Resident Request
Resident Requests are requests for information or services originated by Owners either on the community portal, or via phone or email. This feature can be used to email, or mail a copy, and add a note to the Owner’s account.
To use this feature for Statement requests, some minimal setup is required. CLICK HERE for more information about setting up a Quick Note and Resident Request Type.
Use the Print/Email Function to Send a Statement
The Print/Email function is available on any Tab of the Owner account page and allows a document to be quickly created for mailing or emailing. The email can include additional information, and/or attachments, and creates a record of the email on the Email Log Tab.
To use this feature for Statement requests, you will need to add a Quick Note. CLICK HERE for more information.
Download a Copy of the Statement
Step 1. Navigate to the correct Owner account page.
Step 2. Open the Transaction Tab.
Step 3. Click the hyperlink for the Statement you need to send.
Step 4. Save the Statement to your computer.
Create a Resident Request - Now that the setup is complete you can easily send a Statement when requested using the Resident Request Tab on the Owner account page. Follow the steps below.
Step 1. Navigate to the Resident Request Tab.
Step 2. Click the Add Request hyperlink.
Step 3. Update the following fields in the Resident Request window.
Status- Select Open from the drop down menu.
Type- Select the Res. Request Type created for Statement copies.
Title- Enter a Title for the request.
Note- Select the Quick Note created for Statement copies.
Description- Enter additional information, if needed.
Step 4. Click the Fields Tab and upload the Statement from your computer.
Step 5. Click the Save button to finalize the Resident Request.
The Owner will receive the following email with a copy of the Statement.
Use the Print/Email Function to Send a Statement
Step 1. Navigate to the correct Owner account page.
Step 2. Select Print/Email from the Page Actions drop down menu.
Step 3. Select Email Only.
Step 4. Complete the email window.
To - Select the correct email contact from the lower right pane. This pane will include all contacts associated with the account.
Quick Note - Select the correct Quick Note from the Drop Down menu.
Additional Attachments - Select the Statement copy from your computer.
Step 5. Click the Save button to finalize.
