If you are trying to change your financial picture, it is essential to track your expenses each month. It is just as important to balance your checking account and credit cards to the transaction statement each month. While it may be an extra step, it allows you to spot problems with your account.
Whether you are tracking your accounts with pen and paper or using financial software, this is a step you shouldn't neglect.
Follow these simple steps to send or print the transactional statement of a specific tenant.
Step1: Open the tenant profile of the tenant you want to send the statement from the list of the tenants.
Step 2: In the ALL lease tab, scroll to the bottom of the screen, to find the Print Statement Button
Step 3: The print statement button has 3 options to choose from
- Download PDF: This will download the complete transactions in a PDF file.
- Download Excel: This will export the transactions in an Excel sheet
- Send statement: The transactions statement can be sent to the tenant as an email. Verify if the tenant's email and click on the Yes button