How to remit to property owners and batch print

This article will cover the process

1. How to remit
2. Once remitted – Print in batch
3. Once remitted – share via email
4. Once remitted – export to the bank
5. Once remitted- set as paid

How you want to display your remittance

Your remittance can be at:

1. Property Owner level
2. Per property
3. Per unit

This is linked to the article on how to set your owner’s remittance preference and how to apply a management fee. Once chosen you are now in the position to remit.

Workflow

Step 1 – Remit

Go to Financials > Property Owner Remittance

Remitting will be allowed assuming there is a positive balance to remit. If you have a negative balance un-tick those charges and just remit the rent and management fee. Those charges will remain un-remitted and will remain at the PO remittance screen for remittance at a later date

*Note: Please make sure your remittance values are correct before you remit in batch* This can be done by:

“select transaction and remit” and viewing the listed transactions on each remittance line

Confirm transactions to be remitted and add any adjustments

Make any float adjustments, enter bank details and remittance date

Step 2.Print in  batch

Go to Financials > Payments List 

Printing the PDF of each Payment record

Selecting a template, it is a template of the enhanced report, for creating the PDF

Click to see how an owner views their remittances

Step 3. Share via email

Once printed and documents attached you are now in a position to share via email

Once youve selected the recipients, you can send an email to the property owners, using variable fields.

To insert a variable field, simply right-click when editing the email.

Click ‘share all payments to payee’ to send the emails.

Step 5 set as paid

Once you have made the payments to the owners. Update the payments in Arthur to “Set as paid”.

To view paid remittances you will need to select the “Show paid” checkbox.