Your remittance can be at:
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
Step 3 share via email
Tick and share
Preview option on this page. Otherwise, continue
Leave this screen blank unless you want to personalize the outgoing email.
The owner will receive an email with PDF attachments and a link to download
Alternatively, the owner can access the remittance via the app
Please note the attached document to the remittance on the owner app is a result of the print created on the payment list
Step 4. Export payments CSV in batch to import into a bank account
Note: In order to use this feature it is important you have to input the correct bank details of your owners onto their Arthur contact. This can be done in Contacts > Property Owners > Bank Accounts
Once you have sent your statements off to your owners you can export a CSV file of your payments.
Note: To set your preferences go to: Click your logo/name (top left) > Preferences > Financials > Payments Lists. Here you can select a default template for Property Owner, Contractor and Tenant as shown in the image below.
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.
Our support staff are ready to help with any technical issues.
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