Owner Tags

Tags unique to Owner statement emails.

E-mail Tags

Tags Purpose and Function

Financial Summary

These are the notes you may add before finalising the report

Owner First Name

Information of this tag will be retrieved from: Contacts > Type: Owners > First Name

Owner Last Name

Information of this tag will be retrieved from: Contacts > Type: Owners > Last Name

Owner Address

Information of this tag will be retrieved from: Contacts > Type: Owners > Address

Owner E-mail

Information of this tag will be retrieved from: Contacts > Type: Owners > E=mail address

Financial Statement Date

The date when the statement was generated

Financial Balance Summary

Displays the table of the balance summary in the generated report

Financial Incoming Summary

Displays the table of the income report upon date selection

Financial Outgoing Summary

Displays total expenses table

Financial Statement Start Date

Start date of the generated financial statement; information  taken from Reports > Financial Reports > Owner Statements > selecting the start date

Financial Statement End Date

End date of the generated financial statement; information  taken from Reports > Financial Reports > Owner Statements > selecting the end date

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.

Need more help? Ask the community

Still got more questions?

Submit a request
Powered by Zendesk