Issuing Statements

Within Rex PM you're able to issue both periodic and financial year statements. 

Disbursement and Periodic Statements will include all original bills that are uploaded in Rex PM so it's great to get stuck into Bill Processing to make the most of these statements - Bill Processing

Individual Statement Issue

To issue statements individually you can use the below steps:

1. Click on Contacts
2. Click on Ownerships
3. Select the Ownership
4. Click on Statements
5. Click on Issue statement
6. Select Periodic or Financial
7. Select the Statement Date Range
8. Click on Issue statement

Bulk Issue Statements

To bulk issue statements you can follow the below steps:

1. Click on Financials
2. Click on Periodic or Financial year statements
3. Select all or specific owners you'd like to include
4. Click on Issue statements
5. Click on Issue statements

Please note: Financial Statements are only able to be generated and sent the day after the financial year closes.