Issuing and sending End of Financial Year Statements is a breeze in Rex PM, with only a couple of clicks to your mouse.
For first time senders, please check you have you Message Trigger settings set up correctly to automatically email the owner their statement, See: Message Triggers
1. Click on Financials on your left hand menu
2. Click on Financial year statements
3. You can change which Financial yea you would like to send using the toggle
Please note, a financial year only becomes available once it is completed
4. To send Statements individually, press issue next to the owner you wish to send it to
5. Click on Issue statement to send
6. You will get two little green banners to confirm that the statement was issued successfully, and that the message has been sent
7. To issue the Statements in bulk, select all records using the top tick box
8. Click on Issue statements and follow the prompts
9. The emails will now be in your Outbox ready to be sent, select all records using the top tick box
10. Click on Send 20 messages
