Statements - Recorded Webinar
In this session we will run through how Ownership Statements are generated and run through the three types of Statements available. We will also demonstrate how to generate Income & Expenditure Statements and edit the date range as needed.
What will we cover?
- How to view Ownership Statements via the Ownership profile and via Trust & Reports
- How to find an Ownership Statement sent method and how to edit the Automated Communication template
- An explanation of the three Ownership Statement types available
- How to bulk update your Statement style
- How to best use our Knowledge Base articles to understand Ownership Statements and Graphs
- How to edit branding colours and remove the graph if not needed
- How to send an Income & Expenditure Statement and edit dates if needed
- How to access your Agency statement to reflect payments made for the period
- How to access Creditor statements sent via the Creditor profile or under Trust & Reports