Setting up Statement of Accounts

Requirements:

• Business Operations plan

  • More information: Concurrent Operations Pricing

• Owners added to the Contacts portal

• Properties linked to the owners on your account

You must also complete the following:

1. Set up your Transaction templates

   1. Guide: Transaction templates

2. Set up your Service packages

   1. Guide: Service packages

3. Add the Service packages to the properties from the Contacts portal

4. Configure the Statement settings

   1. Guide: Statement settings

5. Add the utility pricing to the matrix (if needed)

   1. Guide: Utility pricing matrix