Dwellant has created a unquie way to create service charge demands for your leaseholders.
It requires a little bit of set up. We will have set up a template for you before you create the demands.
Building / Setup / Accounting / Charges / Manage
Download the Charges template and upload. Check the upload request indicates success.
You will now see the charges listed on the Manage page.
Click the Create Invoices button.
A job in Dwellant will run a minute later.
The job may fail if there is a problem with the data. Normally you can find the errors on the Charges / View History page.
"Create Invoices" on charges page sends the charge to the accounting system (Xero or sage). Once the invoices have exported you can then "Create invoice files" which are the physical pdfs to send to tenants. The invoices are sent to tenants in accounts / eCommunications Document Batches
In Xero you can find the invoices under Business / Invoices, or via the individual Contacts.
Or for Credit Notes look in Business / Bills to pay.
These can then be published in Dwellant directly as an email to the owners of the property.
This will say 0 againt the users until you hit publish in the drop down
You can then select the template and click publish.
File Descrition: Emeial subject line
Adiitional email text: Text in the email
This then gives you a report of who has open the emails
The documents are also linked to the user account for access in Dwellant.