Summary: This article will show you the step-by-step process of how to make a calendar event that begins the process of generating eStatements.
To create this event, double click on your calendar date to start. Set up the title of the event, in this case Generate eStatements, as well as the date, and how often you want the event to create eStatement action items. In this example, we want these to generate once a month.
NOTE: Be mindful when selecting the frequency of the item: if you select a date after the 28th of the month, the event will not be generated in February, and you will need to make a separate event in February.
The example below shows the event occurring on the last week day of every month, early in the morning so that it is one of the first action items for the day.
It is recommended that the security be set to Internal, so that the board and homeowners in the selected association do not see this appear on their calendar.
On the day that the event is to be kicked off, an action item will appear in the My Action Items of your AR team, as well as All Action Items for the Association. Here you can view the eStatement preview and continue with the rest of the action item. Below, you can see where an event for Generate eStatements kicked off the action item for generating eStatements.
Your AR team will be prompted to review and send estatements out to the community for which this event is for.