How to print a move-in statement or use automation to send out

Modified on Wed, 21 Feb 2024 at 10:55 AM

This article is linked to understanding automation This article looks at three available options:
  1. Printing and emailing
  2. Using system triggers to  email out on a status change
  3. Using custom triggers to email out manually

1. Printing and emailing

The move-in statement is all the one-off transactions added to page 4 of the Add Tenancy process. See adding a tenancy for more details.  

Step 1 - Create a statement Go to Tenancy>Statement>Print Statement     Send an email from here or save back to Arthur>Tenancy>Documents   Step 2 - Email or share statement Go to Tenancy>Documents From here the document can be shared with (copy within the tenant app) or email

2. Using the system triggers to  email out on a status change

Step 1 - Create an approval tenancy email to be sent at the approved tenancy stage go to preferences>automation Step 2 Go to trigger "tenancy status set to approved" When creating the email action ensure you can use: “Tenant Outstanding Transactions”  "Deposit Outstanding Transactions"   Step 3 - Send email on updating the status or adding an approved tenancy   The email sent will display variables as follows:  

3. Creating a customized trigger to be sent from within the tenancy or a tenancy related task

  Step 1 - Add a customized trigger   By having a condition status approved will mean the option to send this will only show when tenancy status = approved    

  Create the action email   In this example, it's to send an email manually. Use Tenant Outstanding Transaction     Step 3 - Where to send from Tenancy Tick to run     Tenancy related task

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article