I am staring a company on Manager desktop that manages buildings. Accounting wise we have general expenses, invoices every month to owners for common expenses, payments from owners and general accounting functions.
What is specific is that every month we take the total expenses of the month that fall into a specific category and divide it by the percentage of ownership of each owner and create an invoice. In the first building we have 64 owners and we need to automate the process as possible.
Is anyone doing something similar that can share practice.
We are interested in % of expenses invoicing, batch invoicing, batch emailing.
Thank you in advance for your help.
INI
If you’re looking for automation and batch emailing, I suggest you consider other options. If one building gives you 64 owners, imagine managing 20 properties. I would use batch operations for billing, even then, there’s still some manual input involved. And from the looks of it, batch emailing is unlikely to be implemented.