How to view/send an owner’s account history in TOPS [ONE]Follow
You can quickly view the Owners Account History by going to the owners page and clicking the Green Balance indicator. This guide will go over how to view their balances, and how to use the date filter to see the desired transactions. This guide will also show you how to email and print the owner history.
Step By Step
1. Click Portfolio then Owners. Select an owner.
2. Click the Balance KPI (Key Performance Indicator)
3. Click View History
This will open the property payment history
5. By default, it will show the transactions for the last 30 days.
You can select the Date Range Filter to edit the dates range.
6. To email or export a PDF copy of the payment history, click Email Or print
Email This option can email the Payment history to an external email.
Enter an email and subject. Click Send
Print The payment history will open your default PDF viewer
Note: If it doesn't come up, make sure your pop up blocker is disabled.
7. To view the Owners Activity Report click the Icon.
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