The Statement of Account (SOA) has two types of issuances:

1. Paper Billing – Export and print the SOA.

2. Paperless Billing – Email the SOA.

Steps to Send or Notify Unit Owners:

1. Access the Generated SOA

   1. • Click on the newly generated SOA batch number.

      • The generated SOA per account will be displayed and grouped by account type via tabs

2. Select the Bill Type

   1. • Click the relevant tab, e.g., On-Site.

3. View SOA by Type

   1. • Hover over the SOA Type button to view e-SOA options:

        1. • View All – Displays all SOA documents.

           • View Paper Billing – Shows SOA documents not enrolled in paperless billing.

           • View Paperless Billing – Shows SOA documents enrolled in paperless billing.

4. Take Action on the SOA

   1. • Hover over the Action button and select an option:

        1. • Export – Exports the generated SOA per selected SOA type in a summary Excel format.

           • View – Views or exports individual SOA as a PDF per selected SOA type.

           • Send Email – Sends the SOA via email per selected SOA type.

5. Sending E-SOA Individually

   1. • Select the account that requested to receive an E-SOA.

      • On the leftmost side, click Send Email.

Important Notes:

1. • • Only unit owners with valid email addresses will receive the e-SOA at their registered email addresses.

     • Once e-SOAs are successfully sent, accounts are marked as sen;t; otherwise, they are marked as unsent.