Budget certificates can be emailed directly to owners or tenants from a Budget by Area once it has been approved. Each recipient receives an email with a zip file containing their applicable certificate.
Step 1: Choose the Certificate Type
Navigate to the budget from the property.
Go to the Reports tab.
Select either the Owner Certificate or Tenant Certificate depending on who you are emailing.
Step 2: Configure the Email Attachment Layout
Click Email Certificate.
Set the attachment layout — choose your preferred orientation and grouping.
Step 3: Select Recipients
Click Select Contacts.
Search for or browse the contacts you want to email.
Select the recipients.
Step 4: Confirm and Send
Review and customise the email subject line and body if needed.
Preview the email to confirm everything looks correct.
Click Email to send.
Budget by Area is referred to as Budgeted Outgoings in Asia-Pacific, Service Charge in Europe, and Operating Expenses in North America. For more information on regional terminology, see our Glossary of Regional Terminology.