Accounting Monthly Reconciliation - Procedure

Procedure for Handling "Monthly Reconciliation" Email from Accounting:
  • Step 1: Review the "Monthly Reconciliation" email and identify the previous tenants listed in the provided links.
  • Step 2: Reach out to each tenant to confirm if they received their refund checks or if a void/reissue is necessary.
  • Step 3: Once you have updates from the tenants, inform Anna with the details.
Template Text to Reach Out to Tenants:
Hello!
This is Stephanie with Treaty Oak Properties. We mailed you the refund deposit for (PROPERTY ADDRESS) on (DATE). Our records show that the check hasn't been cashed yet. Could you confirm if you received the check in the mail?
Thank you!
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us