Accounting - Letters and Labels

Navigation:  Property Management > Write Letters
Purpose:  To generate Letters and Labels within Shiftsuite Accounting

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Writing Letters

• Click Choose Category to select a type of Letter.
• Click Choose Template to select a Letter from that category.
• Select Owners to populate in the Letter.
• Click Put into Owner's Correspondence section to have the letter saved in the Owner's correspondence.
• Click Preview to open the generated Letter(s) for review.
• Click Save to save the generated Letter(s) locally.

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Managing MailMerge Templates

Shiftsuite's Accounting application accepts the following file formats:

• .dotx - Your letters must include specific fields within Shiftsuite to produce the figures you are looking for accurately.

Navigation: Help > Setup Documentation > Mail Merge Fields

The first step is to create and upload your letter templates into Shiftsuite Accounting.  

Open your current letter in Word.  Wherever applicable, insert the merge field required using our documentation in the various areas of your letter. 

To insert a merge field, press CTRL+F9. Word will insert a merge field at your cursor in the format "".  Right-click on the merge field and click Edit Field...

Under the Field Categories, select Merge Field, and in the Field Name textbox, enter the field name from the MailMerge documentation.

Save the document as a .dotx Word Template file on your Local Machine.  This will be saved into the "Custom Office Templates" folder by default.

To upload the template, please Navigate to: System > System Setup > List Maintenance > Mail merge templates.

If adding a new document, select "NEW" from the toolbar and enter the information.  Otherwise, double-click an existing entry to edit the information or document.

NOTE Confirm they are working by running the respective letter/merge from the Property Management > Write Letters menu.