Accounting

Understanding the Accounting workflow in the Owner Onboarding Pipeline

Step 1: Determine Main Point of Contact

If the main point of contact for the Accounting stage needs to be CHANGED from the current assigned user, complete the following steps (if not please continue to step 2):

This step ensures that if the designated main point of contact needs to be different from the original assigned user, an option is provided to facilitate this adjustment seamlessly.

1. Assessing Main Point of Contact Needs: Evaluate whether the assigned user from the Online Listing stage should also serve as the main point of contact for the newly acquired owner. 

2. Option Assignment: If a different main point of contact is needed than the original assigned user select the + sign below the first existing Wait step. Find "Assign to User" in the list of actions and select the user(s) for the system to automatically reassign the contact. 

3. Wait Period: Following the "Assign to User" step add an additional action by clicking the + sign again. Add a 'Wait' period for 1 minute to allow for any necessary adjustments or confirmations when being processed automatically. 

Step 2: Sending Owner Email Update

1. Email Customization: A templated email addressed to the owner has been added automatically to the system.  You will need to customize this email.  This email discusses additional information that is needed from them, including signing additional documentation.  Please add attached documents and/or customize as needed.

Step 3: Sending Internal Notification for Accounting Tasks

1. Internal Email Customization: A templated email addressed to the Assigned User has been added automatically to the system.  You will need to customize this email so please take the time to do so. This email serves as a template for the Accounting tasks that need to be completed. (ex: verifying Signed Documents, Filing forms, etc.).

Step 4: Task to Check in with Accounting

1. Task Notification: A task will be created and assigned to the Assigned User to follow up with Accounting.  Customize this for your needs to include a specific team member, description, title, due date, etc.

Step 5: Task to check in with Accounting

1. Task Notification: A task will be created and assigned to the Assigned User to make sure they check in with Accounting.  Customize this for your needs to include a specific team member, description, title, due date, etc.