Ardex Essentials Help Center

Month End

Follow the wizard each month to create invoices and owner statements

Getting Started

Introduction to Month End

Pre Month End Checks

Starting the month end

Month End Steps

Step 1: Group add transaction

Step 2: Validation checks

Step 3: Check Transactions

Step 4: Create invoices

Step 5: Apply Discounts

Step 6: Apply Interest

Step 7: Transfer Loan Balances

Step 8: Create Statements

Step 9: Confirm Message and Method

Step 10: Send Statements

Step 11: Export Statements (Xero Only)

Finishing the Month End