Setting Up Your Accounting Email Templates

This article guides you through locating and editing your accounting-related email templates within your Loop settings to ensure the wording is correct for your agency's needs.

Why Edit Your Email Templates?

Before activating the accounting features, it is crucial to review and edit the default email templates for key communications such as:

• Requests for holding deposits.

• Sending out contractor remittance advice.

• Communicating with landlords.

While Loop provides default wording, you should customize it to ensure it perfectly aligns with your agency's policies and tone.

Accessing Email Templates

Follow these steps to find your accounting email templates:

1. Navigate to the top right-hand corner of your screen where you see your name.

2. Click on your name and select Settings from the drop-down menu.

3. In the Settings menu, locate and select Email Templates.

4. The templates are organized by category. Click on Lettings.

5. Finally, select Accounting.

Reviewing and Editing Templates

Under the Accounting section, you will find a list of templates, including:

• Holding deposit request email

• Contractor remittance

• Landlord statement

• Tenancy first account email

• and others...

Key Points for Editing:

• Review the Wording: Carefully read the content of each template to ensure it is correct and suitable for your agency.

• Placeholders/Merge Tags: Pay close attention to the sections highlighted in yellow. These are placeholders (or merge tags) that will automatically pre-fill with specific, dynamic data (e.g., recipient name, deposit amount, property address) when the email is sent.

• Verify Context: Check the overall wording around the placeholders to make sure the complete message makes sense for the context in which it will be used.

Action

Click into each of the accounting templates, make any necessary edits, and save your changes.

Need Help?

If you have any questions about editing your email templates or other accounting settings, please reach out to our support team:

• Email: support@loop.software