Send Accounting Document by Email

Hi there,

What's New?

We’ve introduced a new way to distribute accounting documents directly from the Lavanda PMS interface. Instead of only downloading financial documents, users can now send them via email directly from the document screen. This simplifies document delivery, especially in workflows where timeliness and accuracy are critical.

Key Features:

• Export Menu Redesign

What’s changed?

The existing “Download” button has been replaced with a new “Export” dropdown menu.

Why was this changed?

To provide a unified interface for both downloading and emailing accounting documents.

• Send by Email Option

What’s changed?

A new “Send by email” option is now available within the Export menu.

Why was this changed?

This enables users to send documents directly from the platform, removing the need to manually download and email files.

• Pre-filled & Editable Recipient Field

What’s changed?

The recipient email is automatically pre-filled but can be edited before sending.

Why was this changed?

To reduce user input while still offering flexibility in recipient selection.

• Language Selection Modal

What’s changed?

Users can choose from English, Spanish, or French for the document language.

Why was this changed?

To ensure recipients receive documents in their preferred language, improving clarity and professionalism.

• Standardised, Localised Email Template with PDF Attachment

What’s changed?

Emails are sent using a new, consistent template and include a PDF attachment with filename and content based on the selected language.

Why was this changed?

To support localisation efforts and maintain brand consistency in client communications.

​Why Have We Made This Change?

This enhancement was developed in preparation for upcoming auto-payment flows, where seamless document distribution will be critical. It also addresses a current usability gap: users previously had to manually download and email accounting documents, a process that was inefficient and error-prone. By introducing direct email capabilities, we reduce operational friction and enhance the day-to-day experience for finance and property management teams.

Impact:

• Reduces time and manual effort required to share financial documents
• Enhances multilingual communication with localised templates
• Prepares Lavanda PMS for future automation in payment workflows

Availability:

This update is available to all customers starting 17th July 2025.

Getting Started:

To use this feature, open any accounting document and select the new “Export” dropdown. Click “Send by email,” confirm the recipient and language, then send. The system will validate the email and deliver a localised PDF copy of the document.

Warm regards,

The Lavanda Product Team