Accounting - QRG - Sending CRPs
This QRG details how to send CRPs in 2025. Review the video HERE in Aspire for additional resources.
Downloading the CRPs
1. Open the Teams App, then go to Channels > Certificate of Rent Paid (CRP) folder > General > Files. Then find the folder that says “CRP-” and the appropriate year you are going to be sending out.
2. Click on the property folder you are working in.
3. Click download.
4. Click Open File once download is complete. This will open your Downloads folder on your computer.
5. Click Extract All and then Extract.
6. Double click the new extracted Property Folder to open.
7. All CRPs for the property are now downloaded on your computer
NOTE: Each individual resident will be sent their own CRP. Do not send multiple residents' CRPs in the same email.
Sending CRPs in CRM IQ
1. Open CRM IQ and search for the resident by name in the search bar.
2. Instead of entering their profile, you can click their blue email address hyperlink and it will open a new email in the Communication Center.
3. Click the dropdown menu “Apply Email Template”, type C-E-R, then choose Certificate of Rent Paid Distribution (correct year) to insert the template. It will autofill the subject line and body automatically.
4. Click Choose Files next to Attachment.
5. Select the resident specific CRP file from the extracted downloaded folder on your computer. Click Open and then click Send to send the CRP.
Sending CRPs to Unsubscribed Residents
If a resident has unsubscribed to receiving emails, it will show a red notification stating, “The following email is opted out of email communications”. Due to the CRP being a required communication, you can still send them an email and bypass this notification.
Proceed with sending as you did in step 2.
Click Send Anyway to proceed with sending.
Viewing Sent CRPs
Once sent, the CRP will show as a Document Attachment on the resident profile as an Email Attachment and in the activities flyout as a sent email.
Marking CRP as Complete in Teams
1. Open the Teams App and then go to Channels > Certificate of Rend Paid (CRP) folder > General > Files. Then find the folder that says CRP-20XX and select the appropriate year you are going to be sending out.
2. Select the property folder.
3. Find the CRP document that you emailed in CRM IQ. Drag and drop it into the Sent folder within the Property Folder. This provides a live indication to your Team/RD/Accounting that the CRP has been sent.
Sign Off Once All CRPs are Sent
1. Open the Teams App and then go to Channels > Certificate of Rent Paid (CRP) folder > General > Files. Then, find the folder that says CRP-20xx and select the appropriate year you are going to be sending out.
2. Click on the 2025 CRP Completion Tracker.
3. RAS and CL must both place their initials as a final sign off indicating all CRPs have been emailed out for the property.
If you need an additional resource on how to complete this process, you can review the how to video in Aspire HERE.