Landlord Statement and Payment

Landlord Statement and Payment

Landlord Statement and Payment

 

 

After you have posted the 'Tenant Receipt' and 'Cleared Receipt' to Landlord (post SC on Landlord account) you can create the 'Landlord Statement'.

 

- Go to the 'Landlord' module, select 'Statements' (bottom left) and click on 'New Statement'.

- This will bring up the 'Landlord Statement' window.

- Click on the address book icon to open the contact list window which will allow you to select the Landlord.

- Choose the Landlord by clicking on the line once to highlight it in blue and click 'Select Contact'.

- A new window will a[[ear with preseleceted transactions which should be added to statement, click 'Add to Statement'.

- It will then add the transaction to the statement and automatically work out the management fees, you can view the details at this stage before you 'Update' it to check that the transactions are correct, if   not 'Cancel Changes' and investigate corrections. If all is correct click 'Update'.

- A window saying 'Are you sure you want to update to Sage' will appear. Click 'Yes'. 

- This will create a 'Statement No' and will update the management fee into Sage.

- You will be asked 'Do you want to print this statement now?'. Select your preferred option.

- This will now have created a statement number. At this point you can also choose to email the statement.

- Click 'Save and Exit. 

- A window saying 'Are you sure you want to save this statement' will appear, click 'Yes'. 

- If you wish to view the statement after exiting, click on the 'Posted Statements' filter on the left. Double click on the statement to enter it.

 

Pay the Landlord

 

 

- In 'Landlord' module, click on 'Landlord Payment'

- This will bring up the 'Landlord Payments' window.

- Tick the transactions that you wish to post then click 'Post Transactions'.

- A window saying 'Are you sure you want to post the receipts into Sage', click 'Yes'.

- Finally click 'Exit' once everything is complete.

 

 

For More Information Please See The Attached Document


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