Landlord Statement & Payment
Once you have posted the
‘Tenant Receipt’ and ‘Cleared Receipt’ to Landlord you can now create the
‘Landlord Statement’
Go to ‘Landlords’ module,
select ‘Statements’ (bottom left) and click on ‘New Statement’
A new window will appear,
click on the little ‘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, then click ‘Select Contact’
A
new window will appear with pre-selected transactions which should be added to
the statement, click ‘Add to Statement’
It
will then add the transactions 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’ - it will ask ‘Are you sure you want to update to Sage’ – Click Yes.
This will then create a
‘Statement No.’ and will update the management fee into Sage – at this point
you can either print or email the statement - click ‘Save & Exit’.
If you want to view the
statement once it has been saved – click on ‘Posted Statements’ from the left
filter, then double click on the statement you want to view.
Pay the Landlord
In ‘Landlord’ module,
click on ‘Landlord Payments’
| A new window will appear. This will show the payments
related to that Landlord. These will all have an ‘x’ on the left hand side
ready to be posted. If there are some payments that you do not want to post you
can de-select them by clicking on the ‘x’. Once you are happy click ‘Post
Transactions’ It will ask ‘Are you sure you want to post the receipt into Sage?’ – Click ‘Yes’ then Click ‘Exit’ |
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