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’ |
Related Articles
Landlord Statement Consolidation
Within a landlord statement, you have the option of how you want the details to be displayed. Click on ‘Show Consolidation’ and this will change the view. When you are happy with the view click ‘Save and Exit’. In the next window click ‘Yes’. In ...Landlord Statement Run
Go to the ‘Landlords’ module and click on ‘Statement’ (bottom left) then select ‘Statement Run’ A new window will appear, it will have pre-selected all the statements, however you can de-select any of these if you don’t want to produce them all by ...Paying the Supplier
Go to the ‘Suppliers’ module and click on ‘Supplier Payments’ This then brings up the ‘Supplier Payment’ window. Click on the ‘Address Icon’ at the side of ‘Account Ref’ this brings up the ‘Contact List’ window. Choose the supplier by clicking on ...Clearing Receipts to the Landlord
Go to the ‘Tenancy’ module, select the relevant Tenancy and click on ‘Tenancy Receipt’ This will bring up the 'Receipt' window with the tenancy details pre-selected Before Posting a receipt please check the following: The bank account details are ...Receipting Rent (Landlord Version)
Go to the ‘Tenancy’ module – choose the ‘Tenancy Centre’ tab at the bottom of the screen and click on the Tenant to highlight which one you are receiving payment from then. Click ‘Tenant Receipt’. A New window will appear with the Tenants details. ...