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.

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 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’