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 clicking on the ‘x’. Any boxes without an ‘x’ will not be
generated.
You can choose the date range you wish the statement to
cover
If you want to include negative figures, place a tick in
the box
Now click ‘Generate Statements’
Click ‘Yes’ to the next window
This will now create the statement and list them to print
Generated statements will be listed under ‘un-posted’ and
to post them all in one go you need to select ‘Update Statements’
In the following window it will list all statements to be
updated, click ‘Update Statements’
It will then ask – ‘Are you sure you want to update all
unposted statements – Click ‘Yes’
Your statements will now go from the ‘Unposted’ window to
‘Posted’
If you want to email your ‘Landlord Statement’ select
‘Email’ in the Landlord record
When you generate your statement, in the ‘Update
Statements’ window, at the bottom, make sur the ‘Email Statements’ box is
ticked. Click ‘Update Statements’. This will send the email to your outbox
ready to be sent
Go into the ‘Email’ module and click on ‘Outbox’, in the
left filter. This will list all the emails ready to send. Click on ‘Send Queued
Email’ and it will send them from here
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