Landlord Statement Run

Landlord Statement Run

Landlord Statement Run

 

 

- Go to the 'Landlord' module and click on the 'Statement' tab from the bottom left of the screen.

- Select 'Statement Run'.

- This will open the 'Generate Statements' window, it will have preselected all the statement; however you can untick these if you don't want to run them all.

- You can choose the date range you wish the statement to cover by filling in the 'Statement Date' and 'Include Transactions to' boxes.

- If you want to include negative figures, place a tick in the box 'Include Negative'.

- This will now create the statement and display them to view. Generated statements will be un-posted and to post them all in one you need to select 'Update Statements'.

- A new window will appear with the list of un-posted statements, click 'Update Statements'

- If you have ticked, 'Email Statement' and the landlord record has a valid email address, it will send to your 'Email' module under 'Outbox' and click 'Send Queued Emails' to send.

 

 

For More Information Please See The Attached Document


    • Related Articles

    • Deleting a Landlord Statement

      Deleting a Landlord Statement     - To delete an incorrect Landlord statement, go to the 'Landlord' module and click on 'Statements' in the bottom left corner of the screen to change the view to statements. - In this screen, highlight the statement ...

    • 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) ...

    • 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 ...

    • Creating a negative Landlord statement.

      Negative landlord statements occur when there is not enough rent to pay all the expenses that have been charged to the landlord statement, or the statement contains just expenses without any rent having been receipted. One option would be to delete ...

    • Negative Statement

        Negative Statement   A ‘Negative Statement’ will be created when the rental income is insufficient to cover any expenditure.   To allow a ‘Negative Statement’ you have to make sure the settings are correct in the ‘Landlord Record’   - Double click ...