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This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC, UAE

This page outlines how to create a tenant statement

1. Access tenancy transactions

From the tenancy screen, Accounts Functions panel:

Click View Transactions
Click the Date column heading to sort the transactions from oldest to newest

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2. Remove deposit

If the agent is also holding the tenant deposit, the total held should be excluded to show the true arrears balance

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Click the Type column
Click Select all then click Deposit Held to remove the deposit from view

3. Produce statement

The statement can be exported to Excel and/or a PDF created

Click Print
Select Print Statement
Option to preview is offered

A PDF statement is produced which shows all transactions on the account and the current balance

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4. PDF statement example

Use the Save option (top right) to save the file locally, as required

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The statement contains the following information:

Date: date of the invoice or the date the tenancy was received into the bank
Description: description of the transaction, for example: rent and the period it relates to
Debit: debit on account, for example: a rent demand/fee invoice due by the tenant or a tenant refund
Credit: payments received from the tenant or credit notes
Unallocated: rent outstanding or payments that have been received on the tenant but have been left on account
Balance: running total

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