Page Comparison

1. Run report

From the landlord record:

• Click Statements

  

• In Prepare Statement panel, click Portfolio Report

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• In Dates, enter the dates to report on

• To view the report, click Preview and Print - the report will open in Excel
  The E-mail Statement function is currently not available

• Four tabs across the bottom of the workbook allow you to view Rent Due, Income, Expenditure & Statement

  

  See sections 2 - 5 for more information

2. Rent due

A detailed list of rent invoices for the selected date range for each of the landlord’s properties is shown

3. Income

A detailed list of income for the selected date range for each of the landlord’s properties is shown - the income shown will match that of a landlord statement for the same period

4. Expenditure

A detailed list of expenditure for the selected date range for each of the landlord’s properties is shown - the expenditure will match that of a landlord statement for the same period

5. Statement

A statement summary for the selected date range for each of the landlord’s properties is shown and is similar to the landlord draft statement