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When switching from another layout to Separate property statements, you will be prompted to carry on from the last statement number or start from number 1

It's recommended to continue from the last statement number, to maintain consistency for your landlord, and make it easier to refer to past statements

Creating statements

When generating separate property statements, the PDF name will include the property address

For owners that have multiple properties, this allows easy identification of statements

End of financial year statements/income and expenditure report

The Income & Expenditure report will use the statement layout set against the landlord

If separate property statements are set, an end of financial year statement will be created on a separate PDF for each property - if any other statement layout is set, the end of financial statement produced for the landlord will be for the total of all properties

When generated during the income and expenditure run, the date of the last report is stored - this date is available as a column in the income and expenditure run and can be used to identify landlords that have not had their report sent

Troubleshooting

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titleHow do I know which statement a transaction appeared on?

- Double-click on the transaction
The statement number will appear

- If there is a statement code displayed, this will indicate that this transaction is on a Separate property statement

- If the statement number is zero, check the allocations tab - this will show you all of the individual allocations - some of these may appear on different statements and the statement number will appear next to each individual allocation

- If all statements are set to zero, the transaction has not yet appeared on a statement

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titleI can’t enable per property statements

- If Group payments are enabled, separate property statements will not be allowed

- After setting Statement Layout to Separate property statements, you will be prevented from saving the landlord record and will see this message:

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- To enable Separate property statements, from the Landlord Financial Details screen, un-tick Group property payments

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titleI can’t group payments per property

- If Separate property statements are enabled, Group payments will not be allowed

- To enable, set Statement Layout to Grouped/Sorted by property

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titleThe Landlord Statement has not been generated in the Landlord Statement Run

- The Landlord Statement Run will check for any transactions that are not linked to a property

- If such transactions are found, the statement will not not be generated and a yellow warning sign will appear

- Hold the mouse over the warning sign to see a reason

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