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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 provides a summary of the landlord statement options available - including specific notes on the Separate property statements option

In the Landlord Statement screen, Statement Options are found at the top:

By date

One statement will be produced listing all transactions for all of the landlords properties, in date order.

Collated property statements

The landlord will receive statements for all properties on the same PDF. If statements are sent by email the landlord will receive one email, with one PDF statement.

Separate property statements (or per property statements) - as outlined here

A statement will be created as a separate PDF for each of the landlord's properties. If the landlord receives statements by email, each property statement will be sent on an individual email.

When enabled, the end of financial year statements (outlined here) will also be produced per property and on separate PDFs, see notes below.

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title	If switching from another layout to Separate separate property statements - read these notes

When switching from another layout to per Separate property statements from another layout, the system will check for any transactions that are not linked to a property - and ; if there such transactions are found, the user will be prevented from using per separate property landlord statements and the following warning will appear:

ADD IMAGE?

If all transactions are linked to a property, you will be prompted to carry on from the last statement number or start from number 1. It is recommended to continue from the last statement number, to maintain consistency for your landlord, and make it easier to refer to past statements.

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title	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.

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title	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.

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title	Troubleshooting

How 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

I can’t enable per property statements

If group payments are enabled, separate property statements will not be allowed
To enable Separate property statements, un-tick Group property payments (need to say where?)

I 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

Grouped/Sorted by property

All of the transactions due to appear on the statement will be grouped by property, but will appear on a single PDF. The opening and closing balance will represent to the total for all properties. This should be used in conjunction with Grouped property payments (could say where this is set?)

Send when net payment is zero

When the Send when net payment is zero box is ticked, each time there is a payment processed on the landlord, a statement????

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Old Version 6

New Version 7

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