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Separate property statements are 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 (as outlined here) will also be produced per property and on separate PDFs, see notes below
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Statement layout: grouped/sorted by property
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When the Send when net payment is zero box is ticked, each time there is a movement of money processed on the landlord, a statement will be produced - this includes all zero payments, such as using a float to pay a supplier invoice When the Send when net payment is zero box is un-ticked, the landlord will receive a statement when a payment has been made to them - or, when income such as rent or a landlord receipt has been used to pay invoices, resulting in a zero payment Paying an invoice from float will not produce a landlord statement |
If switching from another layout to separate property statements
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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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