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This guide has been reviewed against our global client base and classed as relevant to |
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all regions |
This page outlines where to access the supplier/agent payment run, how to post individually and in bulk - plus how to create an estate payment breakdown report
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Access option from main menu & |
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select client account From the main menu: |
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2. Viewing supplier/agent payments & posting individually This screen provides a summary of how much is to be paid - comprising of fees to be paid, supplier payments and ground rent with summaries provided at the bottom of the screen |
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3. Posting in bulk From the main screen:
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4. Estate payment breakdown The Print option provides a full detailed breakdown of the payments in one document - this is useful if needing to check payments line-by-line From the main screen:
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Where to access the supplier/agent payment run, how to post individually and in bulk - plus how to create an estate payment breakdown report |