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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 outlines where to access the supplier/agent payment run and how to post in bulk.


1. Access option from main menu & select client account

From the main menu:

  • Click Estate

  • Select Daily Accounts Processes

  • Click Supplier/Agent Payment Run

  • Select the appropriate client account from the list and click Accept


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

  • Double-click each line to get a full breakdown of the selected payment consists of
  • Click Post


3. Posting in bulk

From the main screen:

  • Tick the items you wish to action

  • Click Post


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:

  • Click Print

  • If you want the breakdown report as a PDF, tick Send to PDF

  • Click Accept

  • Click Yes to preview

    The report will be displayed


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