Supplier/agent payment run (estate management)

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

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 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 Leave options set as shown Click Accept Click Yes to preview The report will be displayed The option to save the report as a PDF is available (see top right of the report viewer toolbar)

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