Creating a tenant statement
This guide has been reviewed against our global client base and classed as relevant to all regions
Process to follow to create a tenant statement
1. Access tenancy transactions From the tenancy screen, Accounts Functions panel:
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2. Remove deposit If the agent is also holding the tenant deposit, the total held should be excluded to show the true arrears balance
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3. Produce statement The statement can be exported to Excel and/or a PDF created
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4. PDF statement example Use the Save option (top right) to save the file locally, as required The statement contains the following information:
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