Produce End of Financial Year (EOFY) statements

This guide has been reviewed against our global client base and classed as relevant to all regions

This page explains the process involved to run the EOFY statements

From the main menu, click Lettings/Rentals, then Reporting & Analysis and from this section click Landlord Income/Expenditure Statements:

1. Obtain list of landlords

Open the Landlord Income & Expenditure Run:

A list of landlords that require an End of Financial Year Statement will be displayed

Transaction Dates will automatically default to the previous tax year
If a landlord has a block set, this will display as Blocked (see first example); the statement will still be produced

2. Preview a statement

Double-click the landlord to open the record
Click Statements, under the Prepare Statement section, select Income & Expenditure
This will default to the previous tax year but can be amended if required
Click Preview and Print
The EOFY statement will open

3. Send the statements

From the Landlord & Expenditure screen:

4. Manually send the first statement

The first statement will open in an email to preview, with the EOFY Statement attached as a PDF
You will be prompted to ask if you wish to keep previewing statements

To send all statements without previewing:

The statements will be sent from your Outlook account
Do not close AgencyCloud while this process is running

For information on what happens after a statement has been sent, see next step

5. After a statement has been sent

A solid green tick will be displayed and a box will advise when the run is complete
The PDF generated will be stored in Landlord Documents

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