Landlord income/expenditure statements (landlord income & expenditure run)

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

The landlord income/expenditure statements function allows landlord income & expenditure statements to be produced & sent in bulk

This screen is used to produce End of Financial Year (EOFY) statements, as outlined here:
Produce End of Financial Year (EOFY) statements

1. Access landlord income & expenditure run

From main menu:

2. Landlord income & expenditure run

Use Transaction Dates fields to choose which statements to generate
The report is shown in a grid, which allows you to:
- Click any column heading to sort in ascending/descending order
- Click to the right of a column heading for filter options
- Right-click column headings to show totals, add further columns and/or export to Excel

3. Prepare statements

In screen shown above:

4. Statements prepared ready to send

Depending on the Send option set for each landlord decides how the statements are now presented

The send option is set via the landlord Statements screen, Send Statement option - this can be set to Post or Email

Post

Where a landlord has chosen to receive paper statements, the statement will be generated and displayed on screen, ready to print

Email

Where a landlord has chosen to receive statements via email, the statement will be generated as a PDF and attached to an email addressed to the landlord, ready to sent
The option to continue previewing the statements is then offered

Post

Email

To email and/or print all remaining statements in bulk,
un-tick Continue previewing options and click Proceed

5. Statement run complete

When all statements have been printed and/or emailed:

a confirmation message is displayed, click OK
when returning to the landlord income & expenditure run screen, the Last Statement column will show when the last statement was generated

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