Produce separate statements per property (not by landlord)

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

For landlord statements, an option to produce separate statements per property is available (as opposed to one statement per landlord)

This is useful for multi-property landlords, as statements will be sequentially numbered with no gaps

This overcomes issues found when using a Collated Property Statement (previously termed Individual Property Statement)

A Collated Property Statement is where one statement, containing multiple properties, is produced per landlord - when choosing to produce this statement type, if there are no transactions on a property, this will result in gaps in statement numbers

Selecting the Separate property statements option

From the landlord screen: 

  • Click Statements

  • In Statement Layout choose Separate property statements

    Collated property statements was previously termed Individual property statements