Supplier/agent payment run (block management)

Owned by Fiona Wilson
Last updated: Jul 04, 2022
2 min read

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

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 Block

  • 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)