Preparing leaseholder statements (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

The leaseholder statements screen rounds up the daily processes - this page outlines how to access the leaseholder statements, what the screen displays and allows us to do, plus how to produce the leaseholder statements ready to send out

1. Access option from main menu

From the main menu:

  • Click Block

  • Select Daily Accounts Processes

  • Click Prepare Leaseholder Statements

2. Leaseholder statement run screen

The screen will look at all estates, then individually at leaseholder level as to what should be produced - as seen in the Unit and Leaseholder columns

  • The statement Frequency is displayed and the Send column displays the method of sending that has been selected on the unit record (Post or Email)

  • Tick boxes on the left allow you to deselect any particular leaseholders, where required

  • When ready, click Prepare to generate the selected statements, then click Yes to confirm
    Depending on the Send method, the first statement will either open as an email (with attachment) or will be displayed ready for you to print

Sample statement:

3. Printing/emailing statements

After previewing the first printed statement/e-mail the option to continue previewing will be offered

  • Click Proceed to continue previewing
    Or un-tick to continue without previewing

  • Once all statements have been produced, the Statement Run Completed message will be displayed