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Raising end of financial year statement fee invoices - configuration option

Raising end of financial year statement fee invoices - configuration option

Owned by Fiona Hardy
Last updated: Jul 18, 2022
2 min read

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

Where a fee is charged for producing the income and expenditure statement (or End of Financial Year statement), a fee can be entered against each individual property - the charge will then be automatically created when running the end of financial year statement from the Income and Expenditure Run

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1. Set up report fee on property record

The report fee needs to be set against each property

From the property record:

  • Click Rent/Fee Details

  • In the I & E Report Fee field, enter the required fee

2. Preparing an Income & Expenditure report

From the landlord record, click Statements, in the Prepare Statement section:

  • Select the required property (where applicable)

  • Select Income & Expenditure

  • Click Preview and Print
    A prompt to include the statement fee is displayed

  • Click Yes or No depending if you wish to charge the fee at this time

 

3. Creating Landlord Income/Expenditure Statements

When creating the Landlord Income/Expenditure Statements, the statement fee will be automatically included

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