Landlord statement run

Owned by Fiona Hardy
Last updated: Mar 01, 2023
2 min read

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

This article explains how to send the Landlord Statements using the Landlord Statement Run 

Where there is a statement due, all landlords will appear in this run - allowing the statements to be sent in bulk - this process should be run at the end of your day, after you have created your payments through the BACS/ABA & Cheque Run

1. Access Landlord Statement Run 

From the main menu, click Lettings/Rentals:

  • Click Daily Accounts Processes and select Prepare Landlord Statements

  • Tick/untick entries to include/exclude landlords from the statement run

  • Click Prepare to start the statement run process

2. Previewing statements

The Output Options screen allows control over the e-mailing and print process

To preview all printed and/or e-mailed statements without the Output Options screen being shown:

  • Tick Continue without this prompt

  • Click Proceed

To stop previewing either printed or e-mailed statements:

  • Un-tick the appropriate box and click Proceed
    Remaining statements will be then be prepared without further prompts

You will always need to preview and manually send the first statement

The statement PDF is stored in document management and can be accessed via the Landlord Details screen, Docs button

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