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:
|
|
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
| |
3. Posting in bulk From the main screen:
| |
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:
|
|
Related articles