In Alto, you can process a landlord statement from an individual landlord. This includes:

  • Producing a landlord statement 
  • Viewing a calculation of a landlords NRL tax
  • Withholding money 
  • Adding statement remarks
  • Landlord statement sending options

To view a list of all landlords who have money available to pay, you can view and click the Landlords To Pay widget on the Property Management Dashboard. 
For more information on Landlords to pay from the dashboard, click here


Any landlord who doesn't have any funds to be paid, can be viewed from their individual landlord record where a view of all outstanding invoices and charges can be seen.

  1. Click Contacts on the main toolbar
  2. Select the relevant contact (landlord) from Recent & Favourite Contacts
    1. Alternatively, find the contact (landlord) using the Search Contacts bar in the top right
  3. The landlord Overview displays. Click Actions
  4. In the dropdown menu, click Payment
  5. The Payments For This Landlord window opens. The Payments tab displays this landlords payments 
    1. A tick is already selected to Include items in the list. If required, untick to exclude any items from the list and these items will appear the next time you pay this landlord
    2. NRL Tax Deducted - The i symbol provides a calculation of any NRL tax collected
    3. Balance Carried Forward - If you would like to hold funds, enter an amount here. The next time you pay the landlord, the amount will appear in Balance from Previous Statement
    4. Total Payable updates each time any changes are made in this view
  6. Click the Options tab to edit the details of the landlord statement, or to add a Statement Remark
  7. Click the Payments tab
  8. Click Preview to view a copy of the landlord statement
  9. Click Update to generate a landlord statement, sent by their Account Delivery Method
    For more information on Initial settings on a landlord, click here

 Note

  • A Timeline entry appears on the landlord for whom you have updated
  • An entry is recorded on the landlords Transactions where the landlord payment can be reversed, if necessary
    For more information on Reversing a landlord statement, click here
  • Depending on the Payment Type, the payment either appears on the Accounts, Bank Reconciliation or AccountsBACS Payment Update screens
    For more information on Bank reconciliation, click here
    For more information on Making payments via BACS, click here

Landlord statement sending options

In Branches, within System Administration, you can change the options of who is the sender of landlord statements from Alto.

  1. Click Tools on the main toolbar
  2. On the side menu, under System Tools, click System Administration
  3. Click Branches
  4. Click Edit next to the relevant branch that you wish to change the settings for
  5. Locate the Accounting Document Sending Options, then select from the dropdown menu:
    1. Negotiator - Sends the landlord statement from the negotiator as set on the Landlord contact
    2. Current User - Sends the landlord statement from the user who is logged in and activating the pay landlords 
    3. Documentation Sender Email Address - An email address can be added of your choice which the landlord statement emails will be sent to your landlord
  6. Click Save

 Did you know...

There is also a troubleshooting article on I want to pay a Landlord - How do I do it, which you may also find useful

Related articles:

Creating and managing payment groups

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