Landlord period statements

When a landlord requests a balance of the income and expenditure from their statements for a specific timeframe, you can create a (landlord) period statement. This can be printed or emailed as needed.

Landlord period statements are sometimes required for quarterly or end of year reporting. 

Create period statements from the contact record

1. Click Contacts on the main navigation bar
2. Select the relevant landlord from Recent & Favourite Contacts
   1. Alternatively, find the landlord using the Search Contacts bar in the top right
3. Click Docs
4. In the dropdown menu, click Send Period Statement
5. The Send Period Statement window opens. Click the calendar in the Statements Dated From and To fields, to choose a period
   1. Click Print Preview, if required
6. Click Send Report to send the period statement via the contacts (landlords) account delivery method

Create multiple period statements from accounts

1. Click Accounts on the main navigation bar
2. On the side menu, in the Bulk Communications section, click Period Statements
3. In the dropdown menu, click the correct Branch, if required
4. Click the calendar in the Statements Dated From and To fields, to choose a period
5. Click Contact Delivery Method or Print All depending on how you wish to deliver the statement
6. Confirm the required content by selecting or deselecting the tick boxes for Include Archived, Include NRL tax, Print Property Analysis, Print Itemised Income and Print Itemised Expenditure
7. Tick the landlord(s) that you wish to send a statement to
   1. Click Preview, if required
8. Click Create Statement to create and send the statement via the selected option

• Related Help Centre articles that you may find useful.

  Initial settings on a landlord