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.
Note
(Landlord) period statements only show income and expenses from landlord statements dated within the selected timeframe. For example:
- If an expense is dated 30/03/2025 but the landlord statement is dated 10/04/2025, it won't show on a (landlord) period statement for 06/04/2024 - 05/04/2025
- However, it will show on a (landlord) period statement for 06/04/2025 - 05/04/2026
Landlord period statements are sometimes required for quarterly or end of year reporting.
Create period statements from the contact record
- Click Contacts on the main navigation bar
- Select the relevant landlord from Recent & Favourite Contacts
- Alternatively, find the landlord using the Search Contacts bar in the top right
- Click Docs
- In the dropdown menu, click Send Period Statement
- The Send Period Statement window opens. Click the calendar in the Statements Dated From and To fields, to choose a period
- Click Print Preview, if required
- Click Send Report to send the period statement via the contacts (landlords) account delivery method
Create multiple period statements from accounts
- Click Accounts on the main navigation bar
- On the side menu, in the Bulk Communications section, click Period Statements
- In the dropdown menu, click the correct Branch, if required
- Click the calendar in the Statements Dated From and To fields, to choose a period
- Click Contact Delivery Method or Print All depending on how you wish to deliver the statement
- 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
- Tick the landlord(s) that you wish to send a statement to
- Click Preview, if required
- Click Create Statement to create and send the statement via the selected option
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