Landlord Period Statements

Landlord Period Statements

It is now possible to print / e-mail a Period Statement for a Landlord, to show transactions that have appeared on Landlord Statements, within a specified period.

On the  Landlord contact screen, under the Docs dropdown menu,  there is a new option available named Send Period Statement.

Select the reporting period using the Calendar icons to see a preview of the proposed statement which, may be sent in accordance the contact’s Accounting Delivery Method preferences.

There is an option to preview the Statement for internal use, by selecting Print Preview. This will produce the statement without sending it to print / e-mail.

If you select Send Report, the document will be sent to the Accounting Documents print queue, if the contact has the print preference selected.

The request will also be added to the timeline, where users can regenerate e-mails.

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