If an annual statement needs to be generated or a statement recreated for a landlord, this can be done in the landlord ledger by creating a custom statement.
To generate a custom statement, please do the following:
Navigate to Lettings properties > Property balances
Click on the value within the Landlord balance column to access the ledger
From the top right corner, select +Statement
Select the Custom date range
Enter the start and end date for the period the statement should cover (based on the date the transactions were receipted and paid out)
Tick Generate email for landlord
Click Preview to review the statement
Click Generate
The statement will open in a new browser window, and an email to the landlord will be generated that contains a link to the statement
If an annual statement needs to be generated for a landlord with multiple properties that are not linked in a statement group, it can be generated from the owner's page.
Navigate to Owners> View owners
Locate the required owner
Select an option from the "Statements" column
Type 1- This will generate a statement which summarises the last full calendar month.
Type 2- This will generate a statement which includes everything since the last rent-out on the properties.
Custom- Allows you to enter a custom date range.