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Landlord ledger - Creating a statement

Updated over 5 months ago
  1. Navigate to Lettings properties > Property balances

  2. Click on the value within the Landlord balance column to access the ledger

  3. From the top right corner, select +Statement

  4. Select the Custom date range

  5. Enter the start and end date for the period the statement should cover (based on the date the transactions were receipted and paid out)

  6. Tick Generate email for landlord

  7. Click Preview to review the statement

  8. Click Generate

  9. 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

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