Please find below guidance on how to locate previously generated statement documents and statement emails.
1. Locating previously generated documents
Go to Lettings properties > View properties
Locate the property in question
In the View column, expand the dropdown and select View uploaded files
Open the Owners and tenants tab and locate the Statements folder
In the View documents column, click on the three dots/lines icon
Users will be directed to a new page that lists all statements that have been generated for that property
To open a statement document, click on the filename
Alternatively, statements can be accessed via the Landlord's ledger, as indicated below:
Go to Lettings properties > View properties
Locate the property in question
In the View column, expand the dropdown and select Ledger (landlord)
Click View statements
Users will be directed to a new page that lists all statements that have been generated for that specific property
To open a statement document, click on the filename
2. Locating previously sent statement emails
Note: Previously sent statement emails are not recorded within the View correspondence page and instead, are logged within a specific Email statements page.
Go to Lettings properties > Property balances
Click Email statements
This page will display all Unsent statement emails by default
To view previously sent email statements, expand the Status filter and select Sent (shown below)
To send all previously unsent statement emails, select Send all unsent emails