Tenancy Manager
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Current Statement Run
Current and previous statement runs are only available for agent plans
The current statement run is used for tracking payments to landlord clients for rents received less commission and other deductions (invoices).
It's made up of three sections:
    rents received for managed letting units
    deductions from rents (landlord invoices)
    final statement run for sending to landlord

Rents received

As a rent is entered as paid under a tenancy, if it's a managed or rent collection only letting unit, the rent will be shown in the current statement run top section.
The rents are grouped by individual landlords.
Using the action button next to the rent payment, it can be marked as paid or pending.
If the rent is red, it's pending and green is marked as paid.
When you mark a rent as paid or invoice as deducted, it's not actually paid at that moment. Only when the statement is finally marked as paid is it cleared and put into a statement run. You can mark as paid/deducted and leave the screen, then come back later and it will be retained.
You can also multi select and click the paid/undo button and it will be set to the opposite of what it was. If it's shown as pending and multi select is used, it will be marked as paid. If it's marked paid, it will change to pending.

Deductions

Deductions are basically landlord invoices.
Deductions are grouped by individual landlords.
A new deduction can be created using the button at the top right of this section.
Alternatively, a landlord invoice can be created as described earlier and it will be shown in the deductions section.
Using the action button next to each record, the deduction can be marked as deducted or pending.
Like rents, pending is shown red and marked paid is shown green.
You can also multi select and click the deduct/undo button and it will be set to the opposite of what it was. If it's shown as pending and multi select is used, it will be marked as paid. If it's marked paid, it will change to pending.

Statement Run

As rents and deductions are marked as paid, they are added and totalled to a statement on a per landlord basis.
When all you want to include in a statement are marked as a paid, use the action button to either download or email the statement.
On clicking download or email, a statement will be created and all marked as paid and deducted will be removed from the current statement run screen. Previous statements can be viewed in the previous statement run under the sidebar.
Last modified 1yr ago