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How can I create an annual statement for my Landlord?
If you are looking to create an annual statement for your Landlord, you can do this in the same way you would run any other statement.
From the Landlord record - statement tab - use the property filter to select the relevant property if your Landlord has multiple properties and you are wanting to create the statement for just one of the properties.
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You can then click the 'create statement' button in the bottom left hand corner which will open the print statement window.
- Select to run the statement by date range
- Enter the date range in question
- Chose to whether you untick the update statement number and statement dates tick boxes dependent on your preference
- Save
This will take you to the select a template window.
Where you will find the 'Landlord Annual Statement - Styled' template under the 'Expert Agent Default Letters' tab that you can clone across to add headers and footers. As with all other statement templates, the main body of the template is hard-coded and cannot be edited. Once you have selected your template you can then either print or email the statement as normal.
Please see Landlord Statements for more detailed information on creating statements should you wish to create these in bulk for all of your landlords from the Landlord Grid for example.
Landlord Annual Statement - Styled
Accounting for Sales Properties
The sales finance side of Expert Agent is far more simple than our lettings finance which allows you to fully account for your lettings client account.
While you are able to create invoice documents to send out upon Exchange of Contracts and also for One Off Charges, along with adding a receipt to the Charges Tab of the property using the receive a payment under the right click > housekeeping > sales accounts, these functions are only intended to provide an audit trail on the property record and aren't in any way intended to be relied upon for accounting purposes or to be MTD compliant.
You can produce a report to show you these Property Invoices but the original point of entry for any invoices raised via your business/office account needs to be your dedicated office accounting software and not Expert Agent. There are no accounting features within Expert Agent for the sales side of your business.
What do I do if Excel is removing zeros from my sort codes in bank export?
For anyone using Bank Export to make their Landlord and Contractor payments, some banks require the file to be in a .txt and some in a .csv.
If you require a CSV and use Excel, Excel will pre format your columns to a "general" format which will mean any sort codes or account numbers that begin with a zero will be missing the first number. To counteract this, you need to download the file slightly differently.Â
Run your chosen bank export as normal from the payments to make report - clicking to create bank export - choosing your bank and making your selections. Then click save to download the file.
When the file downloads, rather than clicking on the download in the bottom left:
Open Excel on your machine and find the downloaded file to open it:
 From here you will be presented with the following:
 Click the 'Next' button without making any changes. This will open the following:
In the 'Delimiters' section change the setting from 'Tab' to 'Comma' and click the 'Next' button. This will open the following:
You will need to then select the columns that contain the Sort Code and/or Account numbers and change the 'Column data format' from 'General' to 'Text' and click the finish button. This will open your CSV with all columns formatted correctly.
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