Landlord Statements

There are three ways in which you can produce your Landlord Statements within Expert Agent to then either post or email these to your Landlords:

• From the Statement Tab on a landlord record - used if you are wanting to produce a one off statement
• From the Payments to Make Report - used to produce batch statements following on from your payment run
• Via the Landlord Grid - used to produce batch statements to a specific set of landlords outside of your payment run (annual statements for managed landlords for example)

Please note that you CANNOT produce a statement for a landlord in the same way that you would a letter via the Right Click action menu and Create Letter/E-mail/SMS. 

You have two different filter options when creating your statements. You can either create a statement listing all transactions within a selected date range (a period statement) or alternatively you can do it by selecting a last transaction, therefore the transactions showing on the statement will only be those posted after the selected transaction, even post-dated transactions which have been posted more recently.

All emailed statements will get logged onto the Landlord's events tab for future reference.

Statements from a Landlord Record

Statements via the Landlord Grid

Statements via the Payments to Make Report

For help on creating your Landlord Statement templates please see Landlord Statement Examples.