Statements via the Landlord Grid

Statements via the Landlord Grid

You can also easily create a batch of statements via the Landlord Grid.  There is even some quick links that you can add to your  Quick Links in the Finance dashboard or Right Hand Tool Bar called "Landlords with Payments Made By This Office xxxx” with differing timescales such as "Today" and "in last 7 days" as shown below

By clicking on this Quicklink, you will open a grid which shows all landlords paid.

1. Use the tick boxes in the left had column to choose which Landlords you wish to create statements for.
2. Right click on the screen to bring up the Right Click Menu.
3. Choose either “Print Statements” or “Email Statements” from the Outputs sub menu

The following window will open

1. Select whether you wish the statement to be filtered by transaction or date range.  Expert Agent will used the last transaction date on the previous statement to create the new statement.
2. These fields will automatically be ticked and therefore will update the two options. 
3. Select which templates you wish to use for your statements and if emailing what subject you wish for your email 
4. When you click the ‘Save' icon one of the following messages will appear.

Rather than having to wait for Expert Agent to process your request, you are able to continue with other tasks. A message will appear in your top message area confirming when the statements are ready for printing or when they have been emailed out to the recipients.