Account Summary Statements
Account Summary Statements can be produced to summarise transactions for clients tax returns for example at the end of the year, or end of tax year. To produce these statements you would use the Account Summary Statements icon under the Financial tab.
The Summary Statements screen displays a list of Contacts with the following information:
Contact
Property
Include - a checkbox allowing the selection of which Contacts should have a Statement printed
Producing the Account Summary Statements
Click Financial Tab → Account Summary Statements
The Date Range selected by default is last financial year. This can be changed by using the Date Range drop-down list or by modifying the dates on the calendar next to this field.
Choose the Contact Type and Account from the drop-down lists.
Specific Contact - find Account Summary Statements for a specific Contact.
An Product can be optionally added e.g. if you wish to make a charge to the Landlords for producing their Summary Statement. Select the Product at the from the drop down-list, specify the amount you wish to charge (including VAT).
In the Statement Notes field you can add a note to appear on their monthly statements
These will not appear on the Account Summary Statements.
In Step 1 - select the Contacts for whom you wish to produce Statements for
In Step 2 - if the Use Contacts Preferred Delivery Method i.e. Email / Post / Both is selected then the Statements will be produced in the format that the Landlord has set in their preferred delivery method in the More Details screen. If the use Contacts Preferred Delivery Method is unselected then once you have clicked the Run button you can chose the Delivery Method.
Click the Run button.