Landlord statement shows portfolio-wide summary

When producing a statement for a landlord, up until now the activity across all properties in the portfolio has been mixed together in date order. We've had a number of requests to make enhancements to this portfolio-wide landlord statement, and over the last few weeks we've taken advantage of the lull in activity due to COVID-19 to deliver some exciting improvements to this report.

Summary of activity across the portfolio

The landlord statement now comprises two sections, although they are in the form of a single PDF report, which can be printed, downloaded, or emailed. 

The first section, on the front page, lists all properties in the landlord's entire portfolio with an accompanying table layout showing the following columns fo each property.

At the bottom of the table there is an overall total value for each column, so you can quickly see how much income has been received across all properties, what charges have been applied across all properties, how much has been paid out, and the overall closing balance.

Separate page for each property

The second section, the body of the statement, has the activity split out grouped by property. At its simplest it will have a separate page for each property showing all financial transactions during the report period, showing the activity categorised by income vs. charges and expenses vs. payouts. 

This is a big improvement on the previous format where all property activity was mixed together.

As before, you can still produce a property-specific report from the individual property records. 

Default report style

This is now the default format for landlord statements, when clicking the View Statement link from a landlord record, or when choosing to automatically send an email to the landlord when processing their payouts at the end of a month. 

As always, whatever format and activity is shown in the on-screen report will be reflected in the emailed PDF report. 

We hope this makes your staff's lives that bit easier, and ultimately it will help landlords get a simpler at-a-glance overview of what has happened on their properties during your report period.