LoftyWorks can produce a number of different statements depending on the requirements of the
agent and of the landlord. Whether it be a standard monthly statement, an annual statement, or a
combined statement for multiple properties LoftyWorks has the capabilities to provide this.
Landlord Statements
As seen previously under the Payouts section, when you are processing the rent payments, you
have to approve the statement before it is sent to the landlord. This then saves a copy of the
statement so that you can review it at a later date. A copy of the statement is saved under the
landlord contact. As such, to view a statement you must go to Contacts and then search for the
relevant landlord.
Click on the Landlord and then go to Statements. Here you can view all previous statements
relating to that particular landlord's properties by clicking on the PDF symbol on the right.
Another option when it comes to the landlord statements is to run it for a particular month, or
your desired dates.
To run the statement, you must first search for the relevant property on LoftyWorks, then select the
section Balance. Once you are on the balance section, you will see on the right-hand side that there
is a Statement button.
By selecting the Statement button, this will bring up a calendar for you to select your desired
dates. In the example below, the dates selected are for the month of April 2022. Using the date filters, you can run a statement of all the transactions within any given month. To produce the statement click the Generate button, and this will create a PDF statement to send to the landlord.
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