Tenant Statements allow you to print detailed records of tenant transactions, opening balances, and current balances. Follow these steps to manage and print tenant statement templates:
Managing Tenant Statement Templates
Navigate to Templates:
Go to the Settings page.
Click Templates on the left sidebar.
Select the Tenant Statements tab.
View and Edit Templates:
Here, you can view your existing Tenant Statement templates.
You can edit, duplicate, or delete existing templates as needed.
Importing New Templates:
Click Import and choose from the following available templates:
Under the Tenant Statement category:
Tenant Statement Grouped Details
Under the Other category:
Tenant Statement
Tenant Statement - Detailed
Tenant Statement w/ Payment Stub
After importing, all these templates will appear under the Tenant Statement category.
Printing a Tenant Statement
Navigate to Tenant:
Go to the Accounting Tenants page.
Select the relevant tenant.
Open Print Dialog:
Click on the Print Statements button in the footer.
This action opens a modal for printing statements.
Select Print Options:
Choose Tenant Statement as the category.
Select your preferred Tenant Statement template.
Specify the start date and end date for the statement.
Print the Statement:
Click Print.
The Tenant Statement will open in a new tab, ready for printing.
Information Included in Tenant Statements
Tenant Statements provide:
Tenant details
Opening balance as of the selected start date
Detailed transaction records within the selected date range (including columns for Date, Type, Memo, Increase, Decrease, and Balance)
Current balance as of the end date