How do I bulk-generate statements of account for tenants?

The "Lease Statements" report allows you to efficiently generate and download detailed statements for multiple tenants at once. This is useful for regular financial reporting or when you need to provide several tenants with their account history simultaneously. 

Accessing the Lease Statements Report

To begin, navigate to the report page:

Path: Reports > Lease Statements

 

How to Generate Bulk Statements

Follow these steps to select tenants and download their statements:

1. Select Tenancies: On the Lease Statements report page, you will see a list of all tenancies. Use the checkboxes on the left-hand side to select all the tenancies for which you want to generate a statement.
2. Choose a Batch Action: Once you have made your selection, click on the Batch Actions dropdown menu. You will see two options for exporting:
   • Export Selected: This option will download a separate statement file for each tenancy you have selected. You will receive multiple individual files.
   • Export Selected - Combined: This option will consolidate all the statements for the selected tenancies into a single, combined file.
3. Download the Statements: After choosing your preferred export option, click Export Selected, the download will automatically begin in your browser. You can then open the file(s) to view the detailed statements of account.