Consolidated Debt Management

The Consolidated Debts Reminder from the Home Page shows any Landlords with Consolidated Payments selected (in More Details) that owe money (a negative balance) . Click on the Reminder to display the Debt Management screen. From here you can produce an Account Statement showing the arrears or an email displaying the arrears with a .PDF of the Account Statement attached.

The Consolidated Debt Management screen can also be accessed by Financial Tab -> Debt Management -> Consolidated Debts.

Optionally, you can filter the Contacts by Account, Contact Type, Site / Branch or Contact. There's also an option to Exclude Previously Emailed.

The following information will be displayed:

Contact
Last Statement Date
Rent Arrears
Bank Account
Work Orders Unpaid
Amount Owed

The Menu button has the following options

Reports
Find
Export Grid To Excel
Refresh

Using the Consolidated Debt Management screen

Step 1 - Select to include the Contacts that you want to chase for money, filter options are available for Account, Contact Type, Site Branch or a specific Contact. Click Run.
Step 2 - Choose to either

Print a Copy of the Statement for filing

Print a Copy of each Statement to Post

Produces Emails and attaches Statements as a .PDF

Produce SMS Texts

The Consolidated Debt management screen will exclude any Landlords that DO NOT have Consolidated Payments selected (in More Details) . These Landlords should be managed via the Debt Management screen.
Merge fields of "AccountArrears" and "AccountArrearsDaysOverdue" can be used for letters, emails and SMS texts to show how much is outstanding and by the days overdue.