Tenancy Screen - Statements

Printing a standard statement (individual)

To print a Statement, from the Home Screen, click Tenancies, then Manage Tenancies and double click on the Tenant you want to print the Statement for and the Tenancy screen will open. 

Click Continue to view the preview of the Statement, which includes:

• Details of your Organisation in the header of the Statement.
  
• ‘Client Statement’ appears underneath your Organisation’s name
  
• Tenant’s Name/s & Address
  
• Payment Book ID if applicable
  
• Tenancy Start Date
  
• Tenancy End Date if this is a Vacated Tenancy. This will be blank if this is an Active Tenancy.
  
• Currently Weekly Rent amount
  
• Rent Calculated To date
  
• Rent Paid To date
  
• Balance As At Today which is the dollar amount the Tenant/s are paid to as at today
  
• Opening Balance of the Tenancy
  
• Final Balance

The body of the Statement will show all of the charges and payments (rent and non-rent) in the Tenancy Transactions ledger. 

Click Exit to close the statement screen.

Printing an SACAT specific statement

The SACAT Statement is used by South Australian Chintaro users to print and provide the South Australian Civil and Administrative Tribunal with evidence of a Tenant's rent arrears. This style of statement is different to all other Chintaro statements, and  is the only acceptable format for SACAT.  

Click Print Statement from the screen functions (blue buttons) and select SACAT from the Mandatory Statement Type field.

The SACAT Statement does not allow you to enter an optional statement start or end date as it requires the entire rental history printed. 

You are able to enter Optional Statement Text if you would like text to be printed at the end of the Statement that will appear highlighted in yellow. To save time in entering common Statement Texts, default Statement text can be added by your System Administrator, via System Maintenance>Reference Tables> Statement Text.

Select the Optional Note Type as 'Statement'. If you enter Optional Statement Text, this text will default in the Note Text section, and a Note will be created in the Notes section of the Tenancy Record.

Click Continue to view the preview of the Statement:

The SACAT Statement will show in landscape format, and will only show Rent Payments (no charges). 

Click Print to send the statement to the printer, or Close Print Preview to return to the Tenancy screen.

---

Printing tenant's statements in bulk

To print Statements to Tenants in bulk, from the Home screen click Tenancies, then Print Bulk Statements.

Select the Type of Statement you want to print from the Statement Type options:

 

Option	Description
Type	A Client Statement will print a statement showing all transactions (Rent and Non Rent),  A Rent Statement will print a statement showing only Rent Charges and Payments  A Non Rent Statement will print a statement showing all Non Rent Charges and Payments (everything in the Tenancy Transactions ledger that is not Rent) A SACAT Statement is used for South Australian Chintaro Users only, to take to their State's tribunal A NSW Statement will print a statement for New South Wales' Chintaro users only A Transaction Group statement will print all transactions related to a group (EG Water, or Utilities)
Optional Statement Start Date and an Optional Statement End Date	Enter an Optional Statement Start Date and an Optional Statement End Date if you want to print the statement for a period of time (EG Calendar Year, Last Financial Year, etc.). If you leave these fields blank, you will print all of the Transactions that belong to this particular Transaction Group from Tenancy Transactions ledger from the beginning of the Tenancy.
Optional Statement Text	You are able to enter Optional Statement Text if you would like text to be printed at the end of the Statement that will appear highlighted in yellow. To save time in entering common Statement Texts, default Statement text can be added by your System Administrator, via System Maintenance>Reference Tables> Statement Text.
Optional Note Type	Select the Optional Note Type as 'Statement'. If you enter Optional Statement Text, this text will default in the Note Text section, and a Note will be created in the Notes section of the Tenancy Record.
Sort Order	Select the Sort Order for which the Statements will be Printed. This is useful if you are sending a large number of statements to Tenants and you want them printed in a certain way (EG by Property name) for mailing purposes.
Duplex	Select the Duplex Printing option (Single or Double Sided).

Sort or filter the columns on the screen to display Tenants you want to print the Statements for (EG Tenancy Status column, Property, etc.), then click Select All to include all Tenants, or individually include the tenants you would like to print the statements for by clicking the Include? box.

Note: Select None to deselect all Tenants, or select Tenants individually by ticking the Include box. Clicking Show All will go back to the default view and Non Email Tenants Only if you wish to print the Statements for those Tenants who do not have a valid Email address in Chintaro.

Click Print to send the selected Tenant's Statements to your default printer.