Chintaro has a number of statements that can be printed to show a Tenant their balance(s) of transaction groups. A Tenant may request a ledger, you may print them routinely at the end of each month or they may be used when you are attending your State's tribunal. A Rent Statement in Chintaro is a statement that will show all rent transactions transactions only from the Tenancy Transactions ledger.
Printing an Individual Tenant's Statement for Rent Transactions Only
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 the Print Statement button (in the blue functions at the top of the screen):
The Statement Options pop-up box appears:
Select the type of Statement you want to Print from the Mandatory Statement Type options - in this case, it will be a Rent Statement which will show all Rent transactions (Charges, Payments, Adjustments, Refunds, etc) but no other transaction types (EG Utilities, Damages).
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.
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 Statement 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. NOTE: Client Statements can be printed in bulk for multiple Tenants. Click on the hyperlink to view: Printing Statements for Tenants in Bulk
Click Exit to close the statement screen.