An End of Year pack can now be generated for each Financial Period / Service Charge year on every Block. It is generated from Company/Company Info/End of Year Pack. Each Pack will contain the following set of documents.
- All Service Charge Statements for each unit (single pdf file)
- All Service Charge Demands with due date in the selected Period (one pdf per invoice group)
- Cashbook for each Bank Account (multiple excel files)
- List of all Supplier’s Invoices with attachments (one excel file with list of Invoices and attachments in whatever format they were originally uploaded)
- All Budgets linked to that Period
- Budget vs Expenditure Report
- Trial Balance
- Previous Year Accounts Please follow the link below for more details:
End of Year Pack
Our training modules help you maximise your time and get the most from the Resident® platform.
From £500 + VAT for a half day or £850 + VAT for a full day onsite training. Please email kate@resident.uk.com to arrange.
