How to Create Landlord Statements in Bulk

Before using bulk statements, we strongly recommend starting with individual statements first — especially when you only have a handful to produce.
Creating a few statements individually helps you:

  • Understand the full statement flow

  • See how dates, transactions, and actions behave

  • Get familiar with the details before processing large batches

Once you are comfortable with the individual process, the bulk statement feature becomes significantly more efficient — particularly when you have many landlords to process at once.

If you’re new to landlord statements, start here first:
How to Create an Individual Landlord Statement


Starting the Bulk Process

You can begin bulk statement creation in two ways:


Option 1: From the Dashboard

  1. Go to the Landlords section on the Dashboard.

  2. Click any of the statement tiles, such as:

    • Statements Due

    • Awaiting Sending

    • Awaiting Payment

    • Awaiting Approval (if enabled)

This will open the View Landlords window, automatically filtered to the relevant landlords.


Option 2: From the View Landlords Window

  1. Open View Landlords.

  2. Use the Status filter to select:

    • Statement Due

    • Awaiting Sending

    • Awaiting Approval

    • Awaiting Payment



Both methods leave you with a filtered list of landlords ready for the next action.


Opening the Bulk Statement Window

Once the landlords are filtered:

  1. Click the checkbox to select them all.

  2. Click the Statement dropdown at the top.

  3. Choose the next required action:

    • Create Statement

    • Send Statement

    • Approve Statement (if approval is enabled)

    • Pay Statement



This opens the Bulk Statement window, showing all statements relevant to the action you selected.


Inside the Bulk Statement Window

The bulk statement window gives you a clear overview of all selected statements. Here you will see:

  • Each landlord included in the batch

  • Their statement status

  • Totals for income, expenses, and net amount

  • Statement dates

  • Any warnings for commission mismatches

  • Buttons to open or refresh individual statements

  • Button to remove unwanted statement.

This layout allows you to review everything at a glance before processing.

You can:

  • Open any statement to view the full individual statement window

  • Make amendments

  • Return to the bulk window

  • Click Refresh in the bulk window to reload all totals and changes instantly

You remain in full control throughout the process.


Step 1: Create Statements

If the selected landlords are at Statement Due, the bulk window will display all draftable statements.

For each landlord, the system will:

  • Automatically calculate the Start Date (one day after their previous statement)

  • Suggest the End Date based on their recurrence settings (you can manually move the end date by opening individual statements)

  • Load all transactions not yet included in a previous statement

  • Display totals grouped by income and expense

You may open any statement individually to:

  • Remove transactions

  • Edit transaction details

  • Add missing information

  • Refresh the list

Once satisfied:

  1. Click Create Statements in the bulk window.

  2. SleekTech will create and lock each statement.

  3. All statements will move to the next stage:

    • Awaiting Approval (if required), or

    • Awaiting Sending


Step 2: Approve Statements

This step appears only if your system requires statement approval.

In the bulk approval window, the approver can:

  • Review totals for all statements at once

  • Open individual PDFs or email previews

  • Open any statement for correction

  • Click Refresh after making amendments
    (Due to the statements are already created at this stage, if making amendments and refreshing, the system will prompt that the statement will be deleted and recreated)

Once everything is correct:

  1. Click Approve Statements.

  2. The Date Approved for each statement will be filled in.

  3. Statements move to Awaiting Sending.

If approval is not enabled in your Control Panel, SleekTech will automatically skip this step.


Step 3: Send Statements

In the bulk sending window, you can send all selected statements in one go.

For each landlord, SleekTech uses:

  • Their default statement email template if set

  • Otherwise, the global default template from the Control Panel

Based on your system settings:

  • If Send Immediately is enabled, emails are sent behind the scenes.

  • If not, Outlook will open all statements in separate Outlook windows with pre-filled emails ready for sending.

After emails are sent:

  • You will be prompted to confirm (This will only appear, if your Send Immediately is not enabled)

  • The Date Sent field will be populated

  • Each statement moves to Awaiting Payment

If you have already sent the statements manually, you can simply enter the Email Sent Date and the system will advance them.


If your Control Panel is set to Automatically Mark as Sent, this step is skipped entirely.


Step 4: Pay Statements

The final step is marking statements as paid.

In the bulk payment window you can:

  • Review totals for each statement

  • Export a BACS file containing all payments, ready for upload to your bank

Once you click Pay Statements:

  • The Paid Date is filled in

  • Each statement is marked as Paid

  • Transactions appear in Banking for matching

  • All statements are marked Complete


If the Control Panel setting is enabled to automatically mark statements as paid, the statements will be marked complete immediately after sending.


Summary

Bulk statement processing allows you to:

  • Move dozens (or hundreds) of landlords through the statement cycle efficiently

  • Retain full visibility at each stage

  • Open and adjust individual statements as needed

  • Refresh and reload all totals without leaving the bulk view

  • Create, approve, send, and pay — all in one streamlined workflow

It’s the fastest way to manage high volumes while still keeping control over every detail.