Release of our ‘End of Year Pack’

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 to arrange.