How do I send my first statement to a landlord?

To send your first statement to a landlord in agentOS, follow these steps:

1. Navigate to Office, then Post Bag, then select "Authorise Statements"
2. You'll see statements that are marked for email delivery—these are ready to be sent
3. Select the statements you want to send
4. Click to authorise them
5. When prompted, choose the sender email address (this will depend on your organisation's email setup)
6. The system will then send the statements to the landlords

When you're new to agentOS: You may want to check with a colleague about which statements to send and when. Different organisations have different policies about statement timing and frequency.

Timing: Statement sending is typically done after you've processed payments but before the end of the day, so landlords receive their updated statements showing recent activity.

If you have questions about your organisation's statement processes, speak with your manager or contact support@agentos.com.