Answers to the most common questions about the End of Financial Year (EOFY) process in Re-Leased.
Disbursements and Close of Period
When should EOFY disbursements and Close of Period be completed?
No special steps are needed — follow your standard process. Complete the Close of Period after all disbursement runs are done, in line with your accounting requirements.
How do I provide an EOFY statement for an archived landlord?
Restore the Owner contact and ledger, then restore the Property. Generate the relevant reports, then archive them again.
Financial Summary Report
Why does a month show as $0 in my Financial Summary Report?
Check your Close of Period history via Client/Trust Accounts > Close of Period History. If a period was missed, re-run the report using the Date Override option.
Are credit notes included in the Financial Summary Report?
No. The report is based on cash transactions only and does not include credit notes.
Do journal entries appear on the EOFY statement?
No. Journaling is not supported in Re-Leased reporting. Only processed payments are shown.
Are ledger transfers included in the EOFY report?
Yes. Transfers appear in the Profit section for the month they were processed.
Why are some buttons greyed out when I select many owners?
When a large number of owners are selected, on-screen and download options are disabled to prevent browser timeouts. Use the email option instead — reports are processed server-side and you can email the PDF to yourself for review.
Delivery and Formatting
Can I include the property address in the EOFY email subject line?
Yes. Navigate to Settings > Templates > Correspondence, open your Financial Summary Template, and add the Property Address merge field to the subject line. Test the template to confirm the merge field populates correctly.
Can landlords access their EOFY statements in the Landlord App?
Yes — provided the statement has been saved under Property > Documents.
For Asia-Pacific customers, the term "Trust Account" is used. European customers refer to this as "Client Account". Client/Trust Accounting is not available to customers in North America. For more information on regional terminology, see our Glossary of Regional Terminology.