Can I identify landlord statements by statement number in the History Log?

Zenya Allen
Zenya Allen
  • Updated

If a Landlord asks for a copy of a specific statement number and you don’t know the date it was created, you can look at the Document file name to easily identify the statement you require.

  1. Double click Landlords from the side menu
  2. Search for the relevant Landlord using Search Text by Name, Code or Status
    1. Alternatively, find the Landlord using Additional Options from the dropdown menu
    2. If searching for an archived record in Only Search Listable Records, select No
    3. Or select a Branch if multi branch is set up on your CFPwinMan
  3. Click on the Landlord
  4. Click on the book icon, Open the History Log, on the main toolbar
  5. Use the horizontal scroll bar to move to the right until you see the heading Document
  6. The filename starts with the Landlord code, then the statement number, then the date created

This examples show Landlord code L1003 and statement number 191.