Understand profit, cash and outstanding rent
Read monthly performance alongside actual money movement and unpaid balances.
Guide reviewed 2026-10-03 · England residential lettings
Choose the reporting month
Profit & loss shows the selected month’s rental income, landlord costs and expenses using the CRM’s recorded figures. Read the report’s basis and compare it with the rent ledger.
Open Profit & loss →Check actual cash separately
Cash by payment method uses the payment date, so money received this month may cover an earlier rent period. Column totals show the combined receipts/outgoings. A profit figure is not the same as cash in your bank.
Open Rent & payments →Review unpaid balances
A rent charge records what is due; payments reduce that charge. Review tenant arrears, unpaid landlord rent and unpaid expenses before relying on monthly results.
Open Rent & payments →Close your month
Reconcile records to bank/cash, check adjustments and invoices, then download relevant reports for your accountant. The CRM assists record keeping; confirm tax treatment with your adviser.
Open Profit & loss →