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How to create a move-in statement

This article looks at three available options:

  1. Printing and emailing
  2. Sending  the automated email on a status change
  3. Creating an automated email to be sent at will from the tenancy or a tenancy related task


1. Printing and emailing

The move-in statement is all the one-off transactions added to page 4 of the Add Tenancy process. See adding a tenancy for more details.


Step 1 – Create a statement

Go to Tenancy>Statement>Print Statement



Send an email from here or save back to Arthur>Tenancy>Documents


Step 2 – Email or share statement

Go to Tenancy>Documents

From here the document can be shared with (copy within the tenant app) or email

2. Sending within an automated email on a status change

Step 1 – Create an approval tenancy email to be sent at the approved tenancy stage

Go to Settings>Automated Events>Tenancy status set to approved>Add Action

When creating the email ensure you can use:

“Tenant Outstanding Transactions” 

“Deposit Outstanding Transactions”


Step 2 – Send email on updating the status or adding an approved tenancy


The email sent will display variables as follows:


3. Creating a manual email to be sent from the tenancy or a tenancy related task


Step 1 – Add a trigger





Step 2 – Add action

In this example, it’s to send an email manually. Use Tenant Outstanding Transaction


Step 3 – Where to send from



Tenancy related task

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