Accounting
Landlord statements need rent, fees, repairs, deposits, adjustments and notes to reconcile cleanly. SortX prepares statements from approved ledger activity and links charges back to the source work.
Connected to the rest of the operating stack
The workflow follows the property, contact, tenancy, repair, document or ledger item behind the work.
Pulls rent and fee activity.
Adds approved maintenance charges.
Links invoices and repair cases.
Shows deductions and adjustments.
Queues statements for review.
Stores sent statements on the landlord record.
Short status markers for scanning the day without opening every record.
source linked
evidenced
before send
SortX keeps routine progress visible while protecting the decisions that need a person.
In a UK estate agency, this work crosses desks: negotiators, administrators, property managers, accounts, contractors, clients and compliance owners all need the same facts. SortX keeps the work on the operating record instead of spreading the detail across personal inboxes.
The statement workflow does the repeatable work first: reading, checking, drafting, matching and opening the next task. Anything that changes a client position, spends money, sends a sensitive message or affects compliance can be held for approval.
Managers can set owners, SLA clocks, approval limits and escalation rules around this workflow. Staff can still take over manually when a case needs judgement, and the record shows what the agent did before the handover.
That matters when the risk is statements that accounts must rebuild. SortX gives the team the detail they need without asking them to hunt through tabs, exported reports or old message threads.
Practical details for directors, branch managers and operations teams.
Yes. The manual path stays available. Staff can take over, edit drafts, change owners, add context and approve or reject agent work.
SortX records the source record, timestamps, owner, approval decision and final output for this workflow. Evidence stays attached to the property, contact, tenancy, repair or accounting item.
Yes. Branches can run different owners, approval limits, SLA clocks and agent permissions while directors still get a consolidated view.
SortX gives landlord accounting a clear owner, a live status and a controlled approval path.