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Homesabout Lettings Limited

Client Account

Rent, landlord deductions and payments held through the HSBC Client Account.

HSBC Client Account
Client Account Balance£0.00HSBC recorded balance
Rent Received This Month£0.00Recorded rent receipts
Supplier Payments Due£0.00Approved, not yet paid
Landlord Payments Due£0.00Approved statements
Awaiting Reconciliation0Unmatched bank transactions

Workflow

1. Rent received

Record or match the tenant payment.

2. Apply deductions

Management fees and approved supplier invoices.

3. Generate statement

Review the calculated amount payable.

4. Pay and reconcile

Record the payment and reconcile HSBC.

Rent Received

Existing rent ledger connected to the Client Account foundation.

Open Rent Ledger
Loading rent receipts...

Sales Invoices / Agency Charges

Raise landlord invoices for Tenant Find fees and other Homesabout services.

Use this section for fees invoiced by Homesabout to a landlord. Tenant Find Only fees belong here; external contractor costs belong in Supplier Invoices.
£0.00
Loading agency charges...

Supplier Invoices

Record, review and approve property costs before deduction from landlord funds.

Save as Draft first. Submit and approve only after checking the invoice and the property allocation.
£0.00
Loading invoices...

Management Fee Rules

Monthly management fees for Fully Managed properties only.

Select a property to view its current rule.

Landlord Statements

Generate a draft from rent received, management fees, approved sales invoices and landlord supplier charges.

No statements generated yet.

Payments

Prepare, approve and record supplier or landlord payments from the Client Account.

Use this form for a manual Client Account payment. Approved landlord statements and supplier invoices can be prepared automatically.
Awaiting approval0
Approved£0.00
Paid this month£0.00
No payments prepared yet.

HSBC Transactions

Imported Client Account statement transactions and their reconciliation status.

No statement transactions imported yet.

Bank Reconciliation

Upload an HSBC CSV statement, review imported transactions and match them to Estavo records.

Upload HSBC statement

CSV files only. Estavo supports common HSBC date, description, paid in, paid out, amount and balance columns.

Reconciliation Review

Suggested matches use amount, date and bank reference. Confirm every match before completing the period.

Imported0
Unmatched0
Suggested0
Matched0
Import a statement to begin reconciliation.
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Correct Rent Receipt

Edit Landlord Statement Draft

Changing the period recalculates rent, fees and deductions from the underlying records. Every correction is recorded in the audit trail.
£0.00

Sales Invoice Preview

Landlord Statement Preview

Rent Receipt Preview

Record Payment

Confirm when this Client Account payment was actually made.

The payment date defaults to today but can be changed for historical payments.

Landlord Treatment

Set how this supplier cost is charged to the landlord.

Supplier payable always remains the supplier invoice gross amount. Payment Account controls whether the payment is prepared from HSBC Client Account or routed to TSB Business Finance.

Add Supplier

Create a supplier once, then reuse it across invoices and maintenance.

Send Email

Prepare the message before sending.

PDF attachment Prepared by Estavo
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