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Distributions and reporting
Run distributions, export bank files, read reports and metrics, and send statements.
7 guides
- Run a distributionPay out rental income or sale proceeds: create the run, calculate each holder's share, approve, pay and complete.
- How a distribution is split to the centEach holder's share is proportional to their fractions on the record date, and the lines always add up to the net amount exactly.
- Pay distributions and export a bank fileMark lines paid, handle failures, and export a CSV or SEPA payment file for your bank.
- Reports and the dashboardPortfolio, properties, clients, raises and distributions reports, with filters, charts, CSV export and currency conversion.
- Performance metrics explainedHow EasyHaus calculates yield, cash-on-cash, total return and IRR, and why an IRR can show a dash.
- Statements for clientsQuarterly and annual PDF statements: generate them, publish them to the portal, or let EasyHaus do it on a schedule.
- Annual tax summary for a clientA yearly overview of distributions, acquisitions, disposals and holdings that a client can hand to their tax adviser.
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