WHAT TYPES OF REPORTS ARE AVAILABLE TO PROPERTY OWNERS IN THE ONLINE/INTERNET PORTAL?

These are just a few of the most often viewed reports by property owners:

Financial Reports

  • Cash flow statement: Changes in cash by property during a specified time frame.
  • Income statement: Income and expenses by property during a specified time frame.
  • Property statement: Beginning and ending cash balances by property during a specified time frame.
  • Rental owner ending balances: Rental owners’ ending asset balances, including property reserves and held liabilities by property as of a specific date.
  • Rental owner statement: Rental owners’ beginning and ending cash balances by property during a specified time frame.
  • Vendor ledger: Bills and payments charged to specific vendors during a specified time frame.

Rental

  • Current tenants: Current tenants by property.
  • Delinquent tenants: Tenants with outstanding ledger balances as of a specific date.
  • Leases ending: All leases that will end during a specified time frame.
  • Leasing agent: All draft leases activated during a specified time frame by property and leasing agent.
  • Rent paid: Rent balance due by property and tenant, i.e. lease date, recurring charges, credit, previous payments, and previous balances.
  • Rent roll: Rent balance due by property and tenant, i.e. lease date, market rent, recurring rent, credit, and deposits held.
  • Renters insurance: All insured units.
  • Tenant statement: Tenants’ charges, credits, and payments by property during a specified time frame.
  • Unit listings: Rental listings by property.
  • Vacant units: Vacant units by property.
  • Event history: Saved event history by property during a specified time frame.

Transaction

  • Bank transactions: A bank account’s detailed transaction history by property during a specified time frame.
  • Check details: Check details by bank account during a specified time frame.
  • ePay activity: Electronic fund transfers (EFTs) by bank account during a specified time frame.
  • Retail Cash activity: Retail Cash transfers by bank account during a specified time frame.
  • Scheduled EFTs: Next scheduled electronic fund transfers (EFTs) by property.
  • Transaction details by account: Debits and credits for a general ledger account during a specified time frame.
  • Unpaid bills by property or by vendor: Unpaid bills and unused credits by property as of a specific date.

Task

  • Completed tasks: Completed tasks by property, assignee, and task type during a specified time frame.
  • Open tasks: Open tasks by property, assignee, and task type during a specified time frame.
  • Work orders: Work orders by property, assignee, work order type, and the status during a specified time frame.

 

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