These are just a few of the most often viewed reports by property owners:
Financial Reports
- Cash flow statement: Changes in cash by the property during a specified time frame.
- Income statement: Income and expenses by the property during a specified time frame.
- Property statement: Beginning and ending cash balances by the 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 the 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 are activated during a specified time frame by the 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 the property during a specified time frame.
- Unit listings: Rental listings by property.
- Vacant units: Vacant units by property.
- Event history: Saved event history by the property during a specified time frame.
Transaction
- Bank transactions: A bank account’s detailed transaction history by the 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 status during a specified time frame.
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