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.
• Vendor ledger: Bills and payments charged to specific vendors during a specified time frame.
Rental Reports
• 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 the status during a specified time frame.