Reporting

How to Configure Account Mapping for NR4 Reports?

142 views June 4, 2024

New Feature – Trust Liability Report

57 views February 2, 2026

How to Delete Tenant Credit

79 views November 11, 2025

How to Generate an Expense by Property Report?

109 views January 23, 2024

How to Generate an Aged Payables (Vendor) Report?

134 views January 17, 2024

How to Create a Summary of Bill Payments Report?

98 views January 17, 2024

How to Check Bill Payments Report?

96 views January 23, 2024

How to look for Financial Reports

149 views December 1, 2022

How to Create Monthly Rent and Disbursement (R&D) Report?

236 views March 13, 2024

How to Generate Tenant Lease Expiring Report?

107 views January 25, 2024

How to Generate Owner Credit Liability Summary Report?

91 views March 11, 2024

How to run Rent & Disbursements Summary Report in the Owner Portal

167 views March 11, 2024

How to Generate Owner Statement (Monthly Summary) Report?

111 views March 13, 2024

How to Generate Owner Prepayment Summary Report?

97 views March 13, 2024

How to Generate Bill Markup Record Report?

101 views March 13, 2024

How to Generate Yearly Portfolio Summary Report?

125 views March 13, 2024

How to Create Reimbursable Invoices & Bills Summary Report?

112 views March 13, 2024

How to Create Owner Statement (Period Range) Report ?

90 views March 13, 2024

How to link Property to Property Details Page from Tenant Account History Report?

55 views December 1, 2023

How to Generate an Outstanding Tenant Invoices Dues Report?

112 views December 1, 2023

How to Generate an Account Transactions Report?

93 views January 16, 2024

How to Generate an Aged Receivables (Owner) Report?

101 views January 16, 2024

How to Generate an Aged Receivables (Tenant) Report?

140 views January 16, 2024

How to Check Advance Payment Summary of an Owner?

95 views November 15, 2023

12 Month Range Date Set from Last Year in Tenant Account History Reports

106 views December 1, 2023

How to look Visual/Customized Reports – Definitions

110 views December 1, 2022

How to look for Vendor/Other Report- Definitions

91 views December 1, 2022

How to look for Rental/Tenant Report- Definitions

110 views December 1, 2022

How to look for Income/Expense Reports– Definitions

134 views December 1, 2022

How to add properties for NR4 report?

63 views June 27, 2024

How to Check Deposit Liability Summary in the Reports Section?

80 views January 25, 2024

How to Create a Liability Summary Report?

62 views March 13, 2024

How to Generate Management Fee Summary Report?

85 views March 13, 2024

How to Generate a Monthly Tenant Summary Report?

186 views January 24, 2024

How to Generate Rent & Disbursements Summary Report?

98 views March 4, 2024

How to Create a General Ledger Report?

97 views January 12, 2024

How to Generate a Profit & Loss (Income Statement) Report?

116 views January 16, 2024

Bulk Delete Invoices and Bills with Reimbursement Column Option

85 views March 4, 2024

Access Data Older Than 14 Months in the Bill and Invoice List

91 views March 4, 2024

How to Generate an Outstanding Rent Report?

53 views March 4, 2024

How to Generate a Trial Balance Report?

124 views January 16, 2024

How to Generate a Balance Sheet Report?

96 views January 16, 2024

How do I customize roles to generate reports?

113 views February 22, 2024

How to Generate a Rent Roll Report?

140 views December 1, 2022

How to Generate Tenant Credit Liability Summary Report?

73 views February 1, 2024

How to View Transactions from the Pet Deposit Section?

81 views February 1, 2024

How to View Transactions from the Key Deposit Section?

58 views February 1, 2024

How to View Transactions from the Rental Deposit Section?

64 views February 1, 2024

How to Update Online Payment Settings for Property Manager Account?

146 views January 29, 2024

How to Check/View Service Request Summary Report in the Reports Section?

63 views January 25, 2024

How to View/Check Tenants with Credit Balances in the Reports Section?

77 views January 25, 2024

How to View/Create a Tenant Account History Report?

84 views January 24, 2024

How to Generate Monthly Tenant Rent Increase Due Report?

90 views January 24, 2024

How to Generate a Habitually Late Rent Payment Report?

81 views January 24, 2024

How to Generate an Income by Tenant Report?

66 views January 23, 2024

How to Generate an Expense by Vendor Report?

85 views January 23, 2024

How to Generate an Income by Property Report?

60 views January 23, 2024

How to Generate an Invoice Report?

102 views January 17, 2024

How to Generate a Sales Tax Report?

84 views January 17, 2024

How to Generate a Trial Balance Report with Date Range?

86 views January 16, 2024

How to Find Total Management Fee for All Properties by Date Range?

69 views December 1, 2022

Rental Invoices after the Move Out Date

81 views December 1, 2022

How to Create Reimbursable Bill or Expense ?

123 views December 1, 2022

How to View the Reimbursable Invoices & Bills Summary report?

77 views December 1, 2022

How to Share Rent Roll Report in the Owner Portal?

110 views December 1, 2022

How to Process Negative Balance in Owner Payout?

97 views December 5, 2022

How to Move Owner Payout Amount to the Owner Credit?

79 views December 5, 2022

How to Delete and Recreate Management Fee Income?

120 views December 5, 2022

How to Return Owner Credit?

78 views December 5, 2022

How to Carry Forward Due Owner Payout to Next Cycle?

95 views December 5, 2022

How to Send an Owner Statement without inviting Owner to the portal?

79 views December 1, 2022

How to Save Owner Report in the Owner Portal?

96 views December 1, 2022

How to Download the Portfolio Summary?

71 views January 6, 2024

How can I View the Portfolio Summary?

88 views January 26, 2023

Bulk Split Payment with an option to filter Invoice Type for Multiple Tenants

95 views January 5, 2024

Bulk Split Payment with an option to Filter Invoice Type for Individual Tenants

96 views January 5, 2024

Owner Payout Report – R&D Report (shows advance payment made to the owner)

75 views January 5, 2024

Display the Owner’s Advance Payment Balance while Recording a Payment

84 views January 5, 2024

How to Check Owner Disbursements Report?

99 views December 1, 2022

How to Generate Retained Earnings Report in the Balance Sheet?

64 views December 5, 2023

How to link Description to Invoices in Tenant Account History Report?

72 views December 5, 2023

Where to Check the Tenant Deposit Liability Report with updated information?

51 views November 20, 2023

How to Carry Forward Amount to Next Cycle from the Report?

86 views November 16, 2023

Where to Check the Owner Credit Liability Report?

87 views December 1, 2022

How to look for Owner Reports-Definitions

71 views July 6, 2023

What is the time zone that we are using in the reports and can we change it?

54 views January 7, 2023

FAQ – Report Related

93 views November 30, 2022

Why my expenses are not showing up in Profit & Loss (P&L) statement?

107 views December 1, 2022

If I renew a tenant lease can I still access tenant’s previous invoices?

87 views December 1, 2022

How to upload logo in inspection reports?

103 views December 1, 2022

How to show or hide Rent & Disbursement report visibility to the owners for all the properties?

78 views December 1, 2022

How to Generate Rent Income Report By Tenant?

63 views December 1, 2022

How to Generate Property Revenue Report?

86 views December 1, 2022

How to Generate Expense Report by Vendor?

72 views December 1, 2022

How to Generate Expense by Property?

62 views December 1, 2022