In this tutorial, we’ll show you how to create a Monthly Rent and Disbursement or R&D Report. Let’s get started
1. Click on “Accounting” dropdown
2. Select “Owner Payout”
3. Choose a “Portfolio” or “Property” on the “Amount Due” tab
4. Click on “Load Data”, to pull up the information
5. A payout line item has been created. Click the dropdown menu and select Rent and Disbursement Report
6. Once redirected to the Report page, scroll down slightly to continue
7. View the completed Rent Disbursement report
8. Another way to generate this report, is by clicking the Report icon at the top of the screen
9. Click on the “Owner” tab
10. Click on “Rent and Disbursements” to continue
11. Click on Property to select the property/properties. The Management Fee Settings will auto-populate based on the property configuration. Next choose the year and period. Finally, click View Report to generate the report
In this one, I walked you through the steps to create a Monthly R&D|Rent and Disbursement Report. I hope you found this video helpful. Thanks for watching