The Tenant Ledger Report allows you to review detailed financial activities for tenants within selected properties. It provides a clear breakdown of each tenant's transactions over a specified period, grouped by unit.
How to Generate the Tenant Ledger Report:
Navigate to the Reports page.
Under the Tenant category, select Tenant Ledger.
Set the parameters for your report:
Building: By default, "All Buildings" is selected, but you can select a specific building.
Start Date: Choose the date from which you'd like to see transactions.
End Date: Select the last date for transactions to be included.
Company: By default, "All Companies" is selected, but you can specify a particular company.
Click Generate to create the report.
Understanding the Report:
The Tenant Ledger Report is organized by unit and tenant. For each tenant, you'll see:
Starting Balance: The tenant's balance as of your chosen start date.
Transactions: Detailed list of every transaction within your selected date range, including:
Transaction Type
Description
Date
Amount
Ending Balance: The balance at the end of your chosen date range.
This report helps property managers and accounting teams quickly access comprehensive financial information for tenants, facilitating easy reconciliation and analysis.