Retains

 

To Update a Retain

  1. Select PROPERTY DETAIL from the Command Center in M1 Software
  2. Update the Ledger Minimum and click SAVE

To Run a Retain Report

  1. Go to REPORTS on the tree view in M1 Software
  2. Select ACCOUNTING REPORTS
  3. Select OWNER RETAIN from drop down of reports (Report #30)
  4. Choose the property status(s) that you wish to view
  5. Click SEARCH and the property, the amount in the ledger as well as the ledger minimum will appear on the screen (the item will be highlighted yellow if there is a difference in amounts)
  6. If you wish to print out a hardcopy of the report click EXPORT