(2) Account Summary
This Report is used to generate an Account Summary for a specified date range, to be sent to the Owner.
This Report can be generated for a statement for a specific owner or many statements, all for different owners, in mass.
The recommended file format for this report is as a PDF (.pdf) file, however, you can also generate a Word (.doc) file or an Excel (.xls) file
- As a Word (.doc) file the statement will generate for (1) owner per page
- As an Excel (.xls) file this will place the information in cell formatting for each statement. Can be used for .csv file imports.
- As a PDF (.pdf) file this will appear the same as the Word (.doc) file format, but will not be editable.
Report - 2
From the Tree View:
- Expand Reports
- Select Reports
- Select Report (2) Account Summary
- Enter in the Date Range to show on the Statement
- Enter in the Last Name
- Enter in the Check Cut Date
- Filter the Search by selecting either No Paylease, Paylease, All, or Multi-Unit Only; Then click LOAD
- Select from the List that Generates; You can either select one or many (Hold the Ctrl button down while selecting or Hold the Shift key to select groups)
- Select the File Format (either, Word DOC, Excel XLS, or PDF)
- Then, click SEARCH to run the Report
Report - Account Summary
Report Navigation:
- Account Owner Name & Mailing Address
- Account Subject Property Address
- Date Range for the Account Summary
- Income Summary
- Non included Income Items
- Expense Summary
- Non included Expense Items
- Account Summary Breakdown
Header & Footer Information:
a. Company Logo
b. Office Name and Contact information
c. Report Name
d. Date the Report was Run / Printed
e. Page Number of Report