(17) Security Deposits Held

This Report is used to generate the Security Deposits Held for each Property, individually or 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 report will generate in an editable format.
  • As an Excel (.xls) file this will place the information in cell formatting into rows. 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 - 17

Report - 17

From the Tree View:

  1. Expand Reports
  2. Select Reports
  3. Select Report (17) Resident Expense Detail
  4. Enter in a particular Property Address, if you wish to filter the Report
  5. Select the File Format (either Word DOC, Excel XLS, or PDF)
  6. Then, click SEARCH to run the Report

Note: A separate window will open where you can View, Print or Save the document.

Report - Security Deposits Held

Report - Security Deposits Held

Report Navigation:

  1. Property (Status) ID
  2. Property Address
  3. Suite Number
  4. Owner Name
  5. 503 - Transfer from Security Trust Account
  6. 506 - Security Deposit Transfer to Trust
  7. Date Entered
  8. Tenant Name & Amount
  9. Total Number of Properties included in Report
  10. Total Amount (506)
  11. Total Tenant Deposit

Header & Footer Information:

a. Office Name and Contact information

b. Report Name

c. Date the Report was Run / Printed

d. Page Number of Report