(79) Close Out
This Report is used to generate the list of Accounts Canceling or Ending their Management Contract within a specific date range.
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 - 79
From the Tree View:
- Expand Reports
- Select Reports
- Select Report (79) Close Out
- Select the Date Range
- Select the File Format (either Word DOC, Excel XLS, or PDF)
- Then, click SEARCH to run the Report
Note: A separate window will open where you can View, Print or Save the document.
Report - Close Out
Report Navigation:
- Property Status
- Property Address & Owner Name
- Account Balance
- Close Out Request Received Date
- Effective Date
- 1st / Security Letter Date; Sent
- Cost Breakdown Letter Date; Sent
- Disbursement of Funds Deadline
- Date Completed
- Amount Owed to the Mgt Company
- Amount Paid to the Mgt Company
- Balance Owed to the Mgt Company
- Urgent Gram Date; Sent
- Date Sent to Collections
- Reason for the Close Out
Header & Footer Information:
a. Office Name and Contact information
b. Report Name
c. Date the Report was Run / Printed
d. Page Number of Report