(58A) Resident Statement (w/ balance)

This Report is used to generate the Resident Statement with Balance for 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 - 58A

Report - 58A

From the Tree View:

  1. Expand Reports
  2. Select Reports
  3. Select Report (58A) Resident Statement (w/balance)
  4. Enter the Date Range
  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 - Resident Statement (w/ balance)

Report - Resident Statement (w/ balance)

Report Navigation:

  1. Owner Name & Mailing Address
  2. Summary of Account
  3. Rent Rate
  4. Date
  5. Description
  6. Reference Remark
  7. Notes
  8. Amount Owed
  9. Total Outstanding

Header & Footer Information:

a. Logo

b. Office Name and Contact information

c. Report Name

d. Date the Report was Run / Printed

e. Accounting Representative Email