Reports:Tenant Finacial Folder

Here you can view and print payment history reports for tenants and a lease expiration report. Choose a date range for these reports in the "Date Range" box. If you leave the date range blank, all records will be included in the report you choose. From the "Date Order" box you can choose to view and print the report from the oldest or the newest date first.

Invoices, and receipts, among others reports, will fit into a 3¾ X 8¾ standard double window envelope for mailing convenience.

To print a payment history report for a tenant	Choose Detailed Payment History from the "Report Type" box. You can choose from a list of either active or inactive tenants from the "Tenants" box. Now highlight the desired tenant’s name from the tenant list in the "Tenant" box and push the Done icon.
To print a list of all security deposits held	Mark Security Deposit in the "Report Type" box and push the Done icon.
To print a lease expiration report	Mark Lease Expiration in the "Report Type" box and push the Done icon.
To print a list of all money currently due	Choose Summary Payment Report and push the Done button.
To print a bank deposit of moneys collected	Choose Bank Deposit, pick a date range during which the money was collected, push Done.
To print one or more late rent invoices	Choose Late Rent Invoice. Now a new option will appear on the Menu Bar. Go to Menu Bar: Select and choose "Have a Balance" to choose only those who have outstanding balances.
To print invoices for the upcoming charge period	Choose Next Period Invoice. Right click on the tenant list to select all tenants, or go to Menu Bar: Select to choose to send invoices only to select groups of tenants. You will be prompted to choose how many days ahead you want the charges to appear. For example, you may choose 5 days ahead, if you want the invoice to show all charges due now and within the next 5 days.