Run rental reports

Intended outcome

Run a report for the correct property and period and trace its source records.

Prerequisites

Reconcile charges, payments, expenses, properties, and categories.

Steps

1. Under Reports, open Overview and choose Single month, History, or Annual summary.
2. Select a property or All properties and the period.
3. Run the report and review totals, balances, and source counts.
4. Use the accounting transaction export when a dated transaction file is needed.
5. Correct source records and rerun unexpected results.

Expected result

The report displays saved records for its selected scope.

Common problems

• A charge alone is not cash received; verify payment dates.
• Check property, dates, and paid state for a missing expense.
• Reconcile exports before combining them with a bank feed.

Product boundaries

Reports are working records, not financial statements, filed returns, or professional advice.