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ManagerReports

Reports

Expenses

Open Expenses to add costs (property, date, category, description, amount, optional receipt). Filter by property, owner, category, or date. Edit or delete when you have permission. You can also create an expense from a completed maintenance request.

Financial reports

Open Financial Reports and pick a report:

  • Rent Roll: current rental status of units
  • Arrears: outstanding balances by tenancy
  • Payment History: payments received or recorded for the account
  • Financial Summary: expected vs collected income and expenses by period

Filter as available for each report and export CSV. If a report type is locked, upgrade under Settings → Billing.

Message log

Sent email and SMS appear in the Message log. Preferences, credits, and how to read the log: Notifications.

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