Management income detailed report

The Management income detailed report shows the detail of management income and expenses paid to the management company for a period of time by property.

 

Sample reports

 

Other report formats are available and can be generated in the software.

When to use it

  • Determine the amount to pay your management company outside of your management fees.

Generating this report

  1. Go to the Reports menu .
  2. Click the Management Income Detailed link.
  3. Select your report parameters. More details:

     

    Parameter What it means
    Properties

    Select a single property, association or rental owner, or a group of properties, associations or rental owners, using the filter box. You can also select all properties.

    Date range

    Selects the period for which the software will generate the report.

    Accounting basis

    Cash basis reports display data when money changes hands. Accrual basis reports display data for the period in which the transaction originally happened.

    Report format

    Choose from PDF, legacy PDF, XLS, XLSX, or CSV.

     

  4. Click Download report.

Miscellaneous

see "Monthly management fee policy" to change management income accounts.

 

Article #: 112682

 

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