The Bank transactions consolidated report shows the history of transactions in a given bank account for all selected properties.
- Standard - PDF format
- With property details - PDF format
Other report formats are available and can be generated in the software.
When to use it
As a statement of transactions recorded in the system.
Generating this report
Go to the Reports menu.
Click the Bank transactions consolidated link.
Select your report parameters. More details:
Parameter What it means Bank account Select the bank account for which you'd like to run the report. 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. Show property line item detail for each transaction Checking the box will produce a report that breaks down each bulk transaction into a line for each property and the corresponding transaction amount. Date range Selects the period for which the software will generate the report. Report format Choose from PDF, legacy PDF, XLS, XLSX, or CSV.
Click Download report.
This report includes inactive properties.