Bank transactions consolidated report

Sample reports

• 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

1. Go to the Reports menu.

2. Click the Bank transactions consolidated link.

3. 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.

    

4. Click Download report.

Miscellaneous

• This report includes inactive properties.