Accounts Receivable Summary

With this new Financial report, get instant visibility into outstanding accounts receivable across your properties, all in one summary view. 

Generating this report

To generate an Accounts Receivable Summary...

  1. From the left-hand menu, select Reports.
  2. Scroll to the Financials section and select Accounts Receivable Summary.
    • You can also search for and select this report using the Search function at the top of the Reports page.
  3. Select the Property, Rental Owner, or Association you'd like to view. You can also search for All Properties, or any user groups you've set up. 
    • NOTE: When searching for more than one property, as in the case of Rental Owner searches, All Properties, or user groups, you are provided with a summary only. When looking at a single property, however, you can include Balance details for a more thorough look at what's outstanding. Screen_Shot_2022-06-14_at_9.09.35_AM.png
  4. Set the As Of date, and choose whether or not to include Inactive properties in your report.
    • If you've selected a single property, you may also choose to include Balance details.
  5. Click Run report, or export to a format of your choice.

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