Reports
Owner Transactions Report
Owner Transactions Report The Owner Transactions Report displays all income for each owner based on the percentage of each property they own. Example: If Tom owns 50% of a property and John owns 50%, the report will show 50% of the income for each of ...
Vendor Payments Report
Vendor Payments Report The Vendor Payments Report displays the aggregate of all payments made to vendors for the selected time frame. On the left sidebar, select Accounting>Reports>Vendor Payments
Expense Report
Expense Report The Expense report shows all expenses created for the selected time frame and properties selected. On the left sidebar, select Accounting>Reports>Expenses
Auto Pay Report
Auto Pay Report The Auto Pay Report shows all residents and if they are set up for automatically scheduled payments. On the left sidebar, select Accounting>Reports>Auto Pay Report
Transaction Detail Report
Transaction Detail The Transaction Detail Report shows all payments recorded in Renter Insight from both electronic payments and manually recorded payments by the property manager. On the left sidebar, select Accounting>Reports>Transaction Detail
Deposit Detail Report
Deposit Detail The Deposit Detail Report shows all deposits made to your bank account and the corresponding payments that it represents. On the left sidebar, select Accounting>Reports>Deposit Detail
Aging Report
Aging Report An aging report lists a company's outstanding customer invoices and payment due dates. Aging reports help track how long customers owe money to identify collection issues or determine credit terms. On the left sidebar, select ...
General Ledger
General Ledger The General Ledger is a comprehensive listing of all of a company’s accounts with their individual balances. It is very similar to the Trial Balance Report, but it contains transaction level detail. On the left sidebar, select ...
Trial Balance
Trial Balance The Trial Balance Report lists of all accounts in the general ledger that have nonzero balances. On the left sidebar, select Accounting>Reports>Trial Balance
Balance Sheet
Balance Sheet The balance sheet shows the organization’s financial position on a given date. The balance sheet lists assets, liabilities, and owners’ equity. On the left sidebar, select Accounting>Reports>Balance Sheet
Statement of Cash Flow
Statement of Cash Flow The statement of cash flow shows the organization’s cash inflows and cash outflows for a given period of time. The statement of cash flow is necessary because financial statements are usually prepared using accrual accounting, ...
Income Statement
Income Statement There are four financial statements: income statement, statement of owner’s equity, balance sheet, and statement of cash flows. We are also adding Trial Balance to ensure debits and credits balance out. On the left sidebar, select ...
Rent Roll Report
Rent Roll Report The Rent Roll Report gives you a comprehensive snapshot of each unit, their charges, occupancy status and much more. On the left sidebar, select Accounting>Reports>Rent Roll Reports can be filtered by Property Name or Occupancy ...
Dashboard
Dashboard (Portfolio) The portfolio dashboard provides you with a snapshot of your properties and summarizes property information so you can quickly take action and operate more efficiently. All dashboard tiles are active and you can drill into each ...