Tenant Reports

These reports relate directly to this individual tenant, if you want reports for the tenants as a group, use the Tenant Reports selection on the main menu.

Tenancy Details Report: This is a comprehensive report on the tenancy as a whole. More detailed instructions below

Tenancy Diary Entries: This report prints out all of the diary entries from the tenant diary that have the " include print" option ticked. This is selected by default, if do not want something to show on the report go into that diary entry and unselect the "Include Print" option.

Tenancy Other Amounts Owing: This report shows any Tenant Debits (Invoices) that have been created plus any entries into Receipt - Tenant Other. See the Charge Tenant Debit help file for more information.

Tenancy Statement: This statement was designed for one specific clients needs. It will not make sense to anyone else.

Tenancy Summary of Rent: This report is based on the Tenancy Tribunal rent arrears report that is on their website. Go to the Rent Arrears Help file for a sample and instructions

Tenancy Transactions: This report shows every single transaction that occurred against this tenant. It is date selected. It does not have a running total.

 

Tenancy Detail Report

This is a very comprehensive report, it is the most widely used report for finding information and is a must to take to any Tenancy Mediation or Tribunal. It is important to make your selection correctly when pre-viewing this report.

This report is very comprehensive with all the information you need about the whole tenancy right at your fingertips.

  • Go to the Tenant List, find the relevant tenant.
  • Right click, go down to reports, click on the top one - Tenancy Details Report
  • Make your selection. We recommend ticking All Transactions and Correspondence if using this report for Tenancy Tribunal
  • Example of Report and description on how to Read
  • Palace Instructions...
  • Financial Details
  • This area shows where the tenant is paid to currently, how much they pay, when they started and what they currently owe.
  • Rent in Credit/Part Payment: Any amount that has not made up a full period (or day depending on your settings)
  • Owing To: The first line shows any amount owing to todays date. The second line shows any amount owing to the end of the next full period. The example above actually shows the same amount as today is the end of the tenants period but quite often you will see a different amount. Tenancy Tribunal will require the top amount (owing to day).
  • A third line will appear if the tenant has an end date and this will show amount owing up to that date.
  • Note: The Owing amount to end date on this report does not take into effect any rent increase that are scheduled during this time.
  • Bond and Letting Fees Details
  • This area will show all the letting fee and bond payments and receipts
  • Bond Other Ledgers
  • This area will give you a list of all transactions that have used the category "Bond Other", this will cover water rates etc. It will show you all receipts in and all payments out. (Payments for Bond other ledger, are made from "Refund Bond Other"
  • Transaction Details - Read this area carefully if you are trying to figure out what when wrong.
  • It shows you when they paid (date) and what period it covers (paid from and to), how much they paid (amount) and if they have any rent in credit/part payment as a result of that receipt (rent in credit). You should e able to follow the lines through checking when they paid, you will immediately pick up any discrepancies by reading down.
  • Rent History - At the bottom of the report you will see the Rent History section, this shows all rent changes that happened during this tenancy.
  • Corrrespondence: This will give you a list of all the diary entries against this tenancy.

 

 

Related Links:

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Article is closed for comments.