Understand tenancy details report

Summary

Learn how to read and understand the tenancy details report.

This article covers:


Tenancy Details Report

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

  • Go to Tenancy > Current tenancies
  • Search for the tenant
  • Click the drop-down arrow next to the Edit button
  • Select Reports
  • Select Tenancy Details
  • Make your selection. We recommend selecting All Transactions and Correspondence if using this report for the Tenancy Tribunal
  • Financial Details:
    • This area shows where the tenant is paid to currently, how much they paid when they started and what they currently owe. It even works out the effective paid-to-date (which is the paid-to-date plus any part payment of rent divided by the daily rate and then moves the date forward).

      Rent_arrears_2.png
  • 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 today's date (or the date selected when running the report). The second line shows any amount owing at the end of the next full period. The example above shows the same amount as today is the end of the tenant's period, but quite often, you will see a different amount. The Tenancy Tribunal will require the top amount (owing today).

If the tenant has an end date, a third line will appear, showing the amount owing up to that date.

Note: The owing amount to the end date on this report does not take into account any planned rent increases that are scheduled past the paid to date.

Rent_arrears_3.png

  • Bond and Letting Fees Details:
    • This area will show all the letting fees, bond payments and receipts

  • Bond Other Ledgers:
    • This area will give you a total of all transactions that have used the category Bond Other, this may cover water rates, etc. It will show you all receipts in and all payments out. (Payments for the Bond Other ledger, are made with Refund Bond Other transactions)

  • Transaction Details:
    • 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 (Part Payment). You should be able to follow the lines by checking when they paid. You can immediately pick up any discrepancies by reading them down

  • Rent Changes:
    • At the bottom of the report, you will see the Rent History section, which shows all rent changes that happened during this tenancy or are confirmed for the future

  • Diary Entries:
    • This will give you a list of all the diary entries against this tenancy that have been ticked for printing

What's next

Learn more about the tenancy details report and summary of rent.

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