Financial Reports - Letting Fees

How To Run Financial Year Reports For Letting Fees via Tenant and Properties

During the financial year, 2018 - 2019, who paid the letting fee changed from the tenant to the owner. Due to this change, the way you calculate the total letting fee that was paid for this financial year will be slightly different.

You will need to generate two separate reports, which combined, will show the correct End Of Financial Year total of Letting Fees paid. 

Tenancy Letting Fees

To begin you will need to adjust your system so that the letting fee toggle is sitting on 'tenant'. To do this, access your system settings and change the radio button from property to tenant as per screenshots below: 

Next, navigate to the Financial menu and select 'Ledger Reports'.
Filter the correct dates and make sure the Agent Split option is set to YES.
Click on Generate and you will have your first report ready to use.

Snip20190415_150.png

 

Owner Letting Fees

Once this is done, navigate back to your system settings and change the letting fee option back to Property before saving and closing:

Snip20190415_148.png

Next, make your way back to the Financial menu and select 'Ledger Reports'.
Filter the correct dates and make sure the Agent Split option is set to YES.
Click on Generate and you will have your second report ready to use.

Snip20190415_150.png

 

 

 

 

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