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This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC, UAEall regions

The Income & Expenditure report is one of a selection of reports available within estate management.

This report allows you to report on a financial year or date range, as well as being able to run the report for the whole estate or a specific block within it . The - the report is produced as a PDF.


1. Select report & report options

From the estate record:

  • Click Reports (top right) and select Income and Expenditure Report

In Report options:

  • Set which Financial year to report on, or click the link and select Date range - see 1a

  • In Block, leave set to All or select a specific block to report on

  • Select whether to Include unpaid invoices in expenditure
    This will include posted but unpaid invoices

  • Select whether to Include unposted supplier invoices in expenditure

  • If Detailed report is not selected, then a summary report is created - see step 2

    Selecting Detailed report produces the report shown in step 3

  • Click Print to produce a PDF report


Expand
title1a. Report on a date range

To report on a date range:

Click Financial year and select Date range
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Enter the required date range
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2. Summary report

If Detailed report was not selected (in step 1), a summary report is created

A sample of a summary report is shown right




3. Detailed report

If Detailed Report was selected (in step 1), a report showing all activity is created

A sample of a detailed report is shown right





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Related issues

This report, produced as a PDF, allows reporting on a financial year or date range - the report can be run for the whole estate or a specific block within it