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This guide has been reviewed against our global client base and classed as relevant to all 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 report is produced as a PDF
1. Select report & report options From the estate record: |
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In Report options:
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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 |
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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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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 |