Page Comparison

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

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