| Info |
|---|
This guide has been reviewed against our global client base and classed as relevant to all regions |
This article explains how to use Query Transactions to report on credit notes raised against rent invoices - for example, if you wanted to report on all rent reductions applied during a specific period
From the main menu, click Lettings/Rentals and under Reporting & Analysis select Query Transactions:
1. Set the reporting period
|
...
 | |
2. Set the criteria Set the criteria as follows:
|
...
  | |
3. Save the report
|
...
 |
4. Run the report
|
...
 |
5. Search results
|
...
 |
...
| Tip |
|---|
It is important for your team to maintain consistency when raising credit notes, using key words to enable the most efficient reporting For example, for rent reductions the standard description could be 'Rent Reduction as agreed for April rent' |
...
- filtering by the Reduction in the description column would then provide more accurate reporting |
...
Related articles
| Filter by label (Content by label) | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
|
...
|
| Excerpt | ||
|---|---|---|
| ||
How to use Query Transactions to report on credit notes raised against rent invoices |