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

The Directors Report is one of a selection of reports available within estate management.

This report allows you to report on a selected financial year and contains three main sections - Income & Expenditure, Balance Sheet and Arrears (detailing outstanding leaseholder invoices) and is produced as a PDF.

As the title suggests, it is designed for use at Directors Meetings

. The report is produced as a PDF

.


1. Select report & report options

From the estate record:

  • Click Reports (top right) and select Directors Report

In Report options:

  • Set which Financial year 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

  • Click Print to produce a PDF report


2. Report

A sample of the report is shown right, showing the Arrears section



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