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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 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.

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