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This guide has been reviewed against our global client base and classed as relevant to

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all regions

A

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report is available showing all payments received from the tenant, including how the payments have been allocated, grouped by receipt

The report is generated as a PDF and is useful to outline to a tenant what they have paid and what is outstanding; it could also be used for tribunal cases

1. View tenant transactions by receipt

From the tenancy:

  • Click Transactions

  • In the Grouping section, select By Receipt

  • Click Print

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2. Select report

  • Select Print receipts report

  • Click Accept

    Where applicable, a prompt to exclude fully unpaid future invoices is displayed

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  • , click Yes

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  • /No as appropriate

    An option to preview the report is offered

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  • , click Yes

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3. Preview report

The report is displayed, grouped by receipt type, showing all receipt types and their corresponding

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allocation, including key information about the tenancy at the top of the report

Use the toolbar to print, navigate and save the report locally

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Tip

APAC clients will also see the following information in this report:

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Rent paid to, Part paid rent,

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Effective paid to date,

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Effective arrears, Effective days in arrears

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Overview of tenancy payments report which shows all payments received from the tenant, including how the payments have been allocated, grouped by receipt