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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

The Directors Report is one of a selection of reports available within

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block management

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This report allows you to report on a selected financial year

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and contains three main sections - Income & Expenditure, Balance Sheet and Arrears (detailing outstanding leaseholder invoices) and is produced as a PDF

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As the title suggests, it is designed for use

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at Directors Meetings

1. Select report & report options

From the estate record:

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  • Click Reports (top right) and

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  • select Directors Report

In Report options:

  • Set

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  • which Financial year

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  •  to report on

  • Select whether

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  • to Include unpaid invoices in expenditure
    This will include posted but unpaid invoices

  • Select whether

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  • to Include unposted supplier invoices in expenditure

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  • Click Print

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  •  to produce a PDF report

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2. Report

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

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This report, produced as a PDF, reports on a selected financial year and contains three main sections - Income & Expenditure, Balance Sheet & Arrears