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Tip

From version 12.181+, tenancy fees can be added and saved to an invoice without needing to post it, as outlined here: Add, edit & save tenancy fees on initial tenant invoice without posting it

1. Choose report criteria

From the main menu:

  • Click Reports then select MI Analysis and click Tenancy Income Report

  • Select the report type of Tenancy Income & Forecast, add required criteria and click Report

    TIR criteria.pngImage Modified
Tip

For more information on using the tenancy income report, click here:
Tenancy income report - configuration option

2. Unposted fees shown on report

The report will open in Microsoft Excel

  • The PivotTable tab displays a row within Pipeline Income Type showing Unposted Fee totals
    If there are no unposted fees for the reporting period selected, this row will not be displayed

    TIR report - pivot table.pngImage Modified
  • The Income Report tab includes an Unposted Fee category within the FeeCategory column as well as other categories such as Letting Fee, Management Fee, Additional Agent Fee etc.

    TIR report - income report breakdown.pngImage Modified
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