Accounts Reporting and Analysis options
This page covers all reports found on the Lettings/Rentals - Reporting and Analysis menu
You may also be interested in the custom report option Agent Remittance By Date, outlined here:
Reprint agent remittance / report on agent fee paid to business account
Click the links below to access a guide on each report:
Query transactions
Query transactions offers criteria entered driven transaction reporting
Agent VAT/GST report
Report on payments to the agent bank account that qualify for VAT/GST
Bank statement analysis - locate a receipt/payment
Bank statement analysis is a depiction of the actual bank statement from the bank - if you are unable to locate a receipt or payment made on the system, the Bank Statement Analysis report can be used to trace it
View payments (reprint BACS file)
Report on all payments processed via AgencyCloud - previously generated BACS files can be reprinted from here
Landlord annual income (ROPL report for HMRC)
Report on annual income for landlords within specific tax years - this report is used to generate the ROPL-01 report for HMRC
Landlord income/expenditure statements (landlord income & expenditure run)
The landlord income/expenditure statements function allows landlord income & expenditure statements to be produced & sent in bulk
Deposits held report
The deposits held report shows all live deposits held by the agent or third-party bond scheme
Renewals report
The renewals report generates a list of renewals currently being processed within a specified date range
Read only screens
Read only screens are the same as those in Daily Accounts Processes, but view-only
This menu may also give access to the End of Month (EOM) report, click here for more information:
End of Month (EOM) Report