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Show unposted fees on tenancy income report

Show unposted fees on tenancy income report

Owned by Fiona Hardy, created
Last updated: Jun 04, 2024
2 min read

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

Available from version 12.186

Tenancy income report functionality is a configurable option for Enterprise customers
To request this option to be enabled on your system, click here to contact Reapit Support

When running a Tenancy Income & Forecast report, unposted tenancy fees are now shown on the tenancy income report within the pipeline income figures

By taking into account unposted tenancy fees, this update gives a better reflection of pipeline income when analysing the report

From version 12.181+, tenancy fees can be added and saved to an invoice without needing to post it, as outlined here: https://reapit.atlassian.net/wiki/spaces/RW/pages/2160459972

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.png

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.png

  • 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.png

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Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help

 

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