Income & expenditure report (block management)

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

The Income & Expenditure report is one of a selection of reports available within block management

This report allows you to report on a financial year or date range, as well as being able to run the report for the whole estate or a specific block within it - the report is produced as a PDF

1. Select report & report options

From the estate record:

Click Reports (top right) and select Income and Expenditure Report

In Report options:

Set which Financial year to report on, or click the link and select Date range - see 1a
In Block, leave set to All or select a specific block to report on
Select whether to Include unpaid invoices in expenditure
This will include posted but unpaid invoices
Select whether to Include unposted supplier invoices in expenditure
If Detailed report is not selected, then a summary report is created - see step 2
Selecting Detailed report produces the report shown in step 3
Click Print to produce a PDF report

To report on a date range:

- Click Financial year and select Date range

- Enter the required date range

2. Summary report

If Detailed report was not selected (in step 1), a summary report is created

A sample of a summary report is shown right

3. Detailed report

If Detailed Report was selected (in step 1), a report showing all activity is created

A sample of a detailed report is shown right

Knowledge Base

Income & expenditure report (block management)

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