Directors report (block management)

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

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

This report allows you to report on a selected financial year and contains three main sections - Income & Expenditure, Balance Sheet and Arrears (detailing outstanding leaseholder invoices) and is produced as a PDF

As the title suggests, it is designed for use at Directors Meetings

1. Select report & report options

From the estate record:

Click Reports (top right) and select Directors Report

In Report options:

Set which Financial year 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
Click Print to produce a PDF report

2. Report

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

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Directors report (block management)

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