Scheduled Charges Audit

Scheduled Charges Audit Report

Make the following menu selections to display this page:

Reports—Audit Reports—Scheduled Charges Audit

The Scheduled Charges Audit Report is available in two formats: Summary and Detail. The report lists the current lease charges and scheduled changes for a specified As Of Date. The report shows the difference between current and future charges, and the property total. The Details report also includes totals by lease.

Selection Criteria

Note

An asterisk (*) indicates a required field or selection.

Select Properties

Click to select properties from the Select Properties pop-up. The report runs for all selected properties.

Summary List

Select this option to view the Summary report.

Detail List

Select this option to view the Detail report.

Unapproved Renewals

Select this check box if you want the report to include information for unapproved renewals.

Residents with a Zero Difference

Select this check box if you want the report to include information for residents with no scheduled changes to lease charges.

New Charges Date *

Type the As Of date for the reported lease charges. The report will list charges as of the specified Property Selection Date and the New Charges Date.

Report Details

Note

The following report details assume all defaults are selected. The display may vary depending on the criteria you select.

Apt

The building + unit number (for example, 01-A101).

Name

The primary occupant name (for example Sam Smith)

The resident status (for example, Current).

Lease Begins Expires

This column displays two dates (mm/dd/yyyy): the Lease Begins Date and the Lease Expires Date.

Renewal Begins Approved

This column displays two dates (mm/dd/yyyy): the Renewal Begins Date and the Renewal Approved Date.

Income Code

This column appears on the Detail report only and shows the income code associated with the charges (for example, Rent).

Charges As Of

This column displays two dates (mm/dd/yyyy). The first day is the specified Property Selection Date and the second date is the New Charges Date.

Difference

This column displays the dollar amount difference between the old and new charge. For instance, if the old charge was $100 and the new charge is $150, then this column shows $50 difference.

Property Total

Totals are listed for the charges shown in the Old and New date columns.

To Display the Scheduled Charges Audit

From the eSite menu, select Reports—Audit Reports—Scheduled Charges Audit.
Click Select Properties. Select the properties for which you want to print the report and click Done.
Select the option for the report you want to view: Summary or Detail.
If you want the report to include information for unapproved renewals, select the Unapproved Renewals check box.
if you want the report to include information for residents with no scheduled changes to lease charges, select the Residents with a Zero Difference check box.
In the New Charges Date field, type the As Of date for the reported lease charges. The report will list charges as of the specified Property Selection Date and the New Charges Date.
Select a Report Format option: Acrobat Reader (default), Crystal Viewer, Excel.
Click Display. If you selected the printing option, Excel, you are prompted to open or save the report Excel file. Otherwise, the report opens in your preferred format.