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.

From Date

Printing the report calls for a date range to print from. Enter the first day of the date range using the format mm/dd/yyyy. Or use the Calendar Button to display a date.

Thru Date *

Printing the report calls for a date range to print from. Enter the last day of the date range using the format mm/dd/yyyy. Or use the Calendar Button to display a date.

From Building

Printing the report calls for a building range to print from. Enter the first number of the building range. Or use the drop-down to display a lookup list.

To Building

Printing the report calls for a building range to print from. Enter the last number of the building range. Or use the drop-down to display a lookup list.

From Apt

Printing the report calls for a unit range to print from. Enter the first number of the unit range. Or use the drop-down to display a lookup list.

To Apt

Printing the report calls for a unit range to print from. Enter the last number of the unit range. Or use the drop-down to display a lookup list.

Sort By

Select how to sort the report data from the drop-down list. Options include:

- Transaction Date—(default) data is sorted by the date of the transaction.

- Date of Record—data is sorted by the date of record.

- Invoice Number—data is sorted by the invoice number.

- Entry Order—data is sorted in the order it was entered into the system.

- Due Date—data is sorted by the transaction due date.

Separate Page per Resident

Accept the unchecked default to print the pages of the report in one continuous cycle. Or, check to print the report as one resident per page.

Include Current Residents

Accept the checked default to include residents with a Current status. Or, uncheck to exclude them.

Include Applicants

Accept the checked default to include applicants with an Applicant status. Or, uncheck to exclude them.

Include Wait List Applicants

Accept the unchecked default to exclude residents with a Wait List status. Or, check to include them.

Include Canceled Applicants

Accept the unchecked default to exclude applicants with a Canceled status. Or, check to include them.

Include Previous Residents

Accept the unchecked default to exclude applicants with a Previous status. Or, check to include them.  

Note

The system prints an asterisk (*) for a payment transaction to indicate that the payment represents multiple transactions. If there is only one invoice number for a transaction, however, then the invoice number is printed.

Trans Date

The date the transaction occurred.

Date of Record

The date of record assigned per transaction. Every ledger transaction is assigned a date, the Date of Record, which is associated with an accounting period. For a transaction to post, this accounting period must be active.

Invoice #

If applicable, the invoice number assigned to the transaction.

Description

A brief description of the transaction.

Charges

The amount charged to the resident by the property.

Payment

The amount paid by resident to the property.

Check #

If the payment was received by check, then this column identifies the number of that check.

Balance

The total balance due after the resident charge or payment has been assessed or collected.

1. From the eSite menu, select Reports—Audit Reports—Simple Resident History.
2. Click Select Properties. Select the properties for which you want to print the report and click Done.
3. Select the information you want to see on the report (refer to the Selection Criteria for this report).
4. Select a Report Format option: Acrobat Reader (default), Crystal Viewer, Excel.
5. 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.

 

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