Select Properties
Click to select properties from the Select
Properties pop-up. The report runs for all selected properties.
Recap By Code
Accept the checked default to print a recap section
sorted by income code at the end of the report or uncheck to exclude it.
Note
The report details below assume all defaults are selected.
Apt
The building + unit number. For instance, 01-A101.
Name
The primary occupant name. For instance, Sally
Smith.
Date
The adjustment transaction date.
User
The name of the user who entered the transaction.
Code
The income code applied to the refund transaction;
listed one code per line.
Description
A brief description of what was refunded and why.
For instance, Security Deposit Refund.
Refund
The amount refunded back to the resident.
Property Total
Sum of refund amounts for all residents listed
per property.
Grand Total
Sum of Property Totals for all properties selected.
Recap by Code
Code
List of income codes associated with the selected
adjustment batches. For instance, RENT.
Description
A brief description of the listed income codes.
For instance, Base Rent.
Amount
Total amount refunded listed per income code.
Property Total
Sum of refund amounts for all residents.
Grand Total
Sum of Property Totals for all selected properties.
Selection Criteria