Follow

Admin> Settings> Reports


The Reports setting allows you to customize the items shown in the financial reports, calculate profit according to occupancy and create demographic groups for a more detailed financial reports. 

There is a video at the bottom of the page for your convenience. Fields with an asterisk (*) are required.

 

Financial Reports

Please select the appropriate options to customize the content of the Financial Reports. 

 

Economic Occupancy

Follow the Economic Occupancy formula and customize the GL accounts that will be used when reporting vacancy and occupancy profit. 

Note: When a vacant unit is encountered during posting of recurring charges, ResMan has the ability to assign a "transaction category of vacancy" to the unit instead of reporting a vacancy loss. Please select the appropriate GL Account from the drop down menu.

 

Demographic Groupings

A new tool, ResMan gives you the ability create a statistical report according to resident financial demographics. To edit the default group, select from the drop down menu and edit the data. To create a new group, click on New. 

 

Don't forget to save any modifications. 

 


NEED MORE HELP? WATCH THIS VIDEO


Video too small? Click the Full Screen link on the lower right of the video!

 

Have more questions? Submit a request
Powered by Zendesk