Using the Statement of Account report
This statement will display any payments that are linked to a particular property. Unlinked payments will not be included
Open the Property window
1: Click Search.
2: Filter to properties and open the required property - the property window will open.
Open the Statement of Account window
1: Click on the Statement Of Account button - the Statement window will open open with generated report displayed.
Note: Only payments and debts that are linked with company will be included. Payments that are linked to a property but not a unit, will be listed in the summary section of the statement.
Making a transfer to client appear in the report
1. Select a company
2. Click client Contacts
3. Add one or more client contacts.
When you make a payment out to this client contact with the property included in the payment line, the payment appears as transferred to client.
Introduced in version 2015.5.7.1399
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