How do I get a comprehensive year end report showing all revenue/expenses?

Al Bunch

January 18, 2015 16:28

In your accounting tab I can create a report showing expenses or revenue, but not both at the same time, is there a way to accomplish this without downloading both to excel and then manually merging them outside of your system?

Comments

12 comments

Chris Simmons April 17, 2015 18:06

Anything?

0

Comment actions Permalink
Jacob Thomason April 17, 2015 19:41

Hey Chris, you can certainly do this with an owner statement from the reports. If you don't see that option, you can enable "Property Management" setting. From there, you can generate an owner statement for whatever period you'd prefer. Just select the date range.

Hope that helps. Please let us know if you have any other questions with this or anything else you'd like to see. Cheers!

0

Comment actions Permalink
Al Bunch April 17, 2015 19:46

^^ That - 3 month response time. Unacceptable.

Guess Jacob deleted my previous post listing a competitor that responds in a timely manner.

0

Comment actions Permalink
Jacob Thomason April 17, 2015 19:47

Al, we try to respond to nearly every single request within a few hours. You're welcome to have a look at all the other posts on our forums. My sincere apologies that this one slipped through the cracks though! I agree 3 months is well beyond acceptable! Thank you!

0

Comment actions Permalink
Chris Simmons May 05, 2015 21:37

I got owner statements for each owner working fine with one minor exception. One thing I liked about rentpost was the ability to track property management expenses. When I do my owner statement for the property management co, it looks different....very abbreviated, compared to my other owners that have multiple properties. The property management co does not currently own any property. The expenses show up in the report for the property management co but are just listed by the generic description. When I do a report for an owner with multiple properties, it is nice and broke down by property, by vendor and then shows the description and amount.

What am I doing wrong?

0

Comment actions Permalink
Jacob Thomason May 05, 2015 21:42

Hey Chris, not sure I'm 100% with you on this. But I have a general idea. Could you shoot over an example statement that you're referring to where you'd like to see the additional line items? If you can send this over and/or any other details, we'll dig in and take a look. Email us at help@rentpost.com to submit a support ticket. Thanks!

0

Comment actions Permalink
Ben Donihoo April 04, 2016 16:21

I am looking for the year end report for the owner. I noticed this pose is about a year old. Has it change?

0

Comment actions Permalink
Jacob Thomason April 04, 2016 16:28

Hey Ben, we do have an owner statement. If you go to Reports > Owner Statement, you can run a report for the entire year there. Have you tried this?

0

Comment actions Permalink
Ben Donihoo April 04, 2016 16:31

I do not see were Owner Report is. I am sure it is right in front of me.

0

Comment actions Permalink
Jacob Thomason April 04, 2016 16:38

Ben, looks like you guys have the "Property Management" functionality disabled in your settings. If you go to Account > Settings > Property Management, you can enable it there. After doing so, you'll see the report I mentioned. Hope that helps!

0

Comment actions Permalink
Ben Donihoo April 04, 2016 16:53

Got it. Thank you for the quick response.

0

Comment actions Permalink
Jacob Thomason June 28, 2016 02:05

Please note that there is also an income statement available from the reports now. It's currently under the beta features, but will soon be standard for all account. You can enable beta features under your settings. Thanks!

0

Comment actions Permalink

Please sign in to leave a comment.

Comments

Didn't find what you were looking for?