Arrears Reporting / Tribunal Reporting

Overview

Arrears Reporting / Tribunal Reporting

The following article will provide steps on how to generate recommended reporting data when attending a tribunal hearing for arrears.

The processes in this article include:

• How to Generate the Payment History Report
• How to Generate the Tenant Timeline Arrears Report
• How To Generate the Rent Summary Report

How to Generate the Payment History Report

1. Navigate to People.
2. Click Tenants.
3. Search and select the Tenant.
4. Click Payment History.
5. A copy of the payment history will be downloaded as a PDF.

How to Generate the Tenant Timeline Arrears Report

1. Navigate to People.
2. Click Tenants.
3. Search and select the Tenant.
4. Click Timeline.
5. Click the Arrears filter.
6. Click Export.
7. A copy of all arrears and communications sent will be exported in a CSV file.

How to Generate the Rent Summary Report

1. Navigate to Accounts.
2. Click Reports.
3. Click the drop-down and select Rent Summary.
4. Enter the Tenant name or Property address.
5. Click Download.
6. A copy of the tenant ledger will be downloaded as a PDF.