Tenant Payment Summary in REST Professional Version 15.5

REST Professional Version 15.5 offers the ability to generate a new report for tenants that displays a summary of payments made for rent and for invoices. The new Tenant Payment Summary is designed to be a concise overview of a tenant’s payment history throughout their tenancy.

This feature will include:

  • The ability to generate a summary of rent payments (including cancellations) for the current period as well as previous periods
  • The ability to generate a summary of invoice payments (including cancellations) for the current period as well as previous periods

Changes to Screens

A new menu item Reports > Tenant > Ledger Reports is available to generate the following reports:

  • Ledger/History report
  • Quick Tenant Ledger
  • Invoice Credit Ledger

A new menu item Reports > Tenant Payment Summary is available to generate the new report.

When selecting the printer icon from the REST Professional Toolbar on any of the following screens, an option will be available to generate the Tenant Payment Summary:

  • Tenant Details
  • Rent Receipt
  • Tenant Invoices
  • Water Invoicing

An Overview of the Tenant Payment Summary Report

The Tenant Payment Summary report will default to landscape layout, and the option to change the Orientation to portrait layout is not available.

Printed from the Reports > Tenant > Tenant Payment Summary menu

  • The report can be generated for Active, Inactive or All tenants
  • An option will be available to generate the report for all tenants by Manager
  • The report can be sorted by Tenant or Property
  • The report can be generated for Rent Only, Rent + Invoices or Invoices Only
  • The report can be generated for Current Period Only
  • An option is available to use effective arrears calculations for overdue rent

Printed for an individual tenant

  • The report can be generated for Rent Only, Rent + Invoices or Invoices Only
  • The report can be generated for Complete History, Current Period Only or a Period Range
  • An option is available to use effective arrears calculations for overdue rent

Tenant Rent Payment Summary Example

Tenant Invoice Payment Summary Example


If you experience difficulties with the setup or use of this new feature please contact Rockend Support via the Customer Lounge at www.rockend.com.au or 1300 657 700









 



26/07/2017 9:22 am AEST

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