Overview
We know that seeing what is owed to you in the system is probably one of the most important features for any property manager. We make it extremely easy to see thanks to the different A/R Aging reports.
The Steps
View a summary of unpaid balances
To view unpaid rent or leases with balances on them, click Accounting on the main menu and then click on Unpaid Rent.
(Alternatively, you can also click Reports on the main menus and click on the A/R Aging Summary report under the Who Owes You section.)
On the A/R Aging Summary report, you see a breakdown of your leases with non-zero balances organized by property.
This report also includes leases with credit balances, meaning those tenants paid ahead of time and you currently owe them money.
You can edit the A/R Aging Summary report to show information as of a different date, change the chosen aging periods, and even set the number of days you want rent to be past due before it will show on the report.
You can also filter by Property and Portfolio if you want to narrow down the leases shown.
Positive numbers are amounts owed to you, and negative numbers are credits on the lease. Keep in mind these are unpaid totals for the listed time periods, not necessarily single unpaid charges.
You can use your A/R Aging Summary report to see all of the leases that still owe you money, broken down by property, unit, and how many days they are delinquent. To view details, you'll need to use the A/R Aging Details report instead.
Note: If you want to "back date" the A/R Aging report by setting an "as of date" filter to the A/R Aging report, the aging buckets (0-30, 31-60, 61-90, 90+) will no longer show. This is because it will only showing you the information "as of" that specific date.
View the details of unpaid balances
To view details of unpaid rent and other balances, click Accounting on the main menu and then click A/R Aging Detail report under the Who Owes You section.
You can edit the A/R Aging Detail report to show information based on property, portfolio, days per aging period, number of periods, and min. days past due.
On the A/R Aging Details, you can see all open balances and credits on a property and which leases have these balances. Click on the open balance will bring up details about it and also give you the option to edit or delete charges and payments.
Next Steps