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How to Generate Management Fee Summary Report?
Tanvir Mahedi |
0 step |
2 minutes
Tip- **List view of all the management fee charges for all properties. Option to filter or group by property or owner. Option to download data in excel format.**
1
Access the **Admin Portal** by logging in.
2
Go to "**Reports**" under **"ACCOUNTING & REPORTS"**
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Click on "**Owner**" tab
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Click on "**Owner Prepayment Summary"**
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Click on **"Select a Date Range"**
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You can also select any **timeline as per your choosing**
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Click on **"View Report"**
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Drag column headers into the square space to group them in "**Drag a column header here to group its column"**
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Once dragged, it will **represent** like this. Click on "**CLEAR FILTER**" to reset
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You can **download/export** the report in "**Excel**" & "**CSV**" version
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You can click on any of the option to get into the **relevant management fee** ""
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