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How to Generate Owner Prepayment Summary Report?
Tanvir Mahedi |
0 step |
2 minutes
Tip- **All transactions related to owner advance payments. This report includes all the transactions of the advance payments made to the owners. Options to filter by owner, transactions date, payment method, etc.**
1
Access the **Admin Portal** by logging in.
2
Go to "**Reports**" under **"ACCOUNTING & REPORTS"**
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3
Click on "**Owner**" tab
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Click on "**Owner Prepayment Summary"**
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5
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
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Click **"RESET GRID"** or "**CLEAR FILTER**" to refresh
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Click on the "**Trash**" Icon to delete
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Click on **"Yes, Delete"**
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Alert- "**If you are deleting a debit transaction, deleting this transaction should not bring the credit balance to negative. Negative balance is not allowed"\
& \
"If you are deleting a credit transaction, this will increase the owner prepayment balance."**
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You can **download/export** the report in "**Excel**" & "**CSV**" version
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