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.**
    Access the **Admin Portal** by logging in.
    Go to "**Reports**" under **"ACCOUNTING & REPORTS"**
    Click on "**Owner**" tab
    Click on "**Owner Prepayment Summary"**
    Drag column headers into the square space to group them in "**Drag a column header here to group its column"**
    Once dragged, it will **represent** like this
    Click **"RESET GRID"** or "**CLEAR FILTER**" to refresh
    Click on the "**Trash**" Icon to delete
    Click on **"Yes, Delete"**
    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."**
    You can **download/export** the report in "**Excel**" & "**CSV**" version
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