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The transactions displayed in the Transaction Summary Report can also be seen in the Manager's Report. This report is often run daily to see daily activity and transactions. The report provides a summary of daily, month-to-date and year-to-date totals of revenue, charges, payments, AR Accounts, ARC, ARD and Forecasted Occupancy.
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title | Accounting Reports |
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As a manager, we know that you need to find information quickly and easily. Use this guide to help identify the reports most relevant to you.
To start with, use these two reports to get a picture of the current day, week, month, etc. transactions,
Transaction Summary: Summary of all transactions for the day, Month to date and Year to date.If you need to see details of these transactions, then go to the summary Report.
TransactionsTransaction Report: Detailed report of every transaction made during a specific date range.
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Advance Charges: Running total of all charges posted before the check in date.
To get a report of all of your taxable transactions and taxes paid by date range, use this report:
Tax Transactions Report The Tax Transactions Report displays every taxable transaction posted during the time period selected with the transaction amount and the tax amount charged to that transaction.
If you take Direct Bill Payments:
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