View, Filter/Search, Export/Share Tenant Ledger Report

Tenant Ledger Report Overview

Accessing the complete financial transaction history and running balance for individual residents.

Steps:
The Tenant Ledger provides a detailed chronological record of all financial activity for a specific tenant:

1. Navigate: Click the Reports (Chart Icon) in the left sidebar and select Tenant Ledger Report.
2. Review the Ledger: The table displays the following core columns:
   
   • Title: The description of the transaction (e.g., "Rent for Mar 1, 2026").
   • Invoice #: The unique ID for the bill. Click the link to view the original invoice.
   • Debit: The amount charged to the tenant (e.g., rent or fees).
   • Credit: The amount paid by the tenant or waived by an admin.
   • Balance: The running total of what the tenant currently owes.

   
   

Filtering by Specific Tenant

Isolating a single resident's ledger to review their individual payment and charge history.

Steps:
To view the ledger for a specific individual:

1. Locate Filter: Click the Tenant dropdown menu at the top left of the report.
2. Select Resident: Choose the tenant's name from the list.
3. Automated Update: The report will refresh to show only the transactions, unit number, and property associated with that specific person.
4. Group By: Use the Group By dropdown to organize entries by property if a tenant has rented multiple units over time.

Customizing Ledger Views

Adjusting visible data points and organizing the ledger for easier financial auditing.

Steps:

1. More Columns: Click the More Columns dropdown to add or remove data points, such as specific dates or property details, to simplify your view.
2. Search Bar: Use the Search Bar to find specific transactions by entering an invoice number or keywords from the title (e.g., "Testing 123").
3. Refresh: Click the Circular Arrow Icon in the top right to sync the ledger with the most recent payments and automated rent charges.

Exporting & Sharing Tenant Ledgers

Generating professional statements in PDF or Excel format for residents or accounting purposes.

Steps:
To provide a tenant with their statement or save a record for your files:

1. Open Menu: Click the Three Vertical Dots Icon in the top-right corner.
2. Select Export Option:
   
   • PDF Icon: Generates a professional ledger statement, ideal for sharing with tenants who request their payment history.
   • Excel Icon: Downloads the ledger as a spreadsheet for advanced financial reconciliation.
   • Envelope Icon: Directly emails the filtered ledger to a recipient.
3. Resetting: Click Reset Filters to clear your tenant selection and return to the full organization ledger.