How do I produce a list of all unallocated money?

Zenya Allen
Zenya Allen
  • Updated

The steps below show you how to produce a list of all the unallocated money, held in one of the following categories:

  • Unallocated Money Held Against Landlords
  • Unallocated Money Held Against Tenancies and Tenants
  • Unallocated Money Held Against Contractors
  1. Click Reporting on the main toolbar
  2. Click Accounts on the dropdown menu
    1. All Accounts - Leave all selected if you want to report on all accounts, or
    2. Choose Account - To report on an individual account, click the ... to search for and select one
  3. Unallocated Totals Report
    1. Click Print or Preview to produce or view a detailed view of the report, including:
      • Breakdown of unallocated money held against each Property and Tenancy 
      • Unallocated Money Held Against Landlords
      • Unallocated Money Held Against Tenancies and Tenants
      • Unallocated Money Held Against Contractors
    2. Click Unallocated Totals Report to produce the report
    3. Click Export and you can locate a place on your computer to save the report

If you would like to produce a report on only Landlord unallocated money, you can do so.
For more information on How do I produce a list of Landlord unallocated money, click here