How do I produce a list of Landlord unallocated money?

Zenya Allen
Zenya Allen
  • Updated

The steps below show you how to produce a list of Landlord unallocated money receipted on a Tenancy as Unallocated for Landlord.

  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. Click Landlord Unallocated
  4. A Total Unallocated for Landlord report will display
    1. Click on a Landlords name, then on the the dropdown arrow
    2. A list of the associated Tenancies and Tenants with unallocated amounts will be listed. If the balance against the Landlord is more than the total held by Tenancies, the remainder will be held direct against the Landlord
    3. Click Print or Preview to produce a detailed view of the report which you can print or view. You can also click Export to Excel, then locate a place on your computer to save the report 

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