How do I view a list of all fees charged to Landlords?

Zenya Allen
Zenya Allen
  • Updated

The steps below outline how you can run a report of all fees charged to Landlords over a period of time.

The report shows all Landlord fees in the selected date range and in the selected account(s).

  1. Click Reporting on the main toolbar
  2. Click Accounts on the dropdown menu
  3. Select the date range in the Date Filter for when you want to produce the report
  4. Leave the selection on All Accounts
    1. Alternatively, if you are looking for a transaction in a specific bank account, click Choose Account
    2. Click on the ... dots to search for and select your chosen account
  5. In the Agency fees section
    1. Tick Batch if you want the fees to be grouped by type, e.g. management fees, letting fees etc
    2. Click on Landlord  
  6. You can choose to click Print to send the report to your printer, click Preview to view it on your computer, or click Export to Excel to save the report in a file on your computer as an excel document 
  7. Click X to close