Reporting on Held for Tenancy Funds

Summary

Use the Tenancy Funds Summary to help manage tenancy funds and easily allocate or refund funds from the tenancy profile.

Tenancy Funds Summary Overview

The Tenancy Funds Summary reports on funds held on behalf of the tenant. These funds do not relate to owner funds and do not effect owner balances.

You can view a summary of all tenancies who have funds in Held for Tenancy, through the 'Trust & Reports' page. Go to:

• Trust & Reports > Tenancy > Tenancy Funds

The search results display the following:

• Tenancy Name - Click on the Tenancy Name to go to the Tenancy Profile and action the held funds
• Property - Click on the Property to go to the Property Profile so you can access more property information 
• Tenancy Status - The Tenancy Status will display with whether the tenant is Vacated or Current 
• Rent Arrears - The Rent Arrears column will show the amount of current tenant rent arrears 
• Total Invoice/Fees - Total Invoice/Fees allows users to easily see what is outstanding and can click to view an associated breakdown of the invoices
• Hold Until - When a Hold Until date has been entered at the time of receipt for Tenancy Held Funds, the date will be displayed in this column, otherwise the field will remain blank 
• Total Held - The Total Held column will show a total of all Held for Tenancy funds that are currently held in trust

Exporting the Report

Once you have selected your filters and your report has displayed, you can export the report to either pdf or csv by clicking on the Actions button. 

Note: If less than 10 columns are selected, the scaling of the report will change from landscape to portrait. If there are more than 16 columns, the font will resize to fit all columns into the report.