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How to create a financial report?

The financial report summarizes, for a client (owner) and over a given period, the rents and charges received as well as the fees.

Written by Pauline Marchand

Steps

  1. In the left-hand menu, click Clients and open the client's file.

  2. Click the Financials tab, then Actions → Generate financials report. (If your agency's address and name are not completed, a message first prompts you to update your agency details.)

  3. Select the period for which to generate the report.

  4. The report is generated automatically. It contains:

    • the rent report (rents received and owner fees);

    • the charges report (charges received and tenant fees);

    • the detail of these amounts.

  5. You can then either download the report, or validate and send it to your client via Smovin.

👉 See also: How to automatically calculate the amount to refund to my client?

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