Generating PM Expense Detail reports regularly can enhance expense tracking and provide valuable insights for informed operational and pricing decisions within your property management company by including remitted expense line items in owner statements.
Navigate to PM > Reports > Expense Detail (or Reports > Property Management > Expense Detail), selecting from the following options, and clicking Run Report.
- Active and/or Disabled Properties
- Owners
- Date range
- Property Tags
- Match all selected tags
- Expense Categories (e.g., Custom Expense Categories, Account, Advertising, Channel, Cleaning, Commission, Credit Card Processing, Damage Protection, HOA, Insurance, Lawncare, Legal, Linens, Maintenance, Management, Membership, Rent, Repairs, Resort, Storage, Supplies, Tax, Trash, Utilities)
- Group By (e.g., None (default), Category, Month, Listing Site, Owner, Property, Property Status (Active/Disabled), Quarter, Week, Year)
- Show empty groups
Users can choose to Print or Export (and save) the completed Expense Detail Report. See the Expense Detail Report PDF Example.