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The LivingOS

Run financial reports

Income and expense statements, balance sheet, AR ageing, and exports.

Urbanice Admin1 min read
  • Accounting
  • Reports

The reports you will use most

  1. Go to Accounting → Reports and pick a report type.
  2. Choose the property and the period.
  3. Choose Export to download as Excel or PDF.
  • Income & expense — by month or a custom range.
  • Balance sheet — as at a chosen date.
  • AR ageing — outstanding balances bucketed by age.
  • Bank report — for reconciling against a statement.
A report run before the period closes excludes adjusting entries. For AGM documents, run it after closing.