Features or work arounds?


Ken | email Mar 19 2016, 09:31 AM
Morning -

Has anyone found a way to use the software to search the accounting entries for a specific field? We input check numbers in the description field, to allow balance with the bank, but trying to go back to one can be tedious - sort by date or by amount, and then manually find the entry. Is there a better way?

Related to that, is there a way to restrict the active dataset, so if I am forced to manually search for a field, I am not looking to 6 years of data? I recognize Stephan's point that having all the data available in the database is valuable for trend reporting, but it would be nice to maybe include something like an 'archived' tag, to allow the focus to be on a current year.

Third - is there a way to generate a running balance in reports or displays? Dealing with a tenant who is not precise in rent payments can be tedious. The report shows only due and paid amounts, but does not keep a running balance. I have done this by exporting the report to excel, and adding the required formula. Is there a way to do this quickly in the tool?
Stephane Grenier | email Mar 21 2016, 05:39 PM
Hi Ken,

Please find the answers to your questions below:

1. Has anyone found a way to use the software to search the accounting entries for a specific field? We input check numbers in the description field, to allow balance with the bank, but trying to go back to one can be tedious - sort by date or by amount, and then manually find the entry. Is there a better way?

You'll be happy to hear that his is coming in the near future. However in the current version you can select which columns you want to appear and yes you do have to sort by column. Again we are working to improve this in the future and we are adding the ability to search in the next major release.

2. Related to that, is there a way to restrict the active dataset, so if I am forced to manually search for a field, I am not looking to 6 years of data? I recognize Stephan's point that having all the data available in the database is valuable for trend reporting, but it would be nice to maybe include something like an 'archived' tag, to allow the focus to be on a current year.

Yes you can filter the data as shown in Section 4.1 of the user manual at: http://www.landlordmax.com/support/index.php?pg=kb.book&id=2

3. Third - is there a way to generate a running balance in reports or displays? Dealing with a tenant who is not precise in rent payments can be tedious. The report shows only due and paid amounts, but does not keep a running balance. I have done this by exporting the report to excel, and adding the required formula. Is there a way to do this quickly in the tool?

Please note that the software will give you totals on all the transactions you have. So for example if you have 8 rents and some are not paid as long as you have all the accounting entries entered in the main accounting table they will appear in the reports and the report will give you a total of the amount paid, still owing, and so on. Therefore if a tenant still owes you rent it will appear in this report.

That being said most commonly people will run the report "Revenues for a tenant" which is basically a tenant statement report. The default title for this report is "Tenant Statement" and it's meant to include all the tenant's rent payments, including those that have been paid and those that are still remaining. Are you perhaps looking for this report?

Regards,
Stephan Grenier
Founder
LandlordMax Software Inc.
http://www.LandlordMax.com
http://www.FollowSteph.com


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