Receipts : Postdated Cheques Procedures : Generating Postdated Cheque Reports
Generating Postdated Cheque Reports
There are two reports for postdated cheques. The Postdated Cheques report displays details of PDC records that can be grouped by property, resident or by cheque information. The Postdated Cheques Listing report displays the details of the the PDC records by tenant, including user tracking information.
How to...
To generate a postdated cheque report
To generate postdated cheque listing
To generate a postdated cheque report
1
From the side menu, select Receivables > Postdated Cheques > Post Dated Cheques Report. The Postdated Cheques filter appears.
2
Complete the following fields, as needed:
Property Type or select the property code.
Unit Type or select the unit code.
Resident Type or select the resident, lease or owner code.
Resident Status Select the resident status.
Cheque Date Type or select the range of cheque dates.
Date Submitted Type or select the range of cheque submission dates.
Cheques to Include Select the types of cheques you want to include: All, Outstanding, or Applied.
Payment Method Select the types of payment method you want to include: Any, Do not accept, Cash Equiv.
Group By Select the way you want the report organized: Property, Resident, Cheque Date, or Submission Date.
Sort By Select the way you want the data sorted within the group: Property, Resident, Cheque Date, or Submission Date.
Destination Select the destination. For more information see “Using the Destination Drop-Down List”.
3
Click Submit. The Postdated Cheques report appears.
To generate postdated cheque listing
1
From the side menu, select Receivables > Postdated Cheques > Post Dated Cheques Listing. The Review Postdated Cheques filter appears.
2
Complete the following fields, as needed:
Property Type or select the property code.
Unit Type or select the unit code.
Tenant Type or select the resident, lease or owner code.
Tenant Status Select the status of the resident.
Cheque Date Between Type or select the range of cheque dates.
Date Submitted Type or select the range of cheque submission dates.
Cheques to Include Select the types of cheques you want to include: All, Outstanding, or Applied.
Payment Method Select the types of payment method you want to include: Any, Do not accept, Cash Equiv.
Sort By Select the way you want the data organized : Cheque Date, or Cheque Number.
Created By Type or select the user who created the record.
Created Date Type or select the range of dates the record was created.
Modified By Type or select the user who modified the record.
Modified Date Type or select the range of dates the record was modified.
Deleted By Type or select the user who deleted the record.
Deleted Date Type or select the range of dates the record was deleted.
Destination Select the destination. For more information see “Using the Destination Drop-Down List”.
3
Click Submit. The Review Postdated Cheques report appears.
Additional Information
Postdated Cheques Procedures
Report Procedures