Who is this guide for?
For the building manager who wants a paper or PDF report on building funds to present to the board of directors or residents.
Steps: Report all funds
- From Finance ← Funds Click Print Report at the top of the page.
- The Funds Report page opens in a new tab and the print window appears automatically.
- Choose your printer, or choose Save as PDF to save it as a file.
The report displays Number of Funds, Total Current Balances, Total Accruals, Total Sum, and Total Remaining (separated by currency), then a table for each fund: Fund Name, Currency, Purpose, Current Balance, Outcome, Residual, Goal, Minimum, Status.
Steps: Single fund movements
- Click Details on the fund card, then open the Transactions.
- First filter the transactions by Type and Date Range and press the search button. Example: expenses + previous month.
- Click Print Transactions.
Result
A list of transactions matching the filter only is printed, and at the top is the number of transactions and the sum of income, expense, and net, and for each transaction: type, description, apartment, payer, amount, payment method, approved, date. The printing time and the name of the person who printed it appear at the bottom.
Important notes
- If the page does not open, allow system site pop-ups in the browser.
- Printing is available from the web panel only.