The Tenancy Arrears Report provides a view of all tenancies that are in arrears.  

Tenancy Arrears Report Filters:

  1. Report For - Select a Company or show all companies in the report
  2. Vacated Status - Choose whether to Include or Exclude vacated tenancies
  3. Filter By - Choose to filter the report by Property Manager, Properties or Owners.  Note that Owner is NOT a mandatory field in the system.  If a search filtered by Owner returns no results, it may be because an Owner isn't listed for that property 
  4. Sort by - Choose to sort the report by:
    • Days in Arrears
    • Total Arrears
    • Tenant
    • Property
  5. Arrears Up to & Including - Displays Tenancies that have invoices due by As At Date.  Any payments or credit allocations made prior to or on the As At Date will be included in the report.  Payments or credit allocations made after the As At Date will not be included in the report
  6. Property Managers to Include - This field will change dynamically depending on whether you filter by Property Managers, Properties or Owners.  You can either make individual selections to include or by leaving the field blank it will include all results 
  7. Type of Property - By clicking Include All you will see all Property Types, or you can make individual selections
  8. Detail to Include Checkboxes:
    • Tenancy Ledger Balances - Choose whether to include the available tenancy ledger balance for the tenancy in the report.  Note that this option will only show for Trust Account companies and for the UK this option will always be defaulted to be checked ON
    • Unallocated Credit Notes - Choose whether to show unallocated credits in the report.  For the UK this option will always be defaulted to be checked ON
    • Arrears Status - Choose whether to show the Arrears Status in the report
    • Latest Note - Choose whether to include the latest note in the report
    • Contact Details - Choose whether to show the tenancy arrears contact(s) in the report
    • Areas - Choose whether to include Tenancy Areas in the report 

By clicking Generate Report on Screen the report will show on screen.  If you make subsequent changes to the report filters, you must click Generate Report on Screen to refresh the data shown. Alternatively you can Print as PDF or Download CSV.

Tenancy Arrears Report:

The top of the Arrears Report shows the following information:

1. Report Date - the date the report was generated

    For Property Managers - dependent on the filter selected - may be Property Managers, Properties or Owners

    Report As At - the date you chose to run the Arrears Report for.  If no date is selected, this will default to              today's date

2. Arrears Summary - This section shows the summary position for the Company selected

3. Current Tenancies in Arrears - This shows the percentage of current tenancies in arrears (excludes vacated & expired tenancies)

4. This section of the summary shows the percentage value of arrears against current, vacated and expired arrears.

The body of the Arrears Report shows the following information:

5. Property - Property Name

6. Areas - The Areas associated with the Tenancy.  This is an optional column 

7. Tenancy - The Tenancy Name and contact name.  The Account Contact will always show for Tenancy Arrears, along with any other contact who has indicated in the Tenancy Details screen that they would like to receive Arrears Notices.

8. Contact Details - The mobile number, phone number & email address for the tenancy contact(s)

9. Status - Shows the Arrears status if it has been set in the Tenancy Details. This is an optional column. For more information on how to set Arrears Status please see:

10. Latest Note - Shows the latest note heading, body of note & date.  This is an optional column.  For more information on how to set note types to appear in Arrears reports & the hub please see:

11. Rent - The total rent per month

12. Paid to Date - The date that rent is paid to

13. Part Payments - Shows any part payments that have been made

14. Last Payment - Shows the date of the last payment

15. Days in Rent Arrears - Total days in rent arrears

16. Tenancy Ledger Balance - If you've selected this option, the Available balance associated with the Tenancy will show on screen

17. Outstanding Rent Invoices - Total of rent invoices in arrears for the Tenancy

18. Outstanding Other Invoices - Total of other invoices in arrears for the Tenancy 

19. Outstanding Invoices - Total of Outstanding Rent Invoices & Outstanding Other Invoices

20. Unallocated Credits - If you've selected this option, any unallocated credits show on screen and contribute to the Total Arrears Position

21. Total Arrears Position - Outstanding Invoices minus Unallocated Credits equals the Total Arrears Position

The report subtotals by Property Manager, Property or Owners depending on the search filter and totals at the bottom of the page.