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Mass Sales Reporting

Modules > Property lease management > Periodic tasks > Mass sales reporting

Use this page to enter the reported sales numbers for a specific range of sales reporting records.

To enter the sales reporting information for a single lease, use the Sales Reporting page.

Enter Sales Numbers

To enter the sales numbers for several records, follow these steps: 

  1. Specify the From date and To date range for the records you on which you want to report.
  2. If needed apply an additional Filter so that only the records you want are in the list.
  3. For a line specify the sales Amount.
    Reporting date     is updated with the current date and the Sales reporting status is updated to Reported. If needed, you can change the Sales reporting status back to Unreported.
  4. When you are finished, close the page. The reported numbers are automatically saved.

Fields

This page contains the following fields: 

Field Description
Interval Dates  
From/To date Specify the from and to date range for the sales reporting records on which you want to report.
Sales reporting lines
Sales reporting number Displays the sales reporting number for the report run.
Name Displays the name for the sales report.
Lease number Displays the lease number.
Name Displays the name of the lease.
From/To date Displays the date range of the reporting period.
Late date to report

Displays the last date on which the sales amount can be reported. This date is the period end date plus the specified number days for the grace period. For example, the period end date is June 30, 2020 and the Grace period is 5, the last date to report is July 5, 2020.

Reporting date

Displays the date on which the sales amount is entered. If needed, the date can be changed.

Amount

Specify the sales reporting amount for the period. The initial value is zero (0).

Sales reporting status

Displays the reporting status of the line. The initial value is Unreported.

When you specify the sales amount the status is automatically updated to Reported, which can be changed as needed. Only lines that are reported are included in the reconciliation process.