Finance - Tenancy Transaction Screen Reporting

Modified on Tue, 06 Sep 2022 at 01:34 PM

The Manage Tenancy Transactions screen is used to view all of the transactions allocated to tenancies in Chintaro. It can be used to generate reports, exports, send receipts and invoices for transactions and to investigate transaction history (EG the total amount of rent received last month).

This solution details:

Viewing the Manage Tenancy Transactions screen

To access the Manage Tenancy Transactions screen, from the Home screen, click Finance, then Tenancy Transactions Functions and click Manage Tenancy Transactions:

Filtering and reporting on the Manage Tenancy Transactions screen

You can sort and filter on any column on the screen to create a report of transactions that you need. If there are columns of information that you require that you cannot see on this screen, they may be hidden and they can be unhidden. Click this link to learn more about Using Search Screens in Chintaro.

Some columns you may find useful to filter on, are:

Transaction TypeTo show only Rent Charges and Payments, Tenant Maintenance Charges and Payments, Water Charges, etc.

Use the date filters to isolate a period of time for the transactions (EG Last Week, Last Month, Dates in a Period – Quarter 1, etc).

To isolate the transactions for one program that your organisation is running. 

Reporting from the Manage Tenancy Transactions screen

Once you have a report that you would like to use outside of Chintaro, click Export or Print. 

If you would like to save the layout of the columns and filtered data on the screen so that you don't need to sort and filter each time you come into the screen, click Save View. More information about saved views is found in this link: How to Create and Use Saved Views

Creating bulk receipts for payments, or invoices for charges

You can create receipts or invoices in bulk from the Manage Tenancy Transactions screen.

First, filter the screen to those transactions you want to create bulk invoices/receipts for and either tick the Include box individually for each transaction you want to include, or click Select All if you want to select all transactions on the filtered screen.

Click either Word Merge Receipt to generate bulk receipts for the selected transactions or Word Merge Invoice to generate bulk invoices for the selected transactions.

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