Finance - Viewing and Reporting on all Tenancy Bonds

The Manage Bonds screen is used to see the details of all Tenant's bond balances at a glance as well as reporting and managing bonds in Chintaro. This solution details:

• Manage Bonds Screen Overview
• Bond Balance Reporting
• Reviewing Tenancy Bond Details
• Viewing and Reporting on all Tenancy Bonds
• For further assistance with the Manage Bonds screen

Manage Bonds Screen Overview

To open the Manage Bonds screen, click on the Finance Menu, then click on Manage Bonds

All Tenancies are listed by default (Active and Vacated). These rows can be filtered to provide overviews based on tenancy status, for example to view current tenants only, filter by Tenancy Status and select Active and Active Arrears only:

If you have a preferred view, you can click Save View to open to that preference by default. You can also Print and Export this screen using the blue buttons at the top of the screen:

Bond Balance Reporting

The balances on this screen come from the Tenancies in Chintaro, and are filtered 'As At' the date at the top of the screen:

To report on the Tenant's Bond Balances as at a date different to today, change the As At Date at the top of the screen by clicking in the date field, delete out today's date and key in the date you wish to view the balances at EG EOM or EOFY Reporting dates:

The total balances will change as the date changes or as the screen is filtered. 

As with all Manage Screens in Chintaro, you can filter, search and save views on this screen using this solution: Using Search Screens in Chintaro and when you are happy with the data you have on the screen, click Export to open and save the data in an Excel spreadsheet. Alternatively, you can click Print to send the data to your default printer.

Reviewing Tenancy Bond Details

To review the bond details for a particular tenant or to make changes and work with bond or bond lodgement transactions double click on the selected tenant's row to open the Tenancy screen and select the Bond Transactions screen by clicking the Bond Transaction blue button at the top of the screen. 

Enter or edit bond details.

Enter new bond transactions or transfer bond transactions if needed. 

Enter new bond lodgement transactions or transfer bond lodgement transactions. 

Click the Exit button or the Go back icon to the left of the Home icon on the toolbar to return to the Manage Bonds screen. 

Once you are back on the Manage Bonds screen, click the F5 function key to refresh the view and see the effect of any changes to the tenant's balances. 

Viewing and Reporting on all Tenancy Bonds

You can create Bond Reports by sorting or filter this screen to view the data you want to see (see solution Using Search Screens in Chintaro for functionality), and save the view of the screen to create customised reports: Creating and using Saved Views for reporting

For further assistance with the Manage Bonds screen

For further assistance with the Manage Bonds screen, please contact support@chintaro.com.au