Accounts List Lettings Report

This report provides a list of all invoices, receipts and credit notes - unconfirmed invoices will be indicated by an asterisk

1. Click on the Lettings tab

2. Click Reports

3. Select Accounts list

4. To add a Filter click on Add selection criteria ...

   1. Select the required Field

   2. Select the required Condition

   3. Select the required Value

   4. Click on Add to list

5. Click OK

6. Click OK

Switch between the following 3 views:

• Presentation style - provides a printer-ready formatted report

• Data report style - provides a data grid for easy exporting to Excel

• Excel - click the Export button to send the data grid to Excel

Note: If the report does not open in the expected format, check that the default program for opening csv format files on your PC is set to use Excel. If necessary consult your IT Support Team.

Data sheet style

Open

Presentation style

Open

For further help see:

SCO Modules

FAQs