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Understanding eSite Reports. Presented by: Kimbereley Brown . “The Balancing Act” Session - 111. Factors/Policies to Consider when Understanding and Balancing Reports. ACT I. Factors to Consider. NOT all reports will tie together. How the income code is setup.
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Understanding eSite Reports Presented by: Kimbereley Brown “The Balancing Act” Session - 111
Factors/Policies to Consider when Understanding andBalancing Reports ACT I
Factors to Consider • NOT all reports will tie together. • How the income code is setup. • Understand the purpose of the report. • Method to calculate Lost Rent.
Policies to Consider • What is the cutoff day for reports? • When is an apartment considered leased? • When is an apartment considered closed? • Can multiple leases occur? • What names are set for column headers?
ACT II “THE REPORTS… their purpose”
Leasing Reports • Leasing Summary • Weekly Boxscore • Property Status
Management Reports • Aged Delinquency Report • Aged Delinquency Reconciliation • Rent Roll Report
Accounting Reports • Reconciliation Report • Monthly Income Summary • Rent Summary Report
Audit Reports • Balance Exception Report • Exceptions Report • Resident History Report
ACT III “Balancing the Reports”
Balancing the Accounting Reports • Reconciliation • Rent Summary • Monthly Income Summary
Balancing the Leasing Reports • Leasing Summary • Weekly Boxscore • Property Status
Thank you for attending the 2007 AMSI Client Conference.See you next year!