Archive

Posts Tagged ‘reports’

Print & Save Reports to PDF

May 24th, 2010

adobe_reader2We’ve improved the report interface!  When viewing a report, statement, invoice, or receipt you now have the option in the upper right to download any report in PDF (right red pdf icon, see screenshot below).  Lately we’ve been asked a lot of  questions like these.

How can I email a copy of a ledger to my accountant?
How do I send this report to an owner?
How can I save reports?

The answer is, print to PDF.  PDF is a universally recognized document which stands for Portable Document Format.  There are many readers available for PDF and chances are your computer already has one installed.  If not, Adobe Acrobat is the most popular and it is free.  Once the document is saved, you can easily attach it to an email, or save it onto your computer or flash drive.

This update does not require you to purchase the full version of Adobe Acrobat.  We create the PDF files on the server and you download them and view them in the FREE PDF reader.  Customers of other property management software solutions who want to do the same may need to pay the $300/annual license to create PDFs; however, with Rentec Direct we’ve done this for you and included it in all of our professional releases at no additional cost.

print_to_pdf


Product Update, Rentec PM, Rentec Pro, Rentec for Associations , , , , , , ,

New Report: Open Workorders

April 27th, 2010

There is a new report available within the Reports tab: Open Workorders.  Choose a property from the property dropdown and then choose this report to view all open workorders for the property or properties selected.

Choose Print in the upper right to send it to your printer.  Note, the display on page puts each workorder right after the next; however, when sent to the printer it will page break each workorder to its own page.

Product Update, Rentec PM, Rentec Pro, Rentec for Associations , ,

Updated Property Sorting

April 17th, 2010

Sorting property names, especially when considering large numbers of sub-units, can be somewhat complicated.  The typical methods to sort available on the web are alphabetically or numerically.  The challenge presents itself when there might be a property, or multiple properties within an account that look like the following lists:

123 Spruce St, Unit A
123 Spruce St, Unit B
123 Spruce St, Unit C
123 Spruce St, Unit D
133 Pine St, Unit A1 – 4br
133 Pine St, Unit A2 – 3br
133 Pine St, Unit B1 – 2br
133 Pine St, Unit B2 – 2br

Computers can be told to sort numerically, which would not have any idea how to sort the first set of data.  Likewise, they can be told to sort alphabetically which presents a problem with the 2nd set of data.  Even a straight numerical sort on the 2nd set of data would produce an unwanted result.  Alphabetical sorting also has the complication of ordering like this:  1,11,12,13,2,3,4,5,6 (see why the 11, 12, 13 are before the 2? hint: it’s because they start with 1 which comes before 2)  Add to this that within the property name field we see other notes which may not relate to the property address.  Now picture these same lists with 100 or 200 properties or unit in them.  It can end up looking disorderly.

Rentec Direct has developed a custom sorting methodology to address all options and display the list in the most universally ordered method available.  The explanation of how it works is as follows:

  1. If a property has a numeric value within it (any number), that number is stored and used as the primary sort, followed by a alphabetical sort; otherwise if a property has no numerical values it is considered to start with a zero, so it’s at the top of the list and then sorted purely alphabetically.
  2. Following any alphabetical only addresses are the numbered addresses, or addresses with any number in them at all.
  3. In the case of properties with subunits, each list of subunits is sorted independently and listed directly below the primary property (or in the case of many reports, the subunit’s first units shows first).  The sorting of subunits follows the same rules as items 1 and 2 above.

If that’s too technical (or long) to read and understand, suffice it to say the sorting in Rentec Direct works much better now.  Thank you Sam (one of our terrific customers) for your feedback and help reporting the sorting issues.  This update should provide a more consistent look and feel across the board when looking at lists of properties.

This update affects all editions of Rentec Direct.

Product Update, Rentec Basic, Rentec PM, Rentec Pro, Rentec for Associations , , ,

New Reports Available

June 17th, 2009

rentrollreportWe’ve added some great reports, based on user feedback, to Rentec Direct.  These new reports are available to you today!  We base a lot of our development on user feedback.  If you have any ideas for reports which would help you manage your properties, please email them to us at support@rentecdirect.com.

  • Account Summary – See all of your banking accounts in one spot with their total income, expenses, and balance.
  • Property Summary – See all of your property accounts in one spot with their total income, expenses, and balance.
  • General Ledger - Customizable general ledger report by property or account.  Fully sortable by your own custom dates.
  • Current Deposits – Quick report to show you deposits held per property.
  • Lease Expiration - Quick report to show you which properties have leases and when those leases expire.
  • Rent Roll – At a glance report of properties and tenants, their rent due, and current balance.
  • Vacant Properties - Quick report to show you all vacant properties.

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