Help · Property

Property reports in SwiftlyBooks

The rent roll, arrears, vacancies, each property's income and costs, and the deposits held.

The reports

  • Rent roll: each unit let, its tenant, rent, other charges and deposit held.
  • Arrears: what each tenant owes, by how late, and what to do Next.
  • Vacancies: each empty unit, since when, and when its next lease starts.
  • By property: each property's income, costs and net, over the dates you choose.
  • Deposits: each tenant's deposit held.
  • Landlords' money and Commission: what is held for each landlord, and the commission earned.

Use them

  1. Choose a tab, and a property or All properties.
  2. Press a row's first column to open its lease, property or landlord.
  3. Press Download for a spreadsheet, with a column for each currency.

Good to know

  • Once a tenant's reminders are done, Send the arrears letter shows in amber under Next. Press it to open the lease.
  • A landlord's rent counts as collected for them, and their bills as paid from their money.

Related

The same help is in the app: press the ? at the top of any page.