Viewing Revenue by GL
Viewing Revenue by GL
The Revenue by GL screen provides a list of payments made to the management company from the association.
To view the revenue by GL:
Select Management > Revenue By GL. If you are using universal navigation, click Management > Analytics > Revenue By GL.
Complete the search filters:
Association: Search for the association or click All.
GL Account/To: Enter the GL account range. You can click the Search icon to manually search or click the arrows to load the first (Arrow Left icon) and last (Arrow Right icon) GL accounts.
Status: Select a specific status to limit the search results to invoices with a specific status.
From/To: Enter the from and to dates.
Click Refresh. The results load in the bottom half of the screen.
Click the Invoice Date hyperlink to navigate directly to the invoice.
Click the Export button to save an Excel copy of the results.