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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
• NOTNOT all reports will tie together.
• How the income code is setup.
• Understand the purpose of the report.
• Method to calculate Lost RentLost 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 ReportsLeasing Reports
• Leasing Summary
• Weekly Boxscore
• Property Status
Management ReportsManagement Reports
• Aged Delinquency Report
• Aged Delinquency Reconciliation
• Rent Roll Report
Accounting ReportsAccounting Reports
• Reconciliation Report
• Monthly Income Summary• Rent Summary Report
Audit ReportsAudit 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
Q & A
Thank you for attending the 2007 AMSI Client Conference.
See you next year!