The tenant ledger provides a comprehensive look into an account's balance and history.
To access the tenant ledger, navigate to any tenant page and click the Ledger tab near the top right.
View Account Status
The top portion of the ledger provides a snapshot overview that includes: unit and account balances, security deposits, prepay and credit balances, and the unit's paid-through date.
Note: The ledger's paid through date is based on rent only. Other monthly charges, such as insurance, are not included in the paid through date calculation.
If the tenant occupies more than one unit, you'll find tabs located just under the tenant's name to navigate between units. Each table value reflects the selected unit tab, except the account balance, which persists below the unit balance at all times.
See All Transactions
Located just below the account overview box, you'll find a table outlining all financial actions taken on an account. This table combines monthly charges, tenant payments, retail purchases, and any account adjustments. Use the left side of the gray filter bar to view actions within a specific date range or the right side to print or export results.
📖 To see even more detail in audit view, see Understanding Ledger Views.
On each table row, you'll find the action's date, description, associated service period, and promos (if applicable), charge or payment amount, and the new account balance. Additional actions can be found by clicking the arrow along the right side of each row.
Generate A Statement
While the transactions table helps you understand the actions that led to the unit's current balance, viewing a statement is valuable for honing in on exactly what remains unpaid for the entire account at the moment the button is clicked. All open charges can be easily combined into a single PDF statement at any time. To begin:
Click the View Statement button located beneath the Pay Now button.
If the tenant occupies more than one unit, clicking View Statement will display not only the visible unit's charges, but also any unpaid charges on their other units.
Apply Payments, Charges, and Adjustments
From the ledger, there are three main locations to take action on an account:
The adjustment buttons along the top right of the account overview box
The payment button is located to the right of the unit balance in the account overview box
The small arrow dropdown menu along the right of each row in the transactions table
The actions at the top adjust the overall unit balance, while the actions in the arrow dropdowns vary depending on the transaction type. For example, a payment can be refunded, and an invoice can be voided.