For bookkeeping or tax purposes, we know it’s helpful to have a clear record of your financial transactions.
Within the Payments tab in the left-hand menu, you will see your Payments Overview Dashboard. You can click on the Charges or the Deposits tab to see the charges you have sent to your tenants and which have been paid and deposited.
How to Export Charges
Click on the Charges tab within your Payments tab, utilizing the filter options within each box so that you can export the information you need. From there, you'll want to select Export.
What's in the CSV File when Charges are Exported?
The Due Date
Category
Lease Title
Status
Amount
Amount Due
Important: Payment Notes when exporting from the Lease Profile, or the Charges tab are not available.
How to Export Deposits
Similarly, you can click on the Deposits tab within your Payments Dashboard and export a list of all payments that have been deposited into your bank account.
You’ll download a CSV that can be opened with Excel or Google Sheets (if on a Mac, you can also use the Numbers app). It can also be uploaded to your bookkeeping software or sent to your accountant.
What's in the CSV File when deposits are exported?
In the CSV, you’ll see a list of each payment, including:
Amount
Date Paid
Date Deposited
The name of the tenant who made the payment
Payment Method (Card or ACH)
Lease Title
Address
Any payment notes
Charges that were paid
Important: The additional details such as payment method, payment notes, etc., is only available when you export deposits.
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