Bulk Exporting Reports from PropWorx Desk

Bulk Exporting Reports from PropWorx Desk

IMPORTANT NOTICE

  1. Each company will have different requirements for what reports they would like to download. The reports discussed here below are the most commonly downloaded reports, but there may be others that you may require. You are welcome to contact us if you have other requirements. 
  1. These reports can be exported to Excel or CSV file formats. 
  1. Some reports are very large and require a lot of computer memory to run. If you are experiencing issues with the download, please try smaller date ranges and download them in batches. You can also contact us for assistance. 
  1. It is important to confirm with your accountant or auditor what reports will be required. 

1.ADMIN REPORTS
1. Lease Report: a list of all the leases (active and inactive) and the corresponding information e.g. tenant, owner, mandates etc. Please include the file id column as this may be required later to match to other reports. 
- Click on Dashboard then Reports and then the Lease report. 

















2. File Management report: All the files created (active and inactive) for both customer and accounting files. 
- Click on Admin then File Management and then the File Management. 





3. Property & Complex Reports: All the properties and complexes created.
- Click on Admin then Properties and then Properties and/or Complex/Buildings


4. Tenants, Owners, Contractors: Various reports are available for download
- Click on Admin then People and then Select the People category


2.ACCOUNTING REPORTS
5. Financial Reports: Various balances and reports available. Some reports need a particular date e.g. trial balances where others can be downloaded for the full time period. - ensure you export for all history where possible.
- Click on Accounting then Account Balances and then Select the accounting report required.
  1. Trial Balance
  2. Trust Trial Balance
  3. Deposit Trial Balance
  4. Cashbook
  5. Detailed Business Ledger
  6. Detailed Trust Ledger
  7. Detailed Deposit Ledger

6. Fee Reports: Report of all debited and reversed fees for all files. - ensure to filter to have all data

- Click on Accounting then Fees and then Fee Reversal/Reports.


7. Tenant Statements: A detailed report of all tenant transactional activity for both active and inactive files. - ensure to filter to have all data

- Click on Accounting then Tenant Statements and then Detailed Statement ledger (for tenant statements) and/or Tenant Age Analysis for arrears.
- Click on Accounting then Tenant Statements and then Tenant Charges if you want to extract the tenant charges list. 


8. Payment Reports: This could be a large report, it may need to be exported in batches.
- Click on Accounting then Payments and then Expense report (for all landlord expenses) and/or Payment report for all payments generated. 



3. DOCUMENTS
9. Documents and Photos: These documents can be downloaded from the right panel of each tab as required. Should the documents be too many to download manually, kindly let us know to arrange for a file transfer via memory stick or similar. 

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