To create an income and expenditure report for a landlord, go to Reports > Accounts and select the ‘Transaction Analysis’ report. You can save it and attach it to an email, but it won’t appear in the Documents tab.
Explore: Running a Report in CRM
To create an income and expenditure report for a landlord, go to Reports > Accounts and select the ‘Transaction Analysis’ report. You can save it and attach it to an email, but it won’t appear in the Documents tab.
Explore: Running a Report in CRM
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