Net Income Summary vs. Income/Expense Report

The software allows you to configure the Summary Tab to display a Net Income Summary snapshot or am Income Expense graph. 

Enable the Net Income Summary 

In your Rentec Direct account: 

  1. Click on the Settings tab.
  2. Click on Program Defaults.
  3. Select YES on the option for 'Show Net Income Summary Instead of Inc/Exp Graph'.

    Tip: There are additional Summary tab display options on this Program Defaults setting page to help you customize your Summary tab experience.  
  4. Click on Save Changes.

Rentec Direct summary page

Once set, the net income summary totals will include all transactions, including transactions posted to 'other' category types.

Keep in mind that in comparison, an Income & Expense report will reflect only transactions classed to either an Income or Expense category. In the event you post a transaction to the "other" category, your Net Income Summary number will differ from your Income & Expense report totals.

income and expense reports

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