Financial Reports

Financial reports are crucial for compliance, accounting and bookkeeping, and tax purposes. Rentec Direct property management software provides Full Accounting and all the necessary reports for property management, including a Balance Sheet report.

When financial reports are created, you will have the option to Print, Email instantly, or Schedule and Send Automated Reports to Owners, Managers, and/or Yourself. Save time by creating a list of Favorites from your most used reports.

Learn more about Full Accounting, including Assets, Liabilities, and Equity Accounting with Rentec Direct.

Update Your Account to the New Remodeled Reports

Rentec Direct has significantly enhanced the software's Reports and Reporting feature options. Enhancements to These enhancements are automatically available in Rentec Direct accounts created on or after July 26, 2024

For accounts created before July 26, 2024, if you haven't had a chance to check out the enhanced features, the following two steps will get you started.

In your Rentec Direct account:

1. Click on Reports
2. Click on the NEW Try our Remodeled reports link to access the current report options

See more about the enhancements made to Rentec Direct reports and reporting features.

Financial Reports Overview

Over 30 Financial reports are available in Rentec Direct property management software, helping Rentec Pro and PM clients keep their property management finances current, accurate, and balanced. 

Financial Reports are organized into three topics: 

1. Accounting
2. Online Payments
3. Tax Reports 

Each report can be customized by using:

• Dropdown Filters for
  • Report Period or Date Range
  • Account 
  • Property
  • Owner (for PM clients)
• Clickable headers to change the sort order
• Clickable fields, such as a category, dollar amount, or address, allow you to access a transaction, ledger, or profile to make necessary changes and then return to your report using the page back function. 

Pro Tip: Add a professional touch by Adding Your Logo to reports

Accounting Reports

With over 20 Accounting reports available, Rentec Direct property management software provides all of the necessary reports to support the software's Full Accounting capabilities and other supplemental reports to manage all aspects of a property portfolio. 

Pro Tip: On the reports page, hover over the report title to see more details for each report.

While all Accounting Reports are beneficial, some of the most commonly used reports include: 

Account Balances
Displays point-in-time account, owner, and property balances and target reserves as of the ending date specified.

Account Ledger A & B (B is more advanced with more contents)
Displays a report with the line-by-line contents of the ledger for the selected property or account in landscape form.