Objective:
This article guides you through downloading transaction records for a specific owner's property using the Ledger section in the Trust module of PropertyStack. This is useful for tracking all financial movements associated with a property.
Step-by-Step Guide:
1. Go to the Trust Section
From the left-hand menu, click on Trust.
Then select Ledger to view all trust-related transactions.
2. Select the Relevant Property Account
Click on the Select Account dropdown.
A modal will open with four tabs: Property, Manager, Supplier, OTA.
Select Property if you want to filter by the owner's property account.
Use the search bar or scroll to find the property you're after.
Click on the property to highlight it, then click Select Payer.
3. Export the Transactions
Once the account is selected, the Ledger will update to show only the transactions related to that property.
Click the CSV icon on the top right of the Ledger table.
This will download a CSV file of all visible transactions for the selected property.
Conclusion:
Downloading transaction records for an owner's property is quick and straightforward using the Ledger’s account filter. By selecting the property account and exporting via CSV, you can generate clear and concise transaction reports for reconciliation, owner statements, or audits.