Follow the steps below to lookup Account History in the Management App:
- Search for the resident you’re looking Account History for
- Select their name or address from the results.
- Go to the Accounting tab
- The Account History table will default to displaying ALL Account History items in 10 row increments
- You can adjust the date range the displays using the From/To fields
- There are buttons (All / 60 Days /90 Days / Last Zero Balance) to help you quickly filter based on the button name
- If you would like to view the Total, “check” the Show Total box.
- You can utilize the Search bar to search for information in any of the columns.
- You can use the Charges dropdown to just display specific types of charges
- Clicking Data Export will allow you to save and print the Account History
View Account History