Welcome to the TOPS Software Help Center

Sign In to your account

Security Deposit Report

Follow

DESCRIPTION

Related Links

Security Budgets Overview

How to Add/Edit Owner Security Deposits

How to Add/Edit Owner Security Deposits

 

 The Security Deposit Report shows all the owners with a Security Deposit balance.

This guide will explain how to view, print, and export a Security Deposit report. Also, this guide will show how to email the report on an automated schedule.

 

How to View/Export

Starting from the main menu:

Click Reports and select Standard.

  

Look in the Accounts Receivable section for Security Deposit, Click Security Deposit

      • Edit the information if needed.
        • Options  Hides the editable report options. 
        • Schedule - Email reports on a schedule, or as a one-time email. 
        • As Of Date
        • Export FormatSelect the export format: PDF, Excel, or Word.

If you made any changes, click  to see the changes in the balance sheet on screen or before exporting.

Once you're finished, click 

This will download the exported report to your default download folder.

 

 How to schedule a report

 Click  Schedule. This will display the scheduling options.

  • Schedule -Will let you email reports at a scheduled time, or as a one-time email. 

    • Frequency- How often you want the reports to automatically be sent. (Once, monthly, quarterly, etc.)
    • Permitted Days-pick which day you want the reports to run, if you don't want the report to run on a specific day, unselect those days.
    • Start Date- Select the day you want to start the scheduled reports
    • End Date- Select the date you want the scheduled reports to end. 
    • End Time- Select the time you want the reports to stop running. 
    • Recipient- Type in the email where you want the reports sent

Click Schedule at the bottom of the screen to save the scheduling process 

you can go to Automation to see this scheduled job

    •  

 

Was this article helpful?
0 out of 0 found this helpful

Comments