How do I filter the Payment records displayed?

How do I filter the Payment records displayed?

1. Log in to your PaymentReport profile.
2. Select Payments from the main menu.
3. Unverified payments will have a False iconin the Verification column.
4. Click on the Filter icon  in the top-right of the window.
5. You may filter the records on the following fields:
- Verification: Select Verified (Received) or Unverified (Not Received) based on whether the payment has been marked as received.
- Payment Type: Select the Payment Type you would like to filter the records on, such as Rent Payment, Security Deposit, etc.
- Due: Select Past Due, Due Today, Due within 30 Days, or Not Due.
- Property: Select a specific property or properties to filter by.
- Lease: Select a specific lease or leases to filter by.
6. Enter the filter criteria then click in the Payments window to exit the Filter window.
7. To remove the filters select the Clear Filter icon .

For example, to show only Past Due payments with a due date in the past or today that have not been received yet:
- For the Verification field select Unverified
- For the Due field select Past Due and Due Today

Or on the Dashboard select "You have unverified payments" and select one of the following links if you need to quickly view unverified Payment Due records:
"Past Due"
"Due Today"
"Due Within 30 Days"




    • Related Articles

    • How do I view the payment history for my lease?

      1. Log in to your PaymentReport profile. 2. Select Payments from the main menu. 3. Payments that have not been verified by your property manager or landlord will have a False iconin the Verification column.  4. Payments that have been verified as ...

    • How do I add a Late Fee to an outstanding payment?

      1. Log in to your PaymentReport profile. 2. Select Payments from the main menu or on the Dashboard select the Past Due, Due Today, or Due Within 30 Days links in the "You have unverified payments" section to be taken directly to a list of unverified ...

    • How to enter Payment Schedules for a Lease

      Add the payment details for the lease, starting with the Start Date of the lease through the end date or select "No End Date" if the lease is month-to-month, so we may report the full payment history of the lease. Steps (Payment Schedules section ...

    • How do I mark a payment as not being collected?

      1. Log in to your PaymentReport profile. 2. Select Payments from the main menu or on the Dashboard select the Past Due, Due Today, or Due Within 30 Days links in the "You have unverified payments" section to be taken directly to a list of unverified ...

    • Why are the payment records not available to verify?

      If the payment records for a lease have not been created, in order for the property manager/landlord to verify, this indicates the verification process has not been completed by the property manager/landlord or the review process is in progress for ...