Understanding eSite Reports Presented by: Kimbereley Brown “The Balancing Act” Session - 111.
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Transcript of Understanding eSite Reports Presented by: Kimbereley Brown “The Balancing Act” Session - 111.
![Page 1: Understanding eSite Reports Presented by: Kimbereley Brown “The Balancing Act” Session - 111.](https://reader035.fdocuments.us/reader035/viewer/2022072005/56649f3f5503460f94c5fb43/html5/thumbnails/1.jpg)
Understanding eSite Reports
Presented by:
Kimbereley Brown
“The Balancing Act”
Session - 111
![Page 2: Understanding eSite Reports Presented by: Kimbereley Brown “The Balancing Act” Session - 111.](https://reader035.fdocuments.us/reader035/viewer/2022072005/56649f3f5503460f94c5fb43/html5/thumbnails/2.jpg)
Factors/Policies to Consider when Understanding and
Balancing Reports
ACT I
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Factors to Consider
• NOTNOT all reports will tie together.
• How the income code is setup.
• Understand the purpose of the report.
• Method to calculate Lost RentLost Rent.
![Page 4: Understanding eSite Reports Presented by: Kimbereley Brown “The Balancing Act” Session - 111.](https://reader035.fdocuments.us/reader035/viewer/2022072005/56649f3f5503460f94c5fb43/html5/thumbnails/4.jpg)
Policies to Consider
• What is the cutoff day for reports?
• When is an apartment considered leased?
• When is an apartment considered closed?
• Can multiple leases occur?
• What names are set for column headers?
![Page 5: Understanding eSite Reports Presented by: Kimbereley Brown “The Balancing Act” Session - 111.](https://reader035.fdocuments.us/reader035/viewer/2022072005/56649f3f5503460f94c5fb43/html5/thumbnails/5.jpg)
ACT II
“THE REPORTS…
their purpose”
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Leasing ReportsLeasing Reports
• Leasing Summary
• Weekly Boxscore
• Property Status
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Management ReportsManagement Reports
• Aged Delinquency Report
• Aged Delinquency Reconciliation
• Rent Roll Report
![Page 8: Understanding eSite Reports Presented by: Kimbereley Brown “The Balancing Act” Session - 111.](https://reader035.fdocuments.us/reader035/viewer/2022072005/56649f3f5503460f94c5fb43/html5/thumbnails/8.jpg)
Accounting ReportsAccounting Reports
• Reconciliation Report
• Monthly Income Summary• Rent Summary Report
![Page 9: Understanding eSite Reports Presented by: Kimbereley Brown “The Balancing Act” Session - 111.](https://reader035.fdocuments.us/reader035/viewer/2022072005/56649f3f5503460f94c5fb43/html5/thumbnails/9.jpg)
Audit ReportsAudit Reports
• Balance Exception Report• Exceptions Report • Resident History Report
![Page 10: Understanding eSite Reports Presented by: Kimbereley Brown “The Balancing Act” Session - 111.](https://reader035.fdocuments.us/reader035/viewer/2022072005/56649f3f5503460f94c5fb43/html5/thumbnails/10.jpg)
ACT III
“Balancing the Reports”
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Balancing the Accounting Reports
• Reconciliation
• Rent Summary
• Monthly Income Summary
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Balancing the Leasing Reports
• Leasing Summary
• Weekly Boxscore
• Property Status
![Page 13: Understanding eSite Reports Presented by: Kimbereley Brown “The Balancing Act” Session - 111.](https://reader035.fdocuments.us/reader035/viewer/2022072005/56649f3f5503460f94c5fb43/html5/thumbnails/13.jpg)
Q & A
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Thank you for attending the 2007 AMSI Client Conference.
See you next year!