Posted value by month List
Which approved documents actually reached the ledger this period?
From Rent schedules
- Rental Payment Platform
- Reports and analytics
Reports for the questions your team asks
Answer what was posted, what was collected and what still needs review.
Overview×
Rental Payment Platform · Overview
Rental Payment Platform dashboard
This quarter
Rent schedules in view
6Total rent usd
3,390Submitted
6Due date in 14 days
4Accounting documents by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 24 | ||
| Review | 8 | 33% | |
| Approved | 2 | 25% | |
| Posted | 1 | 50% |
Gross amount USD by status
Sample totals per stage
Questions to answer
Rent due by lease List
Which scheduled obligations are approaching their due dates?
From Rent schedules
Cash applied to documents Grouped
How much of each verified receipt has been used against a posted charge?
From Cash receipts
Failed operation reasons List
Which actions need investigation and who owns the next step?
From Cash application
More reports
Pending document decisions List
Show accounting documents in Review with owner and revision.
Verified cash by partner Grouped
Group verified receipts by business partner and received date.
Journal balance by period Grouped
Sum debit and credit journal lines by accounting period and entry.
Review decisions by reviewer List
Show decision, source revision, date and reviewer for each document.
Set up Rental Payment Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.