I'm a controller for a multi-family firm. Recently, I was informed by one of our attorneys that the Sage-supplied tenant ledger is too confusing. He has refused to take it before a judge because he doesn't think it will be easy enough for a judge to understand.
Is there a way for me to design a simple tenant ledger that just shows a charge or payment on a line and then shows a balance?
Here's an example of what I'd like:
| Date | Description | Charge |
Payment |
Balance |
| 1/1/17 | Rent Charge | 500.00 | 500.00 | |
| 1/2/17 | Payment #200 | 495.00 | 5.00 | |
| 1/3/17 | Payment #201 | 10.00 | -5.00 |
I've made a few attempts at this, but I'm still very inexperienced. If anyone has any hints at how to get this done, it would be much appreciated.