How do I remove terminated leases from current reports?

Question

I am running a tenant activity report and terminated tenants show up on there. There isn't any activity for the period I am running, I checked to make sure the lease was terminated and all of the dates were filled in. One specific tenant had a 1-1-2021 beginning balance in the totals, however there are no charges due, security deposit was refunded. Am I missing something?

April Dahl · Answer

Hi Sandy24, 
 When you run the report, which data files are you selecting? 
 The report is calculating the beginning balance from the transactions with an accounting date before the From Date entered on the report. It's going to use the transactions from the files you selected. If you are including the New file, those are unposted transactions. If there is anything unposted with accounting dates before the From Date, that will create this problem. 
 Also, selecting multiple data files can cause some "file merging" problems that result in incorrect reporting. For this particular report, you should only be selecting Current file. You can run it on Current and History when you are running it for dates that includes data in the History file. The New file should not be selected. 
 Does this help? 
 April

Sage Construction & Real Estate

How do I remove terminated leases from current reports?

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