The Bank Directory report shows the bank account setup in a report format. You can run it for one or multiple banks.
To run the bank directory report
Go to Reporting > Bank Reports > Bank Analytics.
Select the Bank Directory tab. The filter appears.
Complete the filter.
Bank | Select one or more bank accounts, or leave the field blank to run the report for all banks. |
Property | You can filter banks by property--if you enter a property, Breeze will display all the bank accounts linked to it. Note: You can run the report for a specific bank, to see which properties are linked to a bank, or you can run it for a property, to see which banks are linked to the property. |
Include Bank/Payer | The report will include the setup for writing checks for the bank and the payer, including the address and the account numbers. The "payer" is typically the property management company. |
Include Notes | The report will include notes entered on the Bank screen. |
Include Properties | The report will show the properties linked to each bank account. |
Inactive Bank | You can choose to include active bank accounts, inactive accounts, or both. |
Click Display. Breeze generates the report.
Report with Include Bank/Payer Option
The following graphic shows the report with the Include Bank/Payer option.
