To watch a video walkthrough of this process, click here.
Once your bookkeeper has completed your monthly reports, you can download them directly from the bookkeeping module.
Navigating to Your Report Packets
Go to Other Tools and then select Bookkeeping. Scroll down to the Financial and Tax Documents section and make sure you're on the Financial Reports tab. Here you'll see a list of all report packets that have been generated for your community.
Downloading a Report Packet
Any report packets you haven't yet viewed will display a New tag. When you're ready to view a report, click the Download button next to the packet you'd like to access.
If you have several report packets stored, you can use the date filters to quickly locate the one you're looking for.