What this page is for
See which person holds the money received for each property and month. Each holder's subtotal folds open to its properties.
Who can use it
See money reports (by default Admin, Finance and Viewer).
How to run it
- Choose the months, currency, properties and, if you want, some holders, and select Show.
- Select a holder's row to fold or unfold it, or use Collapse all and Expand all.
Fields and columns
| Column | Meaning |
|---|---|
| Holder | Who holds the money. Each holder's bold row is their subtotal; the rows under it are their properties and months. |
| Property | The property the payments are for (on the subtotal row, how many properties). |
| Month | The month the money came in. |
| Amount | In the report currency. |
Statuses and automation
The holder is the payment's holder, else its collector, else the booking's holder or collector; this is the same rule Cash in hand uses. Only verified payments count.
Settings that change this page
Your display currency.
FAQs
How do I change a holder? On Cash in hand, open the person (or Unassigned) and change the holder of the payment.
Troubleshooting
| Problem | What to do |
|---|---|
| Lots of money is Unassigned | Give those payments a holder on Cash in hand. |