What reports does Kera have?
ForLandlordsProperty managers
Who can do this
Landlord; Organization users with Generate Financial Reports.
Where to find it
Accounting → ⋮ → Run a report.
Steps
- Open Which report do you need? and search or browse the groups:
- How the business is doing: Profit and loss (organizations only), Property profitability (organizations only), Fee revenue by type (organizations only), Cash flow statement.
- Where things stand: Rent arrears, Rent roll, Cash by bank account, Trust liability by owner (organizations only).
- Statements for your accountant: Balance sheet, Trial balance.
- Canadian tax and year-end: GST/HST summary, T4A contractor summary, and T776 rental income (landlords only).
- US tax: 1099-NEC contractor summary, 1099-MISC rents to owners, and Schedule E rental income (landlords only).
What happens next
See "How do I run a report?".
Good to know
A Landlord sees Cash flow statement, Rent arrears, Rent roll, Cash by bank account, Balance sheet, Trial balance and the tax reports, including T776 rental income and Schedule E rental income. Landlords don't see Profit and loss, Property profitability, Fee revenue by type or Trust liability by owner.
Limits
For organizations, Profit and loss is cash basis: income when received, expenses when paid.
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