Property Vista allows you to generate Electronic Funds Transfer (EFT) reports using available report filters. Reports can be exported to Excel or printed for further review.
Step 1: Navigate to EFT Reports
- Navigate to REPORTS → EFT.
- The EFT report screen will open.
Step 2: Apply Report Filters
- Select the appropriate filters for the information you want to retrieve.
- Review your filter selections to ensure the report includes the required information.
- Run the report.
Step 3: Export or Print the Report
Once the report has been generated, you can choose to:
- Export to Excel: Download the report for further review or analysis.
- Print: Print a copy of the report for your records.