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LedgerEDGE AM CYMA

Drop the AME report set, run, review. Tool developed by EXO Edge.

Drop the AME reports here
or click to choose them · Excel and PDF · sorted to their slots automatically
Required
T-12 / 12 Month Trend ExcelRequired
Operations 12 Month Report (.xlsx)
Operations Report ExcelRequired
Detailed Summary of Operations (.xlsx)
General Ledger ExcelRequired
GL Account Ledger Detail, YTD or at least AME−3 … AME (.xls)
Comparative Balance Sheet ExcelRequired
Balance Sheet, Prior Month Comparative (.xls)
Check Register ExcelRequired
Cash Position workbook, one sheet per month (.xls) · 112001
Bank Deposits In Transit PDFRequired
DIT report (.pdf) · 114950
Resident Balances PDFRequired
Summary Of Resident Balances (.pdf) · 113000 / 219100 / 221000 / 112004
Market & Actual Rents ExcelRequired
Market and Actual Rents by Unit Type (.xls) · 500000
Optional
AP Aging ExcelOptional
AP Vendor Aging by Invoice Date (.xls) · 211000
Bad Debt Accrual Worksheet PDFOptional
Worksheet (.pdf) · 211010 policy, JE and EGI check
Mortgage Statement PDFOptional
Lender billing statement (.pdf), any lender · escrow, principal, interest
Add the eight required reports to begin.
Settings
Gates conditions 1, 3 and 4 and the budget variance. 0 = the rulebook as written.
"All" adds every COA account marked flux.