Accessing and Generating Accounting Reports in Loop

Overview

Loop now features a full suite of Lettings Reports directly within your Accounting tab. This update brings all your agency fees, rent tracking, and HMRC compliance data into one central hub. Additionally, a new Rent Arrears widget has been added to your dashboard to give you an instant visual health check of your portfolio.

How to Find the Reports Section

1. Navigate to the Accounting tab in your Loop dashboard.

2. Scroll to the bottom right-hand side of the page to find the Reporting section.

3. Tip: To make this section easier to see, you can collapse (concertina) the Accounting Health Check widget to free up screen space.

Report Categories

To help you find what you need quickly, reports are split into four clear categories:

1. HMRC Reports

• NRL 6s (Non-Resident Landlord scheme certificates)

• Yearly Returns

• S23 Agent Returns

2. Banking Reports

• Bank Reconciliations

• Payouts

• Unallocated Income

• Suspense Accounts

• Unreconciled Items

3. Income Reports

• Agency Income (Includes detailed breakdowns by property and VAT amounts)

• Contractor Information

• Portfolio Review

4. Management Reports

• Arrears

• Rents

• Pipelines

• Security Deposits

How to Generate a Report

Generating a report in Loop takes only a few simple steps:

1. Select the Report: Click on the specific report you want to generate (e.g., Agency Income Report).

2. Set Your Parameters: * Date Range: Select the applicable dates at the top.

   • Detail/Summary: Choose between a high-level summary or a fully detailed view.

   • Filters: Select which fees to include and filter by specific Teams if you need to separate departmental data.

3. Choose Your Format: Select either PDF (best for printing/presentation) or CSV (best for data analysis/Excel).

4. Run Report: Click Run Report to generate your file.

Note on Agency Income Reports: Generated reports will automatically break down data by individual property and include precise VAT amounts for your accounting records.

Need Support?

If you have any questions or need assistance navigating the new reports suite, our team is here to help.

• Email: support@loop.software