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How do I check tenant balances before my first bank reconciliation?

Before your first bank reconciliation, access the Tenant Balances report through Accounts > Custom Power Reports > Tenant Balances to verify all balances are correct.

Before your first bank reconciliation, you need to ensure tenant balances are correct from the start. This is a critical setup step that affects all future accounting in agentOS.

During your onboarding, the Tenant Balances custom report will be installed for you. To check your tenant balances:

  1. Navigate to the Accounts section in agentOS
  2. Look for Custom Power Reports
  3. Select Tenant Balances

The report displays all tenant balances in your system. Tenants with rental arrears will show a positive amount in the Owed Rent column and a negative amount in the Balance column.

If you cannot see this report or have questions about your tenant balances during onboarding, please contact onboarding@agentos.com