Flatten Arrears
Smart KWB ·
Open the exported Arrears Listing with Notes report, then press
Flatten Report. One row per invoice line lands on a sheet called Flat.
What it does
The report comes out banded — a block per property, premises and tenant, with TOTAL rows, merged cells and a summary at the bottom. This turns it into a flat table of invoice lines:
- Property, Premises and Tenancy filled down onto every line
- Property Ref and Tenant Ref pulled out of the
(ref)suffixes, kept as text so leading zeros survive - TOTAL rows, headers and the summary sections dropped
- Arrears C/Forward left as the formula
=L+M-N, as in the report
It finds the report sheet on its own — it does not matter which sheet is
in front. Running it again just replaces the Flat sheet. Your file
is not changed on disk until you save it.