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- Help Center
- Lease Accounting
- Lease Accounting Reporting
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Getting Started
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Lease Administration
- Equipment Leases
- Change History Log
- Clauses
- Document Storage
- Financials
- Creating & Editing a Lease
- Critical Dates
- Lease Column Configurations
- Custom Fields
- Contacts
- Filtering
- Assets
- Lease Data Exports
- Occupier Analytics Dashboard
- Customizing Data Categories
- Lease Admin Overview
- Column Configuration & Filtering
- Tasks & Commenting
- Lease Payables
- Lease Data Imports
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Lease Accounting
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Transaction Management
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Broker Deals CRM
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Monthly Release Notes
How do I run my disclosures using Occupier?
Watch this video to learn more about disclosure reporting in Occupier, or read along below.
To run your disclosure report using Occupier perform the following steps:
Step 1- Navigate to the Disclosures section of Lease Accounting and select which Legal Entity and Period/Periods you wish to calculate the Disclosures for.
- Legal Entity: Select legal entity you would like to run the disclosures report for. The disclosures report will include all leases associated with this legal entity.
- Period Beginning: First period to be included in the report.
- Period Ending: Last period to be included in the report
If you would like to run a report for the 2024 audit assuming your company's fiscal calendar starts on 1/1/2024, the Period Beginning would be Jan 2024 and the Period Ending would be Dec 2024.
- Asset Type: This field is optional. However, you may choose to run the disclosure reports based on the asset type, Real Estate or Equipment.
Step 2- Select "Create Report" on the bottom right-hand side of the screen. Once this button is selected, it will send your Disclosures Report to your email which can be downloaded into Excel to assist you with creating your Financial Statement footnote disclosures.
