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How to Generate Lease Expiring Report?

The lease expiring report give you a summary of upcoming lease which will expire in certain days. It also includes lease already expired. Report can be viewed for certain property or all property. The steps to generate Lease Expiring report: Click ‘Reporting’ under...

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What Can You Do With Rent Roll Report?

You can do the following: Get the ‘Rent Roll report’ on monthly basis Change Date: Click ‘Change Date’, select ‘Report for Month’ and click ‘Update’. Change Property: Click ‘Change Property’ to get the rent roll report for a different property Back: Click ‘Back’ to go...

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How to Generate Rent Roll Report?

The Rent Roll report presents leases and their financial summary information for a property. The report includes unit info, tenant info, lease info, rent summary etc. The steps to generate Rent Roll report: Click ‘Reporting’ under ‘FINANCE & REPORTS’ Click...

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How to Generate Expense by Vendor

The steps to generate Expense by Vendor: Click ‘Reporting’ under ‘FINANCE & REPORTS’ Click ‘Income/Expense’ tab Click ‘Expense by Vendor’ You can do the following: Get the ‘Expense by Vendor’ for a specific accounting period Change Date: Click ‘Change Date’,...

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How to Generate Income by Tenant?

The steps to generate Income by Tenant: Click ‘Reporting’ under ‘FINANCE & REPORTS’ Click ‘Income/Expense’ tab Click ‘Income by Tenant’ You can do the following: Get the ‘Income by Tenant’ for a specific accounting period Change Date: Click ‘Change Date’, select...

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How to Generate Expense by Property?

The steps to generate Expense by Property: Click ‘Reporting’ under ‘FINANCE & REPORTS’ Click ‘Income/Expense’ tab Click ‘Expense by Property’ You can do the following: Get the ‘Expense by Property’ for a specific accounting period Change Date: Click ‘Change Date’,...

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How to Generate Income by Property?

The steps to generate Income by property: Click ‘Reporting’ under ‘FINANCE & REPORTS’ Click ‘Income/Expense’ tab Click ‘Income by Property’ You can do the following: Get the ‘Income by Property’ for a specific accounting period Change Date: Click ‘Change Date’,...

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How to generate announcement?

This section displays the list of announcement in a tabular form. The table contains the following: Posting Date Subject Message Expire Date Other functionalities include: Add new announcement: To add new announcement, click ‘+Add New Announcement’ Search: To search...

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How to Generate Taxes?

Taxes list the details of the following: Tax Name Abbreviation Tax Rate (%) Notes Is Active The following functionalities are included: Add New Tax: To add new tax, click ‘+Add New Tax’ Edit Tax: To edit any tax, click ‘Edit’ Delete Tax: to delete any tax, click...

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How to Delete a Vendor

In this page, you can delete a vendor. You can not delete a vendor of the vendor is assigned a service request. To delete a vendor, you do the following: Click ‘Manage Vendor’ under ‘Vendor’ Click ‘Delete’ of the selected vendor Click ‘Delete Vendor’ at the bottom of...

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How to Edit a Vendor Details

In this page, you can edit the details of a vendor. To edit the details of a vendor, you do the following: Click ‘Manage Vendor’ under ‘Vendor’ Click ‘Edit’ of the selected vendor There are three main sections: Profile: Business Name: The name of the business First...

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How to Get Details of a Vendor

In this page, you will find the details of a vendor. To get the details of a vendor, you do the following: Click ‘Manage Vendor’ under ‘Vendor’ Click ‘View Details’ of the selected vendor There are three main sections: Profile (Basic Information): Business Name: The...

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How to Get Form Management List

In this section, you will find the list of forms. The list has the following items: Title: The title of the form Description: The description of the from Keywords: Any keyword i.e. lease Is Approved: Yes or No Other functionalities include: Add a New Form: To add a...

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How to Delete a Lead Management

In this section, a lead management can be deleted from the system. To delete a lead management, you do the following: Click ‘Lead Management’ under ‘Tenant’ Click ‘Delete’ of a selected lead management Click ‘Delete This Lead’ at the bottom of the page To delete,...

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How to Edit the Details of a Lead Management

In this page, you can edit the details of a lead management. To get the details of a lead management, you do the following: Click ‘Lead Management’ under ‘Tenant’ Click ‘Edit’ of a selected lead management You can edit the following details: Personal Details First...

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How to Get Details of a Lead Management

In this page, you will find the details of a lead management. To get the details of a lead management, you do the following: Click ‘Lead Management’ under ‘Tenant’ Click ‘View Details’ of a selected lead management You will find the details as follows: Personal...

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How to Create a New Lead Management

A new lead management can be created in this section. To add a lead management, click ‘Lead Management’ under ‘Tenant’. There are four sections to be filled: Personal Details First Name Last Name Gender Email Phone Address Address Country Province City Postal Code...

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How to Get the Lead Management List

In this section, you will find the list of lead managements. The list displays the following information: Current Status First Name Last Name Email Phone First Contact Date Date Created Other functionalities include: Add a Lead: To add a lead, click ‘+Add a Lead’...

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How to Delete a Tenant

In this section, a tenant can be deleted if the tenant is not associated with other data such as service request, income etc. To delete a tenant, you do the following: Click ‘Manage Tenants’ under Tenant Click ‘Manage Tenants’ of the selected property Click ‘‘Manage...

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How to Invite Someone as a Tenant

In this section, you can invite someone to join your team as a tenant. The following data fields need to be to filled to invite as a tenant: Email: The email of the person to be invited Name: The name of the person Property: The address of the property Unit Number:...

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