Tutorials Library
25 tutorials covering all platform features
Chart of Accounts Setup
Accounting Setup
Set up your chart of accounts, account types, numbering system, and property-level mapping.
Rent Collection & Payment Recording
Receivables
Post rent charges, record tenant payments, handle partial payments, and generate receipts.
Owner Statement Generation
Owner Accounting
Generate monthly owner P&L statements, allocate income and expenses, and send to owners.
Bank Reconciliation Step-by-Step
Banking
Match bank transactions, clear items, handle adjustments, and complete the reconciliation.
Security Deposit: Receive, Hold & Refund
Deposits
Record security deposits as liabilities, apply move-out deductions, and process refunds.
Month-End Close Checklist
Month-End Close
Complete the full month-end close: reconcile accounts, generate reports, lock the period, and archive.
Late Fees: Setup and Automation
Late Fees
Configure late fee rules, review auto-applied fees, waive or adjust fees, and notify tenants.
Vendor Bills and AP Approvals
Accounts Payable
Enter vendor bills, route for approval, attach invoices, and process vendor payments.
NSF & Failed Payment Handling
Receivables
Reverse failed payments, apply NSF fees, update tenant balance, and initiate follow-up.
Trust Accounting & Compliance
Trust Accounting
Manage trust funds, segregated client accounts, compliance reporting, and disbursements.
Budget Creation and Variance Review
Budgeting
Create annual property budgets, import monthly targets, and compare actuals to forecast.
Owner Distributions and Payouts
Owner Accounting
Calculate net distributions, apply management fees, process payouts, and record transactions.
Creating Inspection Templates
Inspection Setup
Build move-in, move-out, and routine inspection templates with sections, checklists, and scoring rules.
Scheduling and Assigning Inspections
Scheduling
Schedule inspections, assign inspectors, set priority levels, and send notifications.
Conducting a Move-In Inspection
Field Execution
Walk through the move-in checklist room-by-room, capture photos, rate conditions, and collect tenant signature.
Deficiency Tagging & Severity Ratings
Issue Logging
Log deficiencies during inspections, assign severity levels, add notes, and flag for follow-up.
AI Inspection Report Generation
Reports
Generate AI-powered inspection reports, review findings, email reports to stakeholders.
Escalating Issues to Maintenance
Issue Escalation
Convert inspection deficiencies into maintenance work orders, assign vendors, and track resolution.
Move-Out Inspection & Deposit Deductions
Move-Out
Complete move-out inspection, compare to move-in, log chargeable damages, and link to deposit deductions.
Remote Inspection Workflow
Remote Inspections
Invite tenants or inspectors to complete remote inspections using secure token access.
Property Onboarding Walkthrough
Property Setup
Add a new property, configure buildings and units, assign an owner, and set up rent charges.
Tenant Onboarding Process
Tenant Management
Create a tenant profile, link to unit and lease, enable portal access, and send welcome message.
Lease Creation & E-Signature
Leasing
Generate a lease agreement, add terms, upload for e-signature, and track signing status.