Rent Charge → Payment → Receipt
Rent Collection
Full cycle from posting a rent charge, receiving payment, handling partial payments, auto-late-fees, and generating a receipt.
financialProperty ManagerTenant+1
Delinquency & Late Fee Workflow
Late Fees & Collections
Tenant misses rent → auto late fee applied → notice generated → follow-up → escalation to collections.
financialProperty ManagerAccountant
Security Deposit: Receive → Hold → Refund
Security Deposits
Record deposit receipt, track as liability, apply deductions at move-out, calculate net refund, process payment.
financialProperty ManagerAccountant+1
Vendor Bill Approval & Payment
Accounts Payable
Vendor submits bill → property manager reviews → accountant approves → payment scheduled → remittance sent.
financialProperty ManagerAccountant+1
Journal Entry Approval & Posting
General Ledger
Manual journal created → submitted for review → approved → posted to GL → audit trail recorded.
financialAccountantAdmin
Owner Statement & Distribution
Owner Accounting
Reconcile income and expenses → apply management fee → generate statement → approve → send to owner → process payout.
financialProperty ManagerAccountant+1
Bank Reconciliation Process
Banking
Import bank statement → match transactions → identify uncleared items → add adjustments → mark reconciled.
financialAccountant
Month-End Close Workflow
Month-End Close
Complete all reconciliations → review outstanding items → generate statements → approve → lock period → archive.
financialAccountantAdmin+1
NSF / Failed Payment Handling
Payment Reversals
Payment returned → reverse transaction → apply NSF charge → update tenant balance → send notice → follow-up plan.
financialAccountantProperty Manager+1
Move-In Inspection Workflow
Inspections
Schedule move-in inspection → assign inspector → complete checklist → capture photos → collect signature → file report.
inspectionInspectorProperty Manager+1
Move-Out Inspection & Deposit Settlement
Move-Out
Move-out notice received → schedule inspection → document damage → compare to move-in → calculate deductions → process deposit refund.
inspectionInspectorProperty Manager+2
Inspection Issue → Maintenance Escalation
Issue Escalation
Issue flagged during inspection → severity assessed → work order auto-created → vendor assigned → scheduled → completed → closed.
inspectionInspectorMaintenance Coordinator+1
Lease Creation & E-Signature
Leasing
Draft lease → set terms → upload document → send for tenant signature → track status → countersign → activate lease.
processLeasing AgentTenant+1
Tenant Onboarding Workflow
Tenant Management
Application approved → lease signed → deposit collected → unit assigned → portal access enabled → welcome communication sent.
onboardingProperty ManagerTenant
Trust Fund Transaction & Compliance
Trust Accounting
Funds received into trust → recorded against client → disbursement authorized → compliance report generated → audit trail maintained.
financialAccountantAdmin