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Recent Articles
Manage a Tenant or Landlord Profile
LANDLORD PROFILE Watch Video Guide Watch Video - PropWorx © Navigation 1. Click Admin on the Main Menu. 2. Click on Customer Files. 3. Select Rental on the menu heading. 4. Click on the File Name to open the file. 5. Customer File will open. Click on ...Email Settings (Gmail/Microsoft/SMTP)
Email settings are stored by your internal ISP(Internet service Provider) or Technical department, No one at Propworx will request/store any personal email credentials to ensure the safety and security of your Email server. Connect Outgoing SMTP ...How to Create a Building/Complex and Add a Property WAR
Step-by-Step Instructions This process has two parts: Part A – Create the Building/Complex record. Part B – Add a Property (unit) and link it to that Building/Complex. You only need Part A if the building or complex does not already exist in ...Rental Escalations WAR
Users have the capability to manually process rental escalations, both individually and in bulk. When escalations are processed, user can: Ensure to update rental commission under the Landlord expenses to reflect new commission (see Landlord ...Understanding the Age Analysis on a Tenant Statement
Understanding the Age Analysis on a Tenant Statement This article explains how the Age Analysis is calculated on a tenant statement. Important things to note Payments are allocated to the oldest outstanding charges first (FIFO). Whenever a tenant ...
Popular Articles
Creating a Rental File
When should a new file be created? A new customer file is necessary whenever there are changes to the parties involved in the agreement, including: • A new tenant moves into the property. • An existing relocates from one property you manage to ...Bulk Exporting Reports from PropWorx Desk
IMPORTANT NOTICE Each company will have different requirements for what reports they would like to download. The reports discussed here below are the most commonly downloaded reports, but there may be others that you may require. You are welcome to ...Manage Rental Landlords Profile
Watch Video - PropWorx © 1. Click Admin on the Main Menu. 2. Click on Customer Files. 3. Select Rental on the menu heading. 4. Click on the File Name to open the file. 5. Customer File will open. Click on Landlords on the file tab ribbon bar. 6. ...Banking: Import a Bank Statement
You have two options to import transactions into PropWorx: using the bank statement import or manually entering the transactions (see article: Banking: Load Manual Transactions). 1. Click on Accounting on the Main Menu. 2. Click on Banking 3. On the ...Trust/Business Transfer
The Trust-Business Transfer Report encompasses all files with debited fees/commissions and also those potentially having a trust deficit. It generates a report highlighting the trust funds eligible for transfer into the business account. 1. Click on ...