Manage Single Statement
Backdating Tenant Expenses - Single File
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 Tenant Charges on the file tab ribbon bar. 6. Tenant Charges tab ...
Manage & Generate Rental Tenant Pro Forma Invoices
This is to generate a pro forma invoice document from a once off fee loaded to the expenses related to agency or company services, such as sales commission fee. Pro Forma invoicing can be used to send an invoice without having to debit a fee. This ...
Manage Tenant Debit Orders
You have the option to initiate Debit Orders through your own bank or by using the Netcash integration. With both methods, you will be responsible for inputting and managing the debit orders directly through your bank or the Netcash platform. To ...
Export & Distribute Single Tenant Statement
User can choose between two methods for processing Tenant Statement Distribution: Single File Distribution: This allows you to export or distribute individual tenant statements with a custom date range. It's primarily used for the first month tenant ...
Add transactions from landlord statement to the tenant statement (show in tenant statement)
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 Landlord Expenses on the file tab ribbon bar. 6. Landlord Expenses tab ...
Process Tenant Expenses to an Individual Tenant Statement
Tenant charges can be processed either automatically or manually. For manual processing, there are two options available: Process statement charges on a single file Process statement charges on a multiple files using Bulk Statement Processing (see ...
Correcting Tenant statement entries
If there are any inaccuracies in the entries on tenant statements, you have the option to rectify them. These corrections made to tenant statements will not influence landlord statements or general ledgers. In cases where the issue pertains to ...
Loading & Managing Tenant Expenses (charges, payments, fees, deposits, provisions, general debit, credit note)
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 Tenant Charges on the file tab ribbon bar. 6. Tenant Charges tab ...