Reports
| Report | Answers |
|---|---|
| Properties | What you manage, and how much of it is occupied |
| Tenants | Who is renting what, and what they owe |
| Owner payments | What each owner is due and what has been paid |
| Expenses | What is being spent, by property |
| Commissions | What agents have earned and what is outstanding |
The accounting section carries the standard statements - trial balance, profit and loss, balance sheet, cash flow and the ledger - for when you need the financial position rather than the operational one.
Troubleshooting
"An owner's payout looks too low." Check the expenses recorded against that property for the period. Expenses reduce the payout, which is correct, and the statement will show them. If the expenses are right, check the ownership shares on the property.
"Rent is still showing as due after the tenant paid." The receipt was probably recorded without being matched to the lease. Find the payment and attach it.
"A unit shows occupied but the tenant left." The lease was never terminated. Terminate it with the correct end date; the unit frees up and rent stops falling due.
"Occupancy looks wrong." Occupancy is calculated from unit status and active leases. A unit left marked occupied, or a lease past its end date that was never terminated, will both overstate it.
"A lease will not save." The start date must be before the end date, and rent and deposit cannot be negative. The form refuses a tenancy that could not be true rather than storing it.
"Rent is not being raised for a property." There is no active lease on the unit, or the lease has passed its end date. Rent is driven by leases, not by the unit.
"I cannot find a payout for a unit." The unit has no owner, and the property has no ownership either, so there is nobody to pay. Record ownership at property level if the whole building belongs to one owner.
Getting help
Note the property, unit and lease reference and what you expected to see. Most questions about a figure are answered by looking at what is recorded against the lease it came from.