Finding your way around
The menu at the top takes you to five places. Most of the work happens on a property’s own page, so that is where this guide spends most of its time.
Home
Your portfolio on one screen: the rent all occupied properties bring in each month, how many are let, the reminders going out in the next 30 days, and the rent that is past its deadline and still owed. Click View all on a card to open the full list.
Properties
Every property with its status, its current rent and its tenant. Search by name, filter by country or occupancy, and use the ··· button on a row for its leases, an edit, or a transaction report.
A property’s page
Click a property to open it. The tabs under its name hold everything about it: Overview (status, monthly income, expenses and profit, upcoming reminders, rent collected month by month), Charges, Transactions, Lease, Reminders, Utilities and Documents.
Charges
Everything your tenants have been asked for, across all properties, split into what needs action, what is awaiting payment, and history. The charges guide explains it in full.
Reminders
Your reminder templates, and every message they have sent or are about to send. See the reminders guide.
Settings
User settings hold your name, email address and password. Account settings hold what everyone on the account shares: the subscription, the default currency, tags, document tags and the users. The flag and moon buttons next to Log Out change the language and switch between light and dark.