Finance

Regenerate rent payments

If you cannot find a rent or a security deposit in the “Finances” section, you have the option to recreate them. Before proceeding, please check the following in the tenancy agreement: Ensure that the tenancy is indeed active. Check that the tenancy has not come to an end (verify the end date and ensure that the “Renewal” box is ticked). Carefully examine the payment generation and receipt dates you have indicated. If everything appears in order, go to the “Tenancies” section and click on the “Regenerate payments” action. The system will then restore the missing payments, whether they are rents Read more →

Bank account synchronization and account import

This section allows you to synchronize and import a bank account. Automatic Account Synchronization This section of the software offers you the ability to automatically synchronize and import a bank account and transactions. Here is how to proceed: Go to the Finance section, Bank Import. Click on the “New Import” or “New Synchronization” button. Select the landlord and the synchronization period (30, 60, 90 days). You will be redirected to a new page where you can enter your banking credentials and connect to your account. Follow the instructions, select the accounts to synchronize and validate. You can manage the connected Read more →

Create a Credit note

To create a Credit note, go to Finances and Add an expense, fill in the form and Save. The expense type should be Tenant refund. You can enter the following information: The type (Tenant refund) The date The payee The amount The VAT rate You can also enter: The tenancy A credit note number (of your choice) A description or a text for the document Attach a document When you create the expense, in order to produce a Credit note document, you have to switch on the Credit note option. Once the expense is created, you can access the credit Read more →

Create an Invoice

To create an Invoice, go to Finances and Add a revenue, fill in the form and Save. You can enter the following information: The type The date The payee The amount The VAT rate You can also enter: The tenancy An invoice number (of your choice) A description or a text for the document Attach a document Once the revenue has been created, in order to produce an invoice document, you have to switch on the Invoice option. You can access the invoice by using the action buttons on the right. Edit Record a payment Invoice … Delete

Invoice an expense to your tenant

Recoverable expense You can create an expense of the type “recoverable” in Finances. When an expense item is marked as recoverable, it will be used to calculate the tenant’s balance, so when you run a reconciliation of expenses from Tenancies, this expense will be charged to the tenant. Add an additional payment to the receipt You can add the expense as an additional item on your invoice. To do this, you have to edit the invoice or receipt from the Finance section > Edit and add an expense item under Other payment. This amount will be added to the total Read more →