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”, follow these simple steps: Go to the “Finances” section and then click on “Add an Expense”. For each expense of type “Credit Note”, you can enter the following information: The type (Credit note, Tenant balance refund, Other expense, etc.), The date, The client, The amount, The VAT amount, In addition to this information, you can also enter: The tenancy contract, A credit note number, A description or text for the document, The associated documents, Activate the ‘Credit Note’ option to produce an accounting credit note. Once the expense is created, you will be able to Read more →

Create an Invoice

To create an “Invoice”, follow these simple steps: Go to the “Finances” section and then click on “Add Income”. For each income of the type “Invoice”, you can enter the following information: The property, The type, The date, The payer, The amount, The VAT amount, In addition to this information, you can also enter: The tenancy contract, The invoice number, The description or text for the document, The associated documents, Activate the ‘Invoice’ option to produce an accounting invoice. Once the income is created, you will be able to access the generated document via the actions located to the right Read more →

Bill an expense to your tenant

There are three solutions that allow for efficient management of expenses billed to the tenant and the production of receipts for recoverable amounts: recover with the tenant’s service charges reconciliation, include with a rent or bill separately. Recover a charge via the service charges reconciliation If you wish to recover an expense (which is part of the recoverable service charges) with the service charges reconciliation, proceed as follows: Create an expense of type “Recoverable Charge” in the “Finances” section. At the time of the service charges reconciliation, this expense will be requested from the tenant. Add as an additional charge Read more →