Finance

Add an expense

To add an expense, follow these simple steps: Go to the “Finances” section and click on “New Transaction”, “Add Expense”. For each expense, you can enter the following information: The property, The type, The date, The payer, The amount. In addition to this information, you can also enter: The tenancy contract, The recurrence (one-time or a recurring expense), The VAT amount, The recoverable amount (for recoverable expenses), The description, The associated documents. Expenses are summarized into a few main types: Property management fees, Recoverable tenancy charges, Deductible charges, Credits, Tenant balance refunds, Security deposit refunds, Other expenses. Security Deposit Type Read more →

Add an income

To add income, follow these simple steps: Go to the “Finances” section and click on “New Transaction”, “Add Income”. For each income, 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, A description, The associated documents. Incomes are summarized into a few main types: Taxable income Security deposits Refunds and Credits (non-taxable) Other income (non-taxable) Rent type income In practice, you almost never need to manually add a rent type income, as they are automatically generated on the Read more →

Finances, revenues and expenses

In this section, you can manage your accounting, including revenues, expenses, and receipts. For each tenancy agreement, the rents and rent receipts are generated in the Finances section. In the “Finances” section, you can perform the following operations: Create a revenue or an expense, Edit a payment, Record a payment, Download a document (for certain types of entries such as invoices, credits, etc.), Send a reminder (for certain types of entries), Stop a payment (for recurring payments), Regenerate a payment (for recurring payments), Duplicate a payment, Delete a payment. You can filter records based on different criteria such as the Read more →