The “Loans / Mortgages” section is where you create and manage your loans — mortgage, home improvement loan and so on — together with their repayment schedules. You can create a loan from the “Finance” section or import a schedule from our template, delete a loan, filter the records by landlord, property or loan, and export them.
The “Finance” section is where you keep your accounts — income, expenses and money received. Rents and rent receipts are generated there for every tenancy agreement. You can create, edit, record, download, stop, regenerate, duplicate and delete payments, filter the records by landlord, property, date, type or keyword, and export the result.
When you record a payment in the “Finance” section, you can defer a tenant overpayment or shortfall to the current rent or to the next one. This article covers the three manual deferral options, how to switch automatic deferral on from the tenancy file, and how to trace a rent amount that a deferral has made wrong.
