August 2026 15

• Monthly Billing Process - Subscription and E-Payment Invoicing
• PBS: August 2026 Release Notes
• Marketing Fee Schedules
• ePremium Renters Insurance - Overview
• Printing Overview

View all 15

E-Payment Account Resources 5

• Understanding Vantage Payment Services
• Existing Account Holder: Adding a New E‑Payment Account
• New E‑Payment Account Setup
• How To: Bank Change Request
• How To: Account Change Request

PropertyWHAT? 1

• Understanding the “PropertyBoss” Family

New User Information 2

• How to: Login to PropertyBoss
• How to: Create an Account for New Users (Admins)

Support Center 4

• Administrative Requests vs Software Support
• Why PropertyBoss May Ask Specific Questions During Troubleshooting
• How to Reduce Back and Forth During Troubleshooting
• HelpDesk Ticket - Label Definitions

SERIES: All Things Administration & Setup 11

• Transaction Categories
• Reporting & Merlin Guide
• System & Global Setup Guide
• Security & Permissions Guide
• Implementation & Onboarding Checklist

View all 11

SERIES: The Property Manager Role 18

• Assets Module
• Accounts Payable (AP) / Accounting
• Properties
• Advanced Accounting
• Applying Payments in PropertyBoss

View all 18

2026 Webinar Schedules 7

• PBS: January 2026 Webinar Schedule
• PBS: February 2026 Webinar Schedule
• PBS: March 2026 Webinar Schedule
• PBS: APRIL 2026 Webinar Schedule
• PBS: May 2026 Webinar Schedule

View all 7

PB Insider - Newsletter 18

• Issue 1 - September 2024
• Issue 2 - October 2024
• Issue 3 - November 2024
• Issue 4 - December 2024
• January 2025 - Issue 5

View all 18

PB Basics 14

• Language Settings / Language Translation
• Using PropertyBoss on a Mac
• Transaction Definitions
• Language Translation
• Finding Account Information - "About" Window

View all 14

Forms 5

• Bank Change Form
• Customer Account Change Form
• NACHA Setup Form - USA
• NACHA Setup Form - Canada
• Texting - Setup Form

New Employee Training 2

• New Employee Training
• One-on-One Training

Frequently Asked Questions (FAQs) 8

• Adjusting Font/Screen Size
• Changing the Portal Service Fee Message
• I Can't Type in PropertyBoss!
• Adding Lease Dates to Work Orders
• Updating Late Fee Message on Portal

View all 8

Instructional Videos/Full Training Course 23

• PB 001: The PropertyBoss Structure
• PB 002: Detail Fields
• PB 101: Transactions in PropertyBoss
• PB 102: Collecting Payments & Making Deposits
• PB 103: Prospects & New Tenants

View all 23

Canceling Services 3

• How to Cancel Your PropertyBoss Subscription
• How to Cancel Your Historical Access Subscription
• How to Cancel Add-On Services

Preview User Program 2

• COPY: PropertyBoss Beta and Early Access Software License Agreement
• Preview User Program Information

Import Templates 4

• Third-Party Management
• Home Owner Associations (HOA)
• Self-Management
• Vendors

Software Updates (Release Notes) 7

• PBS: JANUARY 2026 Release Notes
• PBS: February 2026 Release Notes
• PBS: March 2026 Release Notes
• PBS: April 2026 Release Notes
• PBS: May 2026 Release Notes

View all 7

Standalone/On-Premise Software 1

• PropertyBoss Standalone Access - Retirement Information

Release Notes - Archives 26

• January 2024 Updates
• March 2024 Updates
• April 2024 Updates - Mini Update on 4/24/24
• May 2024 Updates
• 2024 Portal Updates

View all 26

Overview 4

• PB Online Overview Video
• Infographic - What is PB Online?
• 2024 Launch: PB Online Overview
• Big Picture - What is PropertyBoss Online?

Access and Login Information 6

• Step 1 - Set Up Guide - PB Online
• Step 2 - User Guide - PB Online
• Troubleshooting Guide - PB Online
• PB Online Video: How to Login to PropertyBoss
• PropertyBoss RDP Installer - Version 2.0.4

View all 6

FAQs & Troubleshooting Resources 5

• Install Troubleshooting: Antivirus Software & Errors
• Install: Error Related to Application Manifest
• PB Online: Set Default Screen to Open PropertyBoss
• PB Online: Understanding PropertyBoss Display and Monitor Scaling
• PB Online - General Access FAQs

QuickBooks 4

• Unearned Revenue & QuickBooks
• Reconciling QuickBooks with PropertyBoss
• Balancing Tools: QuickBooks
• Balancing Tools: Cash Balancing in QBs

General Ledger 7

• Overview: General Ledger and Accounting Feature
• Overview: Built-in GL Reports
• Calculating the Broker Balance
• Checking Account Reconciliation
• Discrepancies in Undeposited Funds

View all 7

Applicant Screening/Background Checks 2

• Screening Providers (Vendors)
• Western Reporting Product Comparison

SMS Texting 2

• Full User Manual
• Flyers/Emails to Encourage Tenant Texting Opt In

Email 2

• Sending Owner Statements to Owners
• Emailing Lease Statements to Tenants

Work Orders 1

• Work Order Cycle

SERIES: Maintenance Training 7

• Property/Unit Inspections
• Work Orders
• MaintTech Portal User Guide
• MaintTech Portal Setup
• Maintenance Staff - Customizable Quick Start Guides

View all 7

Background Screening 9

• Missing Data Message
• Monthly Income - Required Field
• RIQ - Access to Historical Screening Reports
• RIQ - ID Verification Training
• RIQ - Sample Adverse Action Letter (AAL)

View all 9

SERIES: Leasing Agents Training 13

• Leasing Agent - Best Practices
• Creating a Lease Using the Prospect Navigator
• How to Enter a New Prospect Activity
• Leasing Agents Webinar Recording
• Handling Security Deposits in PropertyBoss

View all 13

Media 3

• Downloading Media from PropertyBoss (PDFs)
• Media Storage and Management
• Compressing Files Larger Than 20MB for Upload

General Resources 5

• Payment Research and Reconciliation
• Reconciliation: Common Reasons Deposits Differ From Expected Amounts
• Reports Commonly Used for Payment Research
• Payment Troubleshooting Checklist
• How to Reject a Tenant Payment During Eviction

EFT Payments 6

• EFT Payment Errors - Troubleshooting
• Identifying Scheduled Payments
• Online Payment Process Cycle
• Exceeds Monthly Transaction Limit
• Quick Guide: Processing Online Payments

View all 6

Paying Owners 1

• Paying Owners - Direct Deposit (NACHA)

Chargebacks 2

• The Chargeback Process
• Chargeback Response Guide

Error Codes & Definitions 3

• Common Credit Card Payment Failure Codes
• Common ACH Payment Failure Codes
• Chargeback Reasons - Downloadable Cheat Sheets

Merlins (Custom Reports) 2

• What are Merlin Reports?
• Creating Merlin Reports: Overview

1099 Forms 7

• 1099 - PropertyBoss How To Video
• 1099 PropertyBoss FAQs
• PropertyBoss 1099 Resource Guide
• IRS Guidelines: 1099-MISC and 1099-NEC
• Tax Guidance and Support

View all 7

Built-In Reports 1

• Setting Up or Editing Report Header Information

General Resources 1

• Reversing Entries Appearing on Owner Statements (O280)

Resident/Tenant/Member Portal 6

• Tenant/Resident/Member Portal Access
• Tenant/Resident/Member Portal Login
• Login Errors: Tenant/Resident/Member Portal
• Troubleshooting Guide
• Changing Service Fee Message on Portals

View all 6

Owner Portal 1

• Login Errors: Owner Portal

MaintTech Portal 4

• MaintTech Portal Setup & Training Materials
• Setup Guide
• User Guide
• Troubleshooting Guide

Listings Portal 1

• Listings Portal Flow Chart