PropertyBoss

PB Basics 6

• Einstein Answers - Link to Full Document
• Language Settings / Language Translation
• HelpDesk Ticket - Label Definitions
• Transaction Definitions - Owners Turned On
• Language Translation

View all 6

Frequently Asked Questions (FAQs) 9

• 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 9

Instructional Videos/Full Training Course 24

• 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 24

New Employee Training 2

• New Employee Training
• One-on-One Training

Software Updates (Release Notes) 12

• November 2024 Updates
• October 2024 Updates
• September 2024 Updates
• August 2024 Updates
• July 2024 Updates

View all 12

PB Insider - Newsletter 3

• Issue 3 - November 2024
• Issue 1 - September 2024
• Issue 2 - October 2024

Forms 4

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

QuickBooks 4

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

General Ledger 1

• Calculating the Broker Balance

Installation/Log In 2

• PropertyHost: Install and Log In
• PropertyHost: Adding Users

Background Screening 9

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

View all 9

Media 3

• Uploading Media
• Uploading Media
• Downloading Media from PropertyBoss (PDFs)

EFT Payments 5

• Common Credit Card Payment Failure Codes
• Common ACH Payment Failure Codes
• EFT Payment Errors - Troubleshooting
• The Chargeback Process
• Identifying Scheduled Payments

Paying Owners 1

• Paying Owners - Direct Deposit (NACHA)

PBS - PB Online 3

• PB Online User Guide - Step 2
• PB Online Troubleshooting Guide - Step 3
• PB Online Set Up Guide - Step 1

Setting Default Printer 1

• Printing from PropertyBoss

Troubleshooting Printing 1

• Printing from PropertyBoss

1099 Forms 3

• Tax Year 2023 - 1099 Resource Guide
• 1099 - How To Video
• 1099 FAQs

Merlins 2

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

User Manual 2

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

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

Direct Payment Portal 0

Owner Portal 0

MaintTech Portal 4

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

Site Admin Portal 2

• Site Admin Portal 101
• Site Admin Portal Guide

Listing/Search Homes Portal 0

Release Notes 9

• September 2024 Release Notes
• 2024 Portal Updates
• June 2024 Release Notes
• May 2024 Release Notes
• April 2024 Release Notes

View all 9

Texting 1

• User Manual

Instruction Guides 2

• Changing Portal Service Fee Message
• Saving PDF Media from PropertyBoss