TABLE OF CONTENTS


Training FAQs


Does PropertyBoss offer one-on-one, in-person and/or virtual training classes?

PropertyBoss offers individualized training at a cost. Virtual trainings can be purchased by the hour and in-person training sessions can be purchased by the day (8 hours per day).  


To learn more about the cost associated with individualized training, please email your Account Manager, Garland Ferrell, at [email protected] 


We encourage all our clients to utilize the complimentary resources available in the Customer Resource Tools Portal especially when onboarding new staff and adding new modules to PropertyBoss. 


Connection/Login FAQs


Why do I receive a French error message when I click Connect?


The answer may be that you are double clicking the Connect button instead of single clicking it. Depending on how your computer is set up, it may recognize the double click as you trying to open the application several times. 

  1. Open Task Manager, find any instance of PropertyHost.exe and end it. You should then be able to log in. 
  2. Restart the computer. It will end all processes allowing you to start fresh. 


Does PropertyBoss work on Chromebooks? 

At the present time, PropertyBoss cannot be used on Chromebooks. Future changes to our platform will allow                         PropertyBoss to be accessed from any desktop, laptop, tablet, or mobile device. 


PropertyBoss Online can be used on any device: online.propertyboss.net


How do I get PropertyBoss out of Test Mode?

When you click on the link about Test Mode on PropertyBoss Today for more information, you should be taken to the link below that gives you exact instructions on how to change the status. http://www.propertyboss.net/helpconsole2012/PropertyBoss1003/page.aspx?pageid=LNK-DatabaseTestMode 


Click through the messages to change the status back to production. 


How do I add a user to PropertyBoss?

Adding a new user is a two-step process. 


Step 1:  Add the new user to PropertyHost. https://propertyhost.propertyboss.net/PropertyHost

  • This can be done by any user that is designated as an “admin” on PropertyHost. 


Step 2: Add new users to PropertyBoss

  • This can be done by any user that has permissions to “Maintain Security Settings” inside Property Boss. 
  • Log in to PropertyBoss and select Setup Preferences > Security Settings > Create Users & Assign Security/Permissions
  • Add each user using the username that was created when the user was added to PropertyHost. The user name is usually the first initial and last name (i.e. jsmith). 
  • Click each tab on the right and select the appropriate areas the user should have access  
  • VERY IMPORTANT: On the Standard tab, be sure to select “Allow Login to PropertyBoss Application.” If this is not checked, a user cannot log in, even with a username and password.


How do I add a new database (aka domain)? 

Please contact your Account Manager to add a new domain. We will create it and put it online so you have access to it.


How do I download PropertyBoss onto a new computer?

To use PropertyBoss on a new computer, log in to PropertyHost (https://propertyhost.propertyboss.net/PropertyHost/) like normal. Then, go to Downloads. 

Choose the Windows client. Once the program finishes downloading, open and install it.


Hit the Connect button to launch PropertyBoss! 


Why does PropertyBoss say too many people are logged in? 

A user might still be recognized as “active” on the server even if they are no longer using the program. To avoid a "hanging" connection, log completely out of PropertyBoss by using the Exit button in PropertyBoss. 


You can see who is “logged in” to the program by going to Setup Preferences> Security Settings> Find Out Who Is Logged On. If you know someone is not using Property Boss but they are showing on the list, you can log them off by hitting Disconnect User.


If you need to purchase an additional concurrent user, please reach out to your Account Manager. 


E-Payments


How do I delete an E-Payment? 

To delete a payment from New Web Activity,  double-click it and you will see a delete button on the bottom left of the screen that pops up.


If it is in EFT Not Sent status, the payment can be deleted from the register (it will read “not sent” or “send error.”) Double-click on the payment to open it. If the user has permission to delete transactions, the option is located in the Action button.


Why does this online payment say “error”? 

Follow these instructions to find out why you have an error on a payment.

  • Go to the Register of the resident with the payment error. 
  • Double click on the payment to open up the payment details. 
  • Click on the credit card icons - the America Express works the best!
  • Scroll down to the window that popped open. A friendly comment that explains the error should be listed. 


How do I reverse an E-Payment that has already been processed on an account?

Follow these steps to reverse an EFT payment:

  1. Double click on the payment you want to return (from the prospect or residents Register). This will open the payment screen. 
  2. Click on Actions at the bottom of the page
  3. Choose Reverse Electronic transaction 
  4. Choose Credits the Tenant’s Checking Account with the Reversed Amount (you want the payment to be sent back to the prospect/resident) 

 

We highly recommend that you wait 5 business days from the original payment or confirm that you have received the payment in your bank before reversing it. If you reverse a payment and it ends up being an NSF, you will have sent a refund to the resident when you never received the payment.

 

If the payment is in “sending” or “error” status, this article provides step-by-step instructions. 


Is there a way I can cancel automatic payments for a resident? 

You can delete a reoccuring payment by following these steps:

  • Go to the resident’s Lease Notebook. 
  • Click on the Tenants/Contacts tab on the right side of the screen
  • Find the resident’s name and click the “Setup EFT” button
  • Find the “Schedule Information” section and unclick the box. This will end scheduled payments.
  • Click OK to save the changes you made.



*This document is always being updated. Check back often to see if your question is covered here. 


**Submit your question(s) to [email protected]. We'll add them to the list or create a separate article explaining your topic.