PB INSIDER
JUNE 2025
Your Voice Matters
We’d love to hear your thoughts on what features, tools, or content would be most helpful to you. Please take a few minutes to complete our short survey. It should only take 2–3 minutes, and your feedback will directly influence how we build and improve the portal.
https://forms.office.com/r/1HTPKpZbxe
Whether it’s more self-service tools, how-to guides, quick access to support, or something entirely new, this is your opportunity to shape the portal around what works best for you. Thank you in advance for your input — we truly value your partnership.
6/23/2025 Update: Survey now closed.
Upcoming Change to eSign Documents
PropertyBoss will soon implement a new feature that automatically cancels eSign documents after 30 days if they remain unsigned.
Currently, eSign documents remain indefinitely active, allowing recipients to sign at any time. This change brings more control and reduces ambiguity around document status.
Please note: Regardless of when a document is signed, you are never required to countersign it.
Once a document is automatically canceled:
The "Email Reminder" icon will be disabled (grayed out).
The "Cancel this Document" icon will be disabled (grayed out).
The Letter Status will display as "Cancelled."
This update ensures better visibility and helps keep your document workflows current and accurate.
Currently, you can individually or mass cancel documents out for signature. These options will remain active in PropertyBoss. The auto-cancellation feature will be in addition to having manual control over documents.
What do you know about Bs?
The B3 reports in PropertyBoss provide comprehensive visibility and tracking of deposit-related financial activity.
These reports are great tools to manage the lifecycle of deposits - from collection and allocation to tracking and documentation - ensuring accountability, clarity, and financial control for your operations.
B3-Series Reports Reference Chart
Report | Report Name | Purpose | Key Data Included |
B310 | Deposit Summary Report | Overview of deposit history within a date range. | Deposit date, number, type (Security/Other), description. |
B320 | Deposit Summary by Charges Paid | Totals of charges paid through closed deposits. | Transaction name, property, amount at close, amount as of report date. |
B330 | Transactions for a Deposit | Detailed list of all transactions in a selected deposit. | Transaction date, reference #, name, account, payee, amount, comments. |
B340 | Charges Paid by Charge Name | Charge transactions grouped or summarized by transaction name. | Charge/post dates, amount paid, payment details, account, payee. |
B350 | Charges Paid by Payment | Lists charge transactions paid by each payment within the deposit. | Payment/charge dates, transaction names, amounts, applied date, account. |
B360 | Deposit Slip | Printable deposit slip; can be used with QuickBooks preprinted slips. | Check number, payment method, received from, memo, amount. |
June Webinars
Here is the lineup of events for June: June 2025 Webinar Schedule