General Terms

• EinsteinAnswers (EA): Original PropertyBoss user manual
• Multifamily: Apartment complexes or properties owned by the management company
• Residential: Single-family homes managed by the company on behalf of owners
• Student Housing: Properties designated for student tenants
• Tenant / Member / Resident: Individual occupying a unit
• Owner: Person or entity that owns the property
• Vendor: Service provider (e.g., maintenance, utilities)
• Portal: Online interface for tenants, owners, or payments
• E-Payment Account: Account for electronic payments
• Vantage: Payment processor integrated with PropertyBoss
• Western Reporting: Credit and background check provider integrated with PropertyBoss
• EFT Not Sent: Indicates an electronic payment did not process
• Auto-Post: Posts multiple transactions in one step

• Web Activity: Data submitted via portal

• PropertyBoss Today: Dashboard with key daily tasks and data

Accounting

• Accrual Basis: Records income/expenses when earned or incurred

• Accounting File: Financial record set requiring separate reports

• Bills Paid by Tenants: Charges billed directly to and paid by tenants

• Chart of Accounts: List of categories for financial transactions

• Cash Basis: Records income/expenses when received or paid

• Deposit Types: Categories for different deposit purposes

• EFT: Electronic transfer of funds

• FRED: Date a tenant’s financial responsibility ends

• GMP / LTL / LTV: Metrics for rent potential and vacancy losses

• Go-Live Date: Start of real-time data entry in PropertyBoss

• Management Fees: Rental income retained by the property manager

• NACHA: Governing body for U.S. electronic payments

• PB Remote: Sends PropertyBoss data to QuickBooks

• Transaction Set: Group of mapped financial transactions

• Unapplied Reimbursements: Payments not yet applied to charges

• Unearned Revenue: Payments received before earned (cash basis)

PropertyBoss Features

• Applicant Screening: Run credit/background checks in PropertyBoss

• Audit Logger: Tracks who made changes in the system

• Box Scores: Monthly comparison dashboard of tasks and data

• CAM: Common Area Maintenance charges

• Checklist: Group of related work orders

• Contact Types: Required categories for lease contacts

• Default Navigator: Starting screen when PropertyBoss opens

• Detail Fields: Custom fields for entities or work orders

• Hosted: Database stored on PropertyBoss servers

• Language: Custom terminology cross-reference table

• Market Rent: Published/preferred rent amount

• Media: Digital files stored in notebooks

• Media Types: Categories for stored files

• Merlin Reports: Tool to build custom reports

• Move-Out Process: Steps to close a lease

• Move-Out Reasons: Predefined move-out selection

• Notebooks: Information collections for entities

• Notifications: Text messages sent from PropertyBoss

• PCI Compliance: Standards for secure credit card handling

• Propertylists: Subsets of properties for reports/navigators

• Property Types: Single-unit or multi-unit designation

• Prospects: Potential tenants or residents

• Recurring Charges: Scheduled charges like parking or cable

• Rent Roll: Register showing rent due/received

• Rent Schedule: Custom rent charge timeline (e.g., student housing)

• Rent Splits: Breakdown of total rent into components

• Security Settings: Defines user permissions

• Subsidized Rent: Rent supported by government assistance

• Test Mode: Database setting for testing only

• Transaction: A posted charge, credit, or note

• Transaction Types: Rules for handling transactions and QuickBooks

• Web Portal: Online account access for tenants, owners, or applicants

• Work Orders: Records maintenance/repair tasks