SERIES: The Property Manager Role
This series is designed for Property Managers and covers the tools, tasks, and workflows commonly used to manage properties, residents, owners, leases, and day to day operations within PropertyBoss.
TABLE OF CONTENTS Asset Overview Asset Assignment and Movement Asset History Asset Filtering and Display Tools Vertical Divider Tool Asset Workflow...
Fri, 26 Jun, 2026 at 3:11 PM
TABLE OF CONTENTS AP Overview Vendor Requirements Creating a Bill to Pay AP Line Items Credit Memos Surcharges Charging Tenants for Repair AP Histo...
Fri, 26 Jun, 2026 at 3:12 PM
TABLE OF CONTENTS Property overview and purpose Creating, editing, renaming and inactivating properties Create a property Edit a property Rename a pro...
Fri, 26 Jun, 2026 at 3:22 PM
TABLE OF CONTENTS Rent Splits Profit & Loss Journal Entries & Accounting Basis Owner Distributions Deposit Accounting Owner vs. Property...
Fri, 26 Jun, 2026 at 3:24 PM
TABLE OF CONTENTS Default Payment Types in PropertyBoss Subsidy Payments What Is a Subsidy? Subsidy Due Charges Important Rules Security Payments ...
Fri, 26 Jun, 2026 at 3:26 PM
TABLE OF CONTENTS Overview of Communications Email Communications Statement Delivery Web Portal Communications Letters & Printed Communication...
Fri, 26 Jun, 2026 at 3:40 PM
TABLE OF CONTENTS Translating Fields, Tabs, Buttons & Windows Replacement Parameters Custom Detail Fields Maintaining Consistent Field Definitio...
Fri, 26 Jun, 2026 at 3:41 PM
TABLE OF CONTENTS Overview of E‑Payments / EFT Supported EFT Frequencies Tenant EFT Setup Owner EFT Setup Portal‑Based Recurring Payments AutoPos...
Fri, 26 Jun, 2026 at 3:48 PM
TABLE OF CONTENTS Overview & Purpose Where Late Fees Are Controlled 1. Property Level (Optional) 2. Unit & Lease Level Transaction‑Level R...
Fri, 26 Jun, 2026 at 4:15 PM
Lease Overview & Structure The Lease Notebook is created from either the Prospects Navigator or the Units & Leases Navigator and is pre‑popu...
Fri, 26 Jun, 2026 at 4:19 PM