TABLE OF CONTENTS Asset Overview Asset Assignment and Movement Asset History Asset Filtering and Display Tools Vertical Divider Tool Asset Workflow...

TABLE OF CONTENTS AP Overview Vendor Requirements Creating a Bill to Pay AP Line Items Credit Memos Surcharges Charging Tenants for Repair AP Histo...

TABLE OF CONTENTS Property overview and purpose Creating, editing, renaming and inactivating properties Create a property Edit a property Rename a pro...

TABLE OF CONTENTS Rent Splits  Profit & Loss  Journal Entries & Accounting Basis  Owner Distributions  Deposit Accounting  Owner vs. Property...

TABLE OF CONTENTS Default Payment Types in PropertyBoss Subsidy Payments What Is a Subsidy? Subsidy Due Charges Important Rules Security Payments ...

TABLE OF CONTENTS Overview of Communications  Email Communications  Statement Delivery  Web Portal Communications  Letters & Printed Communication...

TABLE OF CONTENTS Translating Fields, Tabs, Buttons & Windows  Replacement Parameters  Custom Detail Fields  Maintaining Consistent Field Definitio...

TABLE OF CONTENTS Overview of E‑Payments / EFT Supported EFT Frequencies  Tenant EFT Setup  Owner EFT Setup  Portal‑Based Recurring Payments  AutoPos...

TABLE OF CONTENTS Overview & Purpose  Where Late Fees Are Controlled  1. Property Level (Optional) 2. Unit & Lease Level Transaction‑Level R...

Lease Overview & Structure The Lease Notebook is created from either the Prospects Navigator or the Units & Leases Navigator and is pre‑popu...