TABLE OF CONTENTS Owner Notebook Overview  Ownership Percentages & Rent Splits  Management Fees, Leasing Fees, Surcharges  Owner Statements  Owner...

TABLE OF CONTENTS Association Membership Structure  Closing & Transferring Memberships  Assessments & Proration  Association AP Workflow  Asso...

Leasing / Move-Ins / Move-Outs  A110 Lease Activity Report – Move‑ins and move‑outs for date range A140 Expiration List Report – Leases expiring soon A1...

TABLE OF CONTENTS Tenant / Contact Overview Adding, Editing, and Managing Contacts Tenant Emails & Communication Tools Email Management  Stateme...

TABLE OF CONTENTS Overview of Transactions  Property & Unit Transaction Types  Balance Adjustment  Charge to Owner  Charge to Profit & Loss  ...

TABLE OF CONTENTS Unit Overview & Purpose Creating, Editing, Renaming, Deleting, or Inactivating Units Unit Tab  A. Required Fields B. Address &am...

TABLE OF CONTENTS Work Order Overview  Work Orders at the Property Level  Work Orders at the Unit Level  Work Order Columns  Work Order Toolbar Functi...

How to Use This Guide Read front to back if you are new Jump to sections by problem (“Why don’t late fees post?” “Why is the owner mad?”) Pay attention ...