SERIES: All Things Administration & Setup
This series covers the key setup and administrative tasks in PropertyBoss, including system configuration, user management, account settings, and other tools that help keep your organization running smoothly.
1. Charge Money (Increase Tenant Balance) Use these when you are adding charges to a tenant ledger. Scenario Transaction Type Monthly rent or su...
Mon, 20 Jul, 2026 at 10:39 AM
TABLE OF CONTENTS Introduction Reporting Architecture in PropertyBoss Standard Reports Merlin Report Wizard Opening and Using the Merlin Report Wiz...
Mon, 20 Jul, 2026 at 10:41 AM
1. Setup Preferences Overview Setup Preferences are divided into three main sections, each controlling a different layer of system behavior, configuration,...
Mon, 20 Jul, 2026 at 11:45 AM
PropertyBoss provides a comprehensive and highly configurable security framework that allows administrators to control: What users can view What users ca...
Tue, 21 Jul, 2026 at 12:20 PM
This checklist is designed for both the Implementation Director and the Client to track progress throughout implementation. Items can be checked off jointly...
Mon, 20 Jul, 2026 at 1:10 PM
TABLE OF CONTENTS Accounting Navigator Overview General Ledger (GL) System GL Components Budgets (Full Workflow) Step‑by‑Step Instructions GL Peri...
Tue, 21 Jul, 2026 at 4:11 PM
This article explains the roles, forms, and documentation required for PropertyBoss E‑Payment accounts through Vantage Payment Services. It is intended to h...
Tue, 21 Jul, 2026 at 4:58 PM
This guide provides complete, step‑by‑step instructions for managing inspections in PropertyBoss. TABLE OF CONTENTS Inspections Architecture Overview ...
Mon, 20 Jul, 2026 at 3:23 PM
TABLE OF CONTENTS 1. Introduction to Implementation 2. Overview of Implementation Methods Standard Data Entry Excel Import 3. Implementation Roadm...
Tue, 21 Jul, 2026 at 4:23 PM
This guide consolidates setup, administrative, configuration, and operational workflow. It is designed as a quick step‑by‑step walkthrough for: Initial Ad...
Tue, 21 Jul, 2026 at 4:31 PM