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Useful Links

Financial Report

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View Financial Reports:
1. Click Report → Financial Report from the Menu.

2. The Monthly tab, Yearly tab and Custom tab shows the Financial Report with its details in that respective manner.

3. Click on View details for each Property Name to get the detailed report.

Filter the Financial Reports:
1. Click Report → Financial Report from the Menu.

2. To search your desired Property Report just select Property name in search bar. The filtered results with Financial reports will automatically be displayed.

Export the Reports:
1. Click Report → Financial Report from the Menu.

2. Financial reports can be exported(downloaded) for all of the Properties or individual properties. You can also filter the results by searching for a property and then export it.

3. The report can be downloaded in XLS, XLSX (spreadsheet) or PDF(read only) formats.

Add Recurring Task

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1. Go to Tasks→Recurring Tasks.

2. Click ‘Add new’.

3. Fill the required details and enter Recur Start Date*, recur frequency in days in ‘Recur Every’ and ‘Recur Period’. Click ‘Save’.

* Start date must be tomorrow or a later date.

View Recurring Task

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1. Go to Tasks → Recurring Tasks.

2. You can see the Table with Recurring task list along with its details such as Task & Property Name, Tenant Name, Interval, Recurring Start Date, Previous Date and Next Date of occuring.

Filter/Search Recurring Task

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1. Go to Tasks → Recurring Tasks.

2. Filter Recurring Task from left sidebar by selecting Property and Tenant name. Click ‘Search’ and all the records with the criteria you set will be displayed.

Edit/Delete Recurring Task

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Edit Recurring Tasks:
1. Click ‘Tasks’ from the Menu.

2. Choose the Recurring Task you want to edit, click on ‘Edit’ button.

3. Modify the data you want to. Click ‘Save’ button.

Delete Recurring Tasks: 1. From the ‘Recurring Tasks’ page, click on ‘Delete’ button for the Recurring Task you want to remove from Task List table.

Add Tasks

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1. Click ‘Tasks’ from the Menu.

2. Click Add New.

3. Fill the details of the Task.

4. You can also set ‘Task Alert’. Set the ‘Alert me’ button to Yes and enter how many days prior you want this task reminder in ‘Alert me before’.

*What’s new: 5. If the task is to be completed by a third party Vendor, You can enter the ‘Vendor name’ with Task details also.

6. If this task is a type of Transaction too then by checking the ‘Add as Transaction’ button, you’ll be able to add the transaction details from the same Task window.

View Tasks

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1. Click ‘Tasks’ from the Menu.

2. A table with Task list will be shown along with Property Name (Unit Name), Tenant Name Task Title and Date. The Tasks are grouped into 2 categories: Pending and Completed.

3. You can also sort them in ascending or descending order by clicking on the arrow besides each Task column name.

Filter/Search Tasks

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1. Click ‘Tasks’ from the Menu.

2. To search your desired Task just type Task Title and select Property Name, Tenant Name and/or Start and end Date from the Left sidebar.

3. Click ‘Search’ to get the filtered results for Task list.

Export Tasks

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1. Click ‘Tasks’ from the Menu.

2. To export your all Tasks with its details, click ‘Export’ button. You can also Export particular Tasks by filtering them.

Edit/Delete Tasks

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Edit Tasks:

1. Click ‘Tasks’ from the Menu.

2. Choose the Task you want to edit, click on ‘Edit’ button.

3. Modify the data you want to. Click ‘Save’ button.

Delete Tasks: 1. From the ‘Tasks’ page, click on ‘Delete’ button to remove a task.