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Tips & Tricks

NARPM Broker/Owner Conference & Expo

We’re counting the days until the NARPM Broker/Owner Conference & Expo February 25-27, 2019 in Las Vegas, Nevada. In addition to sessions, workshops, and exhibits, we’re also looking forward to meeting YOU! Building relationships is a vital part of what we do. We are anxious for the opportunity to connect with the best and brightest…
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RUBS is a Beautiful Thing

RUBS stands for Ration Utility Billing. It requires a support request from AppFolio customer service and requires users to have the correct permissions enabled to allow access. This is the same thing with something like the Financial Diagnostic Report (FDR). Without the correct permissions, you don’t even know that it is there. I’ve looked into…
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New w/ Appfolio 3/13/19

This is a game changer!! AppFolio news on 3/13/19: Exclude Other Receipt From Pay Management Fees Calculation We’ve heard that it is common to pay the management company an additional fee (late fee, app fee, etc), then later waive the fee or refund that money to the tenant. This requires a refund of the property…
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Leave No Link Un-Clicked!

There are features or tasks within the AppFolio database that some Appfolio Users are not yet familiar with. That is why it is important to leave no link un-clicked. Be adventurous and get to know the database. The Vendor ACH Setup is just one example of why it is a great idea to familiarize yourself…
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Cash Vs. Accrual

What is Cash Accounting versus Accrual Accounting? Accrual basis accounting is when revenue and expenses are recorded at the time they are “earned”, regardless of when the money was actually received or paid. Cash basis accounting is when revenue and expenses are recognized at the time they are received or paid. These accounting practices are…
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1099 Balance Forward Feature in AppFolio

OMG, my geeky meter soared sky high today. I always say that I have a “Forest through the trees” syndrome in AF. There are still some cool features that stare me right in the face but I’m oblivious to them. Today it was the 1099 Balance Forward feature. When new property management companies onboard with…
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Adjusted Cash Balance Issues

Adjusted cash balance issues happen when the property balance(s) do not agree with transactions posted to the cash bank account. The database runs a check that involves the following process: Property balances (only from properties linked to the current bank account) Less unreconciled deposits Less unreconciled receipts deposited after the reconciliation period Plus unreconciled checks…
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Uncleared Items in Your AppFolio Database

We’re getting towards the end of the year folks. Here’s a reminder… have you checked your uncleared items lately?   Uncleared deposits might mean you have overstated your income. An example might be with an actual deposit of a receipt AND than there is also a JE placeholder that represents that deposit or receipt created…
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It’s That Time of Year Again: W9 Best Practices, Part I

This is a Bookkeeper’s guide to tips and tricks for W9 Best Practices so that YOU can be ready for 1099 filing in a timely manner at the end of the year. 1099 MISC filing is completed each year, at the end of January and the deadline is typically the 31st of January. It’s important…
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