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Author: Theresa Conway

Lauren is Original!

Lauren Crosby was a big part of the beginning of the APM Help Team. First there was Taylor to come up with the idea of a “team” and then there was Lauren. How Did She Become Involved with AppFolio? Lauren began her initial experience with AppFolio at the Dallas office of AppFolio in the customer…
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Security Clearing Account

What is the Security Clearing GL Account? Every AppFolio database includes a list of key GL accounts (the Chart of Accounts) prior to going live with AppFolio that includes a Security Clearing GL account. This account is not necessarily an income, expense, asset, liability or capital type GL account. Security Clearing is a pass-thru GL…
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Sometimes it’s all about Taylor

Sometimes it’s all about Taylor because Taylor Hou has a huge following amongst the property management community, one of which includes Erika Lamb with Welcome Home Real Estate & Property Management. Welcome Home manages higher end single family homes and you can find out more about them at www.welcomehm.com. There you can learn more about…
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Triple Tied Out: Three Times A Charm

The AppFolio Accounting system has a three-way reconciliation process that APM Help commonly refers to as Triple Tied Out. A three-way reconciliation is the comparison of the ending balance of your bank account, the cleared items within the current month, and the cumulative running “adjusted” balance for all of your ledgers to date. That was…
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ACT Property Mgmt – Kelly Vance

Kelly Vance is the Property Manager of ACT Property Management in Texas. When asked about what she sees as key elements and property management trends of the Property Management industry she answers that it is,” the communication between all parties (owners, managers, accounting, and tenants) with the addition of successful social media. Her interest in…
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Brett Weldon is the Broker/Owner of The Springs Team Real Estate Company.

Let me introduce you to Brett of The Springs Team Real Estate Company. Springs Team began a business in 2012 at which time Brett quit his corporate job with Lexis Nexis and moved from Florida to Colorado to open his brokerage. They manage single family homes for individual owners and conduct sales on the real…
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Uncleared Items on the Reconciliation Screen

Let’s talk about “Uncleared’ transactions in a reconciliation. This does not have to be a lengthy discussion. It’s just important to know that any uncleared deposits show the availability of funds that are potentially not there and could cause overpayments; thus overdrawing the bank account. Uncleared checks are important to monitor as well, but this…
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“Repeat” Feature Shortcut Hint

Are you using the “Repeat” feature in AppFolio? This is a shortcut that can help you streamline postings. This shortcut can be found in a couple of places. One place where it can be found is on the New Bill screen. It can also be found on the Journal Entry Details screen, And on the…
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Spotlight on Propertyware and It’s New Expert Nicole

Find out how YOU can master Propertyware! Meet our new expert on the team for Propertyware, Nicole McWhirter. Nicole’s Experience APM Help now serves the Property Management Community by providing Daily Bank Reconciliations, Consulting and Full-Service Bookkeeping for Propertyware. But we first need to introduce you to the newest expert on the APM Help team,…
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Amy with Lake Gaston Rentals

Another story of success Amy was launched into the Property Management world when she joined the team at Lake Gaston Rentals a couple of months ago, around the beginning of April 2019. Amy had Real Estate experience as a paralegal for an attorney but overall this was a whole new industry experience. AppFollio was new…
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