Here you can find helpful tips and tricks for AppFolio, Buildium, and Propertyware as well as general Property Management Industry tips. Please reach out to us if you are unable to find the answer to your question - we are always looking to expand our knowledge base!
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You will simply need to make sure that any unpaid charges are reversed and then click the task on the right hand side on the tenant summary page "Hide Tenant"If the tenant has paid anything on the ledger
If you are an Owner Operator, or do not mind if the past balances change, then you can reapply the receipts paying the past HAP charges to Prepaid Rent by going to the receipt > Reapply Receipt > Check "Make Prepayment".
Send a Tenant Statement to all tenants who received a Rent Increase letter under Communication > Letters > Send Statements. This includes all current and future charges to the tenant.
On the tenant ledger, you will enter a charge to the Clearing Account for the SD and then a credit from Owner Held Deposit
If you need to record the emails on the tenant and owner pages then they would need to be manually added by taking a screenshot of the email and adding the file under "Attachments".
Does your bookkeeper have Bookkeeper/Accounting Experience? Does your bookkeeper have Trust Compliance experience? Does your bookkeeper have Property Management Software Experience?
NACHA files are set up on the bank page themselves. Note that if the banks are enabled for online payables they will not be able to generate NACHA files. To then generate they can find this in pay bills flow. (see images in AF Consulting chat)
Your late fee settings need to be adjusted. You have two options:
You can customize online payments for specific tenants AND properties in AppFolio! Continue reading to learn how.
You can take advantage of the new "End Management" task which will display a summary of all of the tenant prepayments, security deposits, and unpaid bills/work orders to close out.
Management Fees > Edit > Add Additional Fee. If you don't have an Admin Fee income account then you can add one under Accounting > GL Accounts > New GL account
Is there a way to add a widget to the dashboard?
Is there a report that I can run that will show me what new properties were set up to rent in the previous month or a specific month?
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The end of the eviction moratorium may still not mean everything for property managers is completely back to the status quo
How can I pick and choose which units to notify of a work order? Example: I would like to change the heater air filters for upstairs units only.
