Property Manager Questions and Answers

Welcome to APM Help’s Blog

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!

How to close out a lease only property in AppFolioHow to close out a lease only property in AppFolio

On the tenant ledger, you will enter a charge to the Clearing Account for the SD and then a credit from Owner Held Deposit

Can emails post to multiple portals / user accounts in AppFolio?Can emails post to multiple portals / user accounts in AppFolio?

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".

How do I get the "Payment Services" to update the bank Account information to create a NACHA OR CSV File?How do I get the "Payment Services" to update the bank Account information to create a NACHA OR CSV File?

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)

How do I set up online payments for individual properties in AppFolio?How do I set up online payments for individual properties in AppFolio?

To enable a bank account for online payments, go to 1. Go to Accounting 2. Bank Accounts 3. Enabled Bank Accounts for Online Payments.

How to Remove Inactive Sold Properties?How to Remove Inactive Sold Properties?

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.

How to Add An Administrative Fee into AppFolioHow to Add An Administrative Fee into AppFolio

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 report in AppFolio that will show new properties for a specific month?Is there a report in AppFolio that will show new properties for a specific month?

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?

How can I pick and choose which units to notify of a work order in AppFolio?How can I pick and choose which units to notify of a work order in AppFolio?

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.