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 do I post management fees in advance in AppFolio?How do I post management fees in advance in AppFolio?

You can only pay management fees once the rent has been received. The system will not calculate percentages before income has been paid on the property

Where to find. 1) All staff entries into AppFolio within the last 24 hours up to 30 days. 2) All entries into AppFolio sorted by staff memberWhere to find. 1) All staff entries into AppFolio within the last 24 hours up to 30 days. 2) All entries into AppFolio sorted by staff member

1. Run a General Ledger, add a "Created By" and "Created At" Columns, and under Grouping select "Created By". Set the date range to your desired window of time, check "Show Reversed Transactions" and that will provide a report of every entry and reversal in the system in your 30 day period.

Deposited a closing check in trust account instead of company operating accountDeposited a closing check in trust account instead of company operating account

We recommend recording the deposit via JE on your corporate property (a zero unit multi-family property for recording errors like this) by debiting Operating Cash/your main cash account, crediting some offset like Retained Earnings (it doesn't matter because it will cancel out)

How to Enter Pet Information in AppFolioHow to Enter Pet Information in AppFolio

A quick guide on how to enter pet information in the tenant's application.

How can I fix general ledger in AppFolio?How can I fix general ledger in AppFolio?

You can also check for Bank Adjustments by running the Bank Account Activity report for All Time > Run the Report > Double click the "Type" column to group all of the transaction types together. Scroll until you find the group of bank adjustments. These should net each other out to $0.00. If they do not, that's what is causing your discrepancy.

How can I delete a tenant altogether and reenter as new in AppFolio?How can I delete a tenant altogether and reenter as new in AppFolio?

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

How can tenant rent/HAP charges be changed or edited 3-6 months back in AppFolio?How can tenant rent/HAP charges be changed or edited 3-6 months back in AppFolio?

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".

How do you show an itemized breakdown of all the new charges in AppFolio?How do you show an itemized breakdown of all the new charges in AppFolio?

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.

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