Dec 16, 2021
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 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.
Aug 16, 2021
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…
Aug 16, 2021
RUBS is a Beautiful Thing
RUBS stands for Ratio 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…
Enter your information below to get first access to our tips and tricks for how to grow your PM business, clean up your books, and so much more.