Property Manager Q&A

Can vacancy rates be reviewed as of past dates in AppFolio?

How can AppFolio reports be run by property group?

In AppFolio, can rent be charged weekly?

How can a July–June fiscal year budget be created inside AppFolio?

Can reports show revenue generated per owner?

How can a security deposit be transferred to a new tenant?

Why do tenant receipts post after a period is closed?

How can a work order remain open after paying a vendor deposit?

Can users be limited to maintenance-only access?

Is there a report showing how much owners will be paid after expenses and fees?

Can one payment be applied across multiple tenant ledgers?

Why won’t AppFolio advance to the next month during reconciliation?

Can work orders be renamed or labeled?

Can letters be organized into folders?

How can leftover balances on owner statements be cleared?

Can rent due dates be changed?

How can funds held for work order estimates be protected from other invoices?

How can photos be added to a work order?

Are reusable email templates available?

Can vendor remarks be hidden from owner statements?

How can tenants make partial payments through ACH?

Can vendor credits in AppFolio be applied to capital accounts?

How can prior-year checks or transactions be voided without affecting closed-year reporting?

Where in AppFolio can tenants see notes from cancelled work orders?

How can tenants reply after a work order has been closed if notifications come from a no-reply email address?

QuickBooks vs. PMS: Which one should handle your accounting? Our experts explain why separating trust and company books is the only way to guarantee compliance and pass audits.

Collecting and reimbursing NSF fees from tenants in AppFolio is easy! Here are our step-by-step instructions.

You can customize online payments for specific tenants AND properties in AppFolio! Continue reading to learn how.

The first step is to diagnose the issue as either negative or positive additional fees.

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

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)

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

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?

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 any way to disable a specific tenant to not allow pre-payments?

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.

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

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.

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.

Your late fee settings need to be adjusted. You have two options:

Is there a way to send one invoice with multiple CAM charges?

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)

Billable items can be things like labor and supplies that will add up to be the grand total for the amount of the work order bill.

I have an owner that owns 100% of 5 properties and 50% of a 6th property.

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".

Is anyone having problems with leads going to the user who activated the listing? Appfolio used to feed into our leasing CRM just fine until about 2 weeks ago, now it completely ignores who is listed on the property as the leasing contact and sends all lead emails to whichever user created the campaign or vacancy posting.

You can group the outstanding transfers or select one from the list and select "Mark as Completed".

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".

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.

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