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  1. Elevate Support
  2. Accounting

Accounting

Chart of Accounts

  • Full chart of accounts (nominal codes)
  • Set a conversion (start) date for the new system
  • Enter conversion balances from an old system

Bank Accounts

  • Add a new agency bank account
  • Designate a client account
  • Client and office ledgers
  • Set clearance periods for various payment methods
  • Transfer money between accounts
  • Make a payment from a bank account
See all 9 articles

Financial Transactions

  • Record payments, receipts, charges and credits
  • Delete a payment from (or to) a tenant
  • Delete a payment to (or from) a landlord
  • Delete a payment to a supplier

Reports

  • List of all invoices charged
  • List payments to and from tenants
  • List payments to and from landlords
  • List payments to suppliers
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