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

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Financial Transactions

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

Reports

• List payments to and from tenants
• List payments to and from landlords
• List payments to suppliers

Third-Party Integrations

• QuickBooks Online

QuickBooks Online Integration

• Connecting your account to QuickBooks
• Map data between the two systems
• Map your bank accounts
• Map your charge types
• Map your payment methods
• Mapping your landlords

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