Homepage02Property Management

Selected Role

Selected Role owns the financial record of Property Management: what was completed, what should be billed, what has been paid, what is still owed, what needs approval, what must reach accounting, and what leadership needs to see.

Property Management admin and finance map

Completed work becomes financial truth.

Software can connect requests, work, units, keys, vendors, materials, and property assets, decisions, billing, and reporting to billing, payments, expenses, accounting, controls, reporting, and owner visibility. It can keep Property, unit, tenant, owner, and vendor records tied to assigned maintenance requests, turns, inspections, or leasing tasks, units, keys, vendors, materials, and property assets, staff, and tenants, owners, applicants, board members, and vendors.

If the business can observe it, track it, decide on it, approve it, improve it, or report on it, it can become part of the software.

Closeout Review

Open
  • Completed work queue
  • Required proof checklist
  • Internal notes review
  • Tenant or owner confirmation
  • Deliverable or service status
  • Missing information follow-up
  • Exception flags
  • Admin-ready handoff

Billing and Revenue

Open
  • Invoice preparation
  • Estimate/proposal-to-invoice conversion
  • Approved add-on billing
  • Deposit application
  • Plan, package, or contract pricing
  • Discount handling
  • Tax and fee calculation
  • Invoice edits and approval tracking

Payments and Receivables

Open
  • Payment collection
  • Card/ACH/cash/check tracking
  • Failed payment follow-up
  • Partial payments
  • Refunds and credits
  • Open balance tracking
  • Aging reports
  • Tenant or owner reminders

Accounting Handoff

Open
  • Invoice sync
  • Payment sync
  • Expense sync
  • Deposit reconciliation
  • Bank reconciliation support
  • Chart-of-accounts mapping
  • Classes, categories, locations, or departments
  • Month-end cleanup queue

Costs and Margin

Open
  • Labor cost tracking
  • Material or resource cost tracking
  • Vendor or subcontractor cost tracking
  • Payment processor fee tracking
  • Cost allocation by work type
  • Gross margin by unit, property, work order, lease, or owner account
  • Margin by location or team
  • Exception cost impact

Controls and Approvals

Open
  • Discount approvals
  • Refund approvals
  • Write-off approvals
  • Invoice edit permissions
  • Pricing override permissions
  • Payment adjustment permissions
  • High-value review
  • Role-based financial access

Records and Compliance

Open
  • Tax records
  • Receipts
  • Invoices
  • Signed approvals
  • Tenant or owner financial history
  • Audit logs
  • Required document retention
  • Data quality checks

Owner Reporting

Open
  • Revenue dashboard
  • Cash flow dashboard
  • Accounts receivable dashboard
  • Gross margin dashboard
  • Backlog or pipeline value
  • Quote-to-cash time
  • Invoice cycle time
  • Payment cycle time

Edge Areas

  • Financing: applications, payment links, approvals, financed work tracking
  • Contracts: recurring agreements, account terms, renewals, and contract billing
  • Collections/legal: dispute documentation, collection handoff, account holds, and notices
  • Multi-entity accounting: locations, branches, departments, franchises, or subsidiaries
  • Budgeting: budgets by team, location, service line, project, or month
  • Fraud/risk monitoring: unusual refunds, discounts, write-offs, or payment changes
  • Claims/reimbursements: warranty claims, insurance claims, credits, or partner reimbursements
  • Data quality: duplicate records, wrong categories, missing tax fields, or stale balances