Creates a billable charge with an online-pay link, emailed to the recipient.

Add a customer for invoicing across Construction, REIF Operations, Consulting, or RE Sales.

A vendor bill at property, unit, or portfolio level — line items post to the GL (debit expense, credit A/P; markup credits TR income). Optional tenant charge bills the resident.

Filter open bills by payee, portfolio, property, or date — every filter is optional. Check the bills to pay, pick the bank account, and post. Bills billed to an owner's property/portfolio are paid from the owner's held funds (checked against their available balance) and land on their ledger as an expense; the physical cash-out (eCheck/check) is done at Chase.

Templates that automatically enter a vendor bill every N day/week/month/year — same posting as Enter Bill (expense → A/P, markup → TR income). Generated daily; catches up if a run is missed.

Record a deposit into one of our operating accounts. Creates the entry straight away — it will show in Txns and in that account's Register.

Pick the account this belongs to. We build the balanced entry — the bank side is filled in from the feed so it always matches.

Money received outside the portal — a tenant paying rent (check / money order / cash) or an owner contributing funds.

Move funds between property or portfolio ledgers to fund an owner distribution or contribution. Booking only — no cash leaves any bank account.

Record a transfer between bank accounts — including within Trust (Trust → Deposit, Trust → Safekeeping). Book entry only: the actual cash movement is done in Chase; this mirrors it in the books.

Post a balanced double-entry transaction to the PM books.

One-time switch to production. Brings in the current numbers from QuickBooks and Rent Vine, then runs off the dashboard from here on.