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The Dashboard and Menus

Dashboard – presents an overview of the critical functionality of trust accounting. From the Dashboard you can see:

  • Bank Balance – Trust Account statement balance. For more details, the Reconciliation page and the Bank Reconciliation report could be accessed.
  • Settlements Due – This part will show due settlements from recent sales.
  • Vacating Properties – Displays the list of rental properties that are about to become vacant soon.
  • Arrears – Shows the details of the tenants that are behind in schedule of rent payments
  • Rent Reviews – Shows the rental properties with an upcoming rent amount review and potential change.


The top menu

The top menu consists of two sections. The left part presents the entity information. And the right part is made operating the accountancy and build transaction reports. 

Entities

The entities section contains basic information about the clients, rental properties, and billing companies. Also, there is an ability to manage to sell real estate exists. The tabs as Landlords, Tenants, Creditors, Properties, and Sales can be found there. 

  • Landlords – List of landlords and their details.
  • Tenants – List of tenants and their lease/transaction details
  • Creditors – List of entities that the client pays bills to on behalf of the landlords
  • Properties – List of leased properties and their details including tenant information.
  • Sales – List of sales that are managed by the client

Work Panel

The right side of the top menu shows the functionality that will be used in the everyday work of accountants and property managers. It consists of functions such as transactions, payments, reconciliation, disbursement, reporting, etc. You can create new receipts, new payments, generate various reports, do a disbursement, do reconciliation, and prepare/send inspection reports. The inspection part is connected to the Inspection Time app for mobile and generates inspection reports based on inspections created through that. Additionally, this section presents the account settings information.