Managing Accounts

Core financial records for each entity

Snapshot of account activity

Move balances between accounts

Manage linked bank accounts

View how much is held in each account, including pending transactions.

Pay supplier or contractor invoices directly from the system.

Apply interest to overdue balances

Manage internal financials

Reverse or correct a previous charge

Upload external bank data

Return funds to tenants or landlords

Track landlord income and expenses

Add a financial charge to an account

Used to record and allocate incoming payments from tenants, landlords, or other contacts.

Temporarily hold unidentified funds

View and manage all financial movements

Move money between bank accounts

Track tenant charges and payments

Detach credits from incorrect transactions