What is a Tenant Payment?

A Tenant Payment is any income collected on the tenant ledger for a lease. Examples include money collected and received from any charge on a lease's tenant ledger, such as rent, security deposits, or lost key fees.

 

Viewing Tenant Payments

Tenant payments are displayed in a subtab within the Money In tab. To view a summary of your recorded tenant payments:

 

  1. Click the Money In tab located at the top of any page of the application.

  2. Click the Summary button from the sub-navigation bar that appears below the green Money In page header.

  3. Click the Tenant Payments tab that appears above the table on this page. The table will refresh to display a list of recorded tenant payments in the table below.

  4. Use the Portfolio/Building and Date dropdown menus to filter the items in the table below.

  6. This table contains the following information:

 

Field Name

Description

Tenant

This field displays the name of the lease where the tenant payment originated from.

 

Tip

The green sync icon shown here denotes transactions that have been synced over to QuickBooks using Propertyware Sync for QuickBooks. Mouse over this icon to display the date and time that the transaction was synced.

 

Portfolio/Building/Unit

Displays the portfolio, building, and/or unit to which the tenant's lease is attached.

Date

Displays the date the tenant payment was received.

Ref #

Displays the reference number for the payment.

Deposit Date

Displays the date the payment was deposited (if applicable).  To view the bank deposit in which the payment has been included, click the View link that appears in the Action column.

Amount

Displays the amount of the payment.

Action

This column displays a View link for all payments. If a payment has not been included in a closed bank deposit, it will also display a Del link to delete the payment.

 

  1. To view a recorded tenant payment, click the link that appears in the Tenant column or the View link in the Actions column.

  2. You can delete tenant payments that have not been included in a closed bank deposit by clicking the Del link that appears in the Actions column. You will be prompted to confirm the deletion. This action cannot be reversed! Click the Ok button to confirm deletion of the tenant payment.

 

See Also

Recording a Tenant Payment on a Lease

Recording multiple Tenant Payments using Quick Collect

Viewing Income from Other Customers

FAQs

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