View, Manage, Process, Record Export/Share Payments

Payments Dashboard Overview

Monitoring real-time financial health through key metrics for income, receivables, and payables.

Steps:
The Payments dashboard provides a central hub for tracking your organization's total cash flow:

1. Navigate: Click the Manage category in the left sidebar and select Payments ($ Icon).
2. Key Financial Metrics:
   
   • Income: Total funds collected during the current month.
   • Expense: Total funds spent (outflow) during the current month.
   • Accounts Receivable: The total outstanding amount currently owed to you by tenants across all properties.
   • Accounts Payable: The total amount you currently owe to vendors or contractors for work orders.
3. Deep Dive: Click VIEW ALL → on any metric tile to jump directly to the filtered list of transactions contributing to that total.

Managing Income & Expense Records

Auditing processed transactions, managing documents, and reviewing payment history.

Steps:
To review the history of funds that have already been processed:

1. Switch Tab: Ensure the INCOME / EXPENSE tab is selected.
2. Review Records: The table displays the Title (e.g., "Deposit"), the Property/Tenant associated, the Amount (green indicates income), and the Date.
3. Actions: Click VIEW to open the transaction details, where you can manage supporting Documents and view the Activity Log.
   
   • Click the Red Trash Icon to delete a record. Note: If deleting a deposit, the amount will be retracted from the tenant's held balance.
4. Search & Filter: Use the dropdowns to filter by Category, Property, Tenant, or Bank account.

Processing Pending Invoices

Identifying unpaid charges and taking immediate action to collect or waive funds.

Steps:
To manage active bills that have not yet been settled:

1. Switch Tab: Select the PENDING INVOICES tab.
2. Identify Priorities: Review the Invoice Date and look for red Overdue badges to identify delinquent accounts.
3. Direct Action: * Click PAY to record a payment received for that specific invoice.
   
   • Click WAIVE to remove the charge if it was issued in error or as a courtesy.
4. Advanced Filtering: Use the filters to isolate invoices by Work Order, Category, or specific Tenant Requests.

Recording a New Tenant Payment

Manually entering funds received from a resident for rent, security deposits, or misc fees.

Steps:
To record a payment received outside of the online portal:

1. Initiate: Click the orange ADD TENANT PAYMENT + button in the top-right corner.
2. Select Resident: Choose the Tenant from the dropdown list.
3. Enter Financials: Input the Amount received and select the Payment Type (e.g., Cash, Check, Bank Transfer).
4. Record: Set the Date and click SAVE. The payment will be applied to the tenant’s wallet, allowing you to settle their outstanding invoices.

Exporting & Sharing Payment Data

Generating financial snapshots and sharing transaction lists with stakeholders.

Steps:
To share your payment records or save them for accounting:

1. Open Menu: Click the Three Vertical Dots Icon in the top-right corner of the table.
2. Select Format:
   
   • PDF Icon: Best for high-level financial summaries.
   • Excel Icon: Best for raw data reconciliation with your bank.
   • Envelope Icon: Directly email the currently filtered list to a recipient.
3. Resetting: Click Reset Filters to clear your search criteria and return to the full organizational payment history.