Propertyware Knowledge Base

Category » Portfolios

There were 17 articles found in this category:

1. What is a Portfolio?
   A Portfolio is an easy-to-use folder system of Buildings and Units organized by property owner. If you are a property management company, you will be prompted to create a Portfolio for each owner whose properties you manage. On the other hand, if you own and manage real estate investments of yo ...
2. Creating Portfolios
   If you are a property management company, you will be prompted to create a Portfolio for each property owner whose properties you manage. On the other hand, if you own and manage real estate investments of your own, Propertyware will create a Portfolio for each of your businesses with a uniqu ...
3. Viewing Portfolios
   Portfolios may be viewed from the Property Navigator menu, located within the Properties Tab of the application. To view a Portfolio: Click the Properties Tab from any page of the application. Select a Portfolio you wish to view from the Property Navigator menu on the left sidebar of the page ...
4. Setting a Property Manager on a Portfolio or Building
   Who is a Property Manager? In Propertyware, a Property Manager is the point of contact within your organization who is in charge of communicating with prospective tenant leads and leasing rental vacancies that appear on your Propertyware Website. When a prospective tenant submits an Online Gue ...
5. Editing Portfolios
   Editing Portfolios To edit a Portfolio in Propertyware: Click the Properties Tab from any page of the application. Select a Portfolio you wish to edit from the Property Navigator menu on the left side bar. Use the "View By" Filter to refine the Property Navigator menu by Portfolio. The men ...
6. Creating and Editing Owner Contacts
   Who is an Owner Contact? Propertyware allows you to set up Owner Contacts, also known as the property owners of the Buildings and Units you manage, for each Portfolio created within your account. Only your Propertyware Administrator may create Owner Contacts, a high level privilege not relegat ...
7. How do I assign a property manager to a portfolio or building?
   Property Managers are assigned at the building level. When viewing a Portfolio, you will see a list of all Building Managers that are assigned to buildings within that portfolio. To assign a Property Manager to a Building: For a new building: create a building and complete entries within the ...
8. How do I set the default bank accounts for a Portfolio?
   Propertyware allows you to set up a Default Bank Account for each Portfolio. All tenant payments received for a specific Portfolio will be deposited into that Portfolio’s Default Bank Account. This Default Bank Account will be automatically selected when recording tenant payments on the T ...
9. Your Management Company Portfolio
   If you are a Management Company, and you decide that you want to track Management Income for your Management Company, then you can setup your account to include a Management Portfolio and a Management Company Vendor to record your company's management income and expenses. These settings can be ...
10. Portfolio Grid Edit
    Portfolio Grid Edit This powerful feature allows users with administrative access to edit multiple portfolios from one screen. With just a few clicks, you can update certain fields in portfolios, buildings, units, management fee rules, leases and contacts. To Access Grid Edit: 1. Click on th ...
11. Using Conversations in Propertyware
    Conversations is a simple way to send and record messages to your Management Team, Tenants, Owners and Vendors. You can start a Conversation with an individual or select group, or post a message for all to see – it's entirely up to you. Conversations is at its largest and most visible on ...
12. Moving Buildings to Different Portfolios
    Moving Buildings to Different Portfolios There are two very different methods for moving buildings from one portfolio to another. One method retains transactions (Reassign) whereas the other does not (Transfer). It is important that you understand the difference between these two funct ...
13. Accounting Close Date
    The Accounting Close Date permits the Administrator of your account to close the books for a portfolio as of a designated date. Setting an Accounting Close Date will prohibit any users from entering a new transaction for the designated portfolio that is dated on or before the accounting close d ...
14. Ownership Percentage of a Portfolio
    Percent Ownership on Portfolio If you have a portfolio that is owned by multiple owners, you can assign the percent ownership for each owner that attached to a portfolio. These percentages will be taken into consideration when generating owner draws. To set up the percent ownership for an exi ...
15. Properties Mail Merge
    To Generate a Mail Merge from a Portfolio, Building or Unit click the Mail Merge button on the detail screen: From the Select Template scroll bar menu, select the mail merge template of your choice. To preview a template, click on the Preview link from the preview pane to the right of the sc ...
16. How do I delete a Portfolio?
    A portfolio may only be deleted if it contains no buildings, units or leases with associated transactions. As an alternative to deleting a portfolio, you might want to consider making the portfolio INACTIVE. In the event that you would like to delete a portfolio, you may do so by following the ...
17. Deactivating a Portfolio
    Propertyware allows you to deactivate a Portfolio for owners that you no longer manage buildings and/or units for. Before you can deactivate a Portfolio, you will need to terminate all leases attached to the buildings and units in that Portfolio. A deactivated Portfolio will not count towards y ...