Property Matrix

Budget Tool

How to perform reconciliations in Property Matrix

Bank Reconciliations

How voided transactions impact accounting balances

Accounting Impact of Transaction Voids

Entering transactions made outside of the system into Property Matrix

Adding Manual Transactions / Journal Entries

Depositing checks and payments marked as Undeposited

Depositing Funds

Creating a Funds Transfer transaction to track transfers between bank accounts

Transfer Funds Between Bank Accounts

Viewing/Editing Transactions (in the Transactions Tab)

Creating Credits/ Refunds

Adding, Editing and Deleting Future Invoices

Setting Items to Use the Property Manager’s Book

Setting Operating Account by Building

Selecting a Check template for an Account

Separate Books by Company/Setting Operating Accounts

Adding, Editing, and Deleting Accounts or Subaccounts

Setting application fees for management company bank accounts

Moving Transactions to Another Account

Deleting reconciled transactions

Prepayment applications

Transaction settlement delays, Forte, ProPay, fund availability.

Understanding Transaction Settlement and Fund Availability

How to transfer transactions between tenants, vendors, or accounts.

How to Transfer Transactions or Delete Entities with Financial History

Failed Transaction Payments explained and where to find them within Property Matrix

Failed Transaction Payments

Kevin Campbell

Daniel Luna

Semmy Tan

Accounting

Find answers and get help from Intercom Support and Community Experts

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