Property Matrix

Use the Budget Tool to create budgets, enter planned values, compare them against actual data, and review budget performance in reports.

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

Managing transactions for tenants and vendors within Property Matrix

Viewing and Editing Transactions

The Future tab on a tenant’s profile lets you view, add, edit, and manage upcoming tenant charges. Scheduled charges often include monthly rent based on the tenant’s lease terms, but…

Adding, Editing and Deleting Future Invoices

Setting Items to Use the Property Manager’s Book

How to set individual operating accounts for each property.

Setting Operating Account by Property

How to specify which check template is used when printing checks

Selecting a Check Template for an Account

Property Matrix enables you to maintain separate financial books for each company, ensuring clarity and organized accounting.

Managing Separate Books by Company and Setting Operating Accounts

Manage your chart of accounts from the Accounts page. You can add new accounts, create subaccounts, update existing account details, or delete accounts that are no longer needed.

Adding, Editing, and Deleting Accounts or Subaccounts

Application fees will only process if the building’s associated company has ProPay configured. These fees automatically use the building’s operating account, regardless of any linkage settings to the property manager’s…

Setting Application Fees for Management Company Bank Accounts

Transferring Transactions Between Accounts

Deleting reconciled transactions

Differences in prepayments for Accrual vs. Cash Accounting

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

Learn how skipping Undeposited Funds impacts deposits, settings, and the accurate representation of bank transactions in Property Matrix.

How Skipping Undeposited Funds Works

Learn the key differences between cash and accrual accounting, and how each accounting method works in Property Matrix

Accrual vs Cash Accounting in Property Matrix

Online Bank Reconciliation lets you connect a bank feed, match imported bank activity to transactions in Property Matrix, and create missing entries when needed.

Online Bank Reconciliation

Semmy Tan

Jimmy Chowdhury

Conor Taliancich

Accounting

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