How-Tos

Frank Tackitt avatar Dan avatar
24 articles in this collection
Written by Frank Tackitt and Dan
Web App

Accounts Receivable: How to for Charges, Credits, Receipts, Prepayments, and Bank Deposits

Must read if you're new to property management software.
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Written by Dan
Updated over a week ago

How to create, share and update Work Orders & create Invoices from Work Orders

Create single Work Orders or Batches of Work Orders, share them with Vendors, and Invoice them in only a few clicks.
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Written by Dan
Updated over a week ago

How to Create Contacts

Contacts are important in coManage. They can be Tenants, Vendors, Owners, or Managers.
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Written by Dan
Updated over a week ago

How to Create/Edit a Property and, if multi-unit, a Unit

Properties & Units are central to coManage. Here is how you create and edit them.
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Written by Dan
Updated over a week ago

How to Invite Tenants to the Portal

If you have ACH enabled, they can schedule and make payments. Otherwise, they can log on to see their ledger and you can share documents.
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Written by Dan
Updated over a week ago

How to Create & Edit an Occupancy, Quick Create a Tenant

As well as how to close occupancies and track move out and collections or disposition data.
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Written by Dan
Updated over a week ago

Intro to coManage

How coManage is structured and how to setup or adjust your account.
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Written by Dan
Updated over a week ago

How to use Cash Management Rules, GL Accounts and Financial Accounts

How and where to setup Cash Management Rules and their prerequisites.
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Written by Dan
Updated over a week ago

How to generate Late Fees and Late Notices

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Written by Dan
Updated over a week ago

How to Reconcile a Bank/Financial Account

Reconciliations v1
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Written by Dan
Updated over a week ago

Reconciliations Pt 2: GL Balance Comparison Report

Check balances of two GL accounts against one another
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Written by Dan
Updated over a week ago

Hold Outgoing Payments to a Contact

Place a hold on any Vendor, Owner or Tenant contact and leave a note.
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Written by Dan
Updated over a week ago

Block Receipt Payments

How to place a block and message on manual and portal receipts.
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Written by Dan
Updated over a week ago

Share Files with other coManage users

Share a copy of a lease, a notice, a statement, pictures, etc. with other coManage users.
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Written by Dan
Updated over a week ago

How to use Receipt Payables - or how to setup Management, Application and Late Fees

Use this feature to generate payable invoices based on a generated receipt
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Written by Dan
Updated over a week ago

Hold Outgoing Payments from a Property

Place a hold on any property and leave a note.
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Written by Dan
Updated over a week ago

Property & Unit Marketing & Syndication

Market your property or unit on coManage.app, your website, and to our syndication partners.
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Written by Dan
Updated over a week ago

Using the Owner Report & Owner Statements

Use the Owner Report to send statement batches or get comma separated emails to send a BCC message.
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Written by Dan
Updated over a week ago