Rent & money
Read your portfolio overview
Understand income, expenses, outstanding balances and occupancy.
Your portfolio overview summarizes the records in the selected organization. Its figures are only as complete as the invoices, payments and expenses behind them.
Know what each number means
| Figure | Meaning |
|---|---|
| Expected income | Rent that has been invoiced |
| Income collected | Recorded payments received |
| Outstanding | Expected income not yet collected |
| Expenses | Recorded costs |
| Net income | Recorded income less recorded expenses |
| Occupancy | Occupied units as a share of the portfolio’s units |
Review the period
Check which period the report covers. Compare invoices and payment records before following up an outstanding balance. Review whether operating and maintenance costs are complete before relying on net income.
Bring the month together
- Check billed rent and received payments.
- Reconcile payment references with account statements.
- Review overdue and partially paid invoices.
- Record missing expenses and repair costs.
- Review occupied and vacant units before sharing the overview.
Share the right view
Standard dashboards and reports are included in every plan. Business adds advanced reports, exports and owner management. The role and property permissions determine which records each person can see.