My Dashboard
Dashboard
The Dashboard displays an income and expense summary for the properties in your portfolio for the given period. You will see Previous Balance, Income, Expense, Ending Balance, Management fee, Pending Funds, Available Balance, and Portfolio Minimum within this screen.
New Contribution
The New Contribution button on the dashboard allows you to contribute funds to your portfolio from the bank account you have on file.
Filter
The Filter option on the top right allows you to change the date range for viewing the details within the dashboard. If you have multiple portfolios or buildings, then you will also be able to filter by those as well.
To make the portfolio and date range the default data set for My Dashboard, click the Set as Default toggle switch. The switch turns green when Set as Default is enabled. Click Apply.
My Ledger
Ledger
The Ledger page reflects the transaction details for your portfolio for a given period.
Filter
The Filter option on the top right allows you to change the date range for viewing the details within the ledger. If you have multiple portfolios or buildings, then you will also be able to filter by those as well.
Download
To download a copy of the details in the ledger, Click Download. Your browser opens a download dialog. Click the appropriate button to complete the download.
Navigating Transactions
- To navigate through the list of transactions in the Portfolio section of My Ledger and manage the number of transactions shown on a single page:
- To set the number of items that appear on a single page of the transaction list, click the Show XXX Entries drop-down list, then select the number of transactions to appear on a page.
- To view a specific page in the list, click the Page XX of XX box, then type the desired page number.
- To go to the next page, click Next. To go to the previous page, click Previous.
Communications
Community Message
The Community Message page will display any current bulletin message from Rentals America.
Alerts
The Alerts page shows links to unpaid bills or work orders awaiting approval.
Conversations
The Conversations page allows you to send a message to your property manager. Only active conversations will appear here.
Documents
Statements
The Statements section lists Owner Statements that have been uploaded to your Owner Portal.
Other Documents
The Other Documents section lists documents shared by your property manager, including Lease Agreements, Notices, Inspections, and other important documents.
Filter
The Filter option on the top right allows you to change the date range for viewing the statements and other documents within the portfolio. If you have multiple portfolios, then you will also be able to filter by those as well.
Search
On the Documents page, you can search the Owner Statements and Other Documents sections. The search is performed on the statement and document names and only considers statements and documents that satisfy your current filter settings.
- On the Documents page, click the Search Documents text box and type some or all of the search text.
The lists of Owner Statements and documents are filtered by your text as you type it. - Examine the remaining Owner Statements and documents to locate the document you searched for.
- If you cannot locate the statement or document you are searching for:
- Determine if there are multiple pages of statements or documents that satisfy your search text. The statement or document you are attempting to locate may not appear on the first page of results.
- For statements, check your Filter settings. The Search Documents feature only considers statements that satisfy the active Filter settings. You may need to broaden your filter settings to include more statements.
- Try typing a smaller portion of the
Bills
The Bills section allows you to view bills and payments that have been recorded for your rental property. These include a breakdown of the expense, descriptions, and invoices from the vendors.
Filter
The Filter option on the top right allows you to change the date range for viewing bills.
- Click Filter. The Filters panel appears.
- In the Filter By drop-down list, select a “Bill Date” or “Payment Date”.
- In the Status drop-down list, select “All”, “Paid”, or “Unpaid”.
- In the Period drop-down list:
Select a preset date range (“Last Year”, “This Month”, etc.).
- or –
Select “Custom Date Range” then type or select a Start Date and End Date for your custom date range. - Click Apply.
The list of bills is filtered according to your selections.
Generating a PDF Version of an Invoice
To generate a PDF version of a bill’s details:
- For the appropriate bill, click Action (the icon with 3 dots). You may need to use the scroll bar to scroll to the far right of the screen.
The list of available actions appears. - In the list of available actions, select Generate PDF.
- If a browser dialog box opens, select the appropriate action to take.
Viewing an Invoice
To view an invoice:
- For the appropriate bill, click Action (the icon with 3 dots). You may need to use the scroll bar to scroll to the far right of the screen.
The list of available actions appears. - In the list of available actions, select View Invoice.
A PDF version of the invoice opens.
We’re Here to Help
Our team is available and happy to help if you have any questions at all.
