Property Management Software – Frequently Asked Questions and Visual Help

We have created a set of visual FAQs for your convenience. Click on any of the links below to access our new visual help!

General FAQ’s

1. How many rental properties does SimplifyEm support?
2. What features does SimplifyEm offer?
3. How much does SimplifyEm cost?
4. Can I export my data?
5. I am a returning user and having trouble logging in
6. How can I be assured my data will be kept private and is my data secure?
7. What browser does SimplifyEm support?
8. Is there any training available if I need it?

Getting Started

1. Training Videos / Tutorial link
2. Attend a Webinar to learn more on how to use SimplifyEm
3. Getting Started

Properties in SimplifyEm

1. How many rental properties does SimplifyEm support?
2. How can I add property owner information to a property?
3. Where can I generate the list of property owners and their properties?
4. I am a property manager. How can I use SimplifyEm to track properties for my clients?

Data Entry on the Worksheet

1. What is a worksheet?
2. How should I use the worksheet?
3. How can I enter my transactions?
4. How do I enter multiple transactions for the same expense or income row in a month?
5. Why is Insurance and Taxes in the Loan Section?
6. How can I enter a one-time transaction that is not on the worksheet?
7. How can I delete my transaction?
8. How can I enter date for a transaction?
9. How can I add notes to a transaction? Where do these notes show up?
10. How can I attach receipts/documents to my transactions?
11. How can I split a transaction?
12. Why can’t I split an income transaction?
13. What is “Adding Recurring Rules” do?
14. How do I cancel a rule?

Entering Rent Amount on the worksheet

1. How does SimplifyEm track my rent payments received?
2. How do I enter overdue rent?
3. What are all these “Allocate” windows all about?
4. Will SimplifyEm tell me my tenant is overdue?
5. How do I enter partial rent payments that I receive?
6. What happens to allocations when rules are entered?
7. How do I edit the rent transaction amount after it has been allocated?
8. How do I edit the rent allocations that were done for me by SimplifyEm after the fact?
9. How do I see how much the tenant owes me?
10. How can I forgive an overdue rent payment?
11. How do I record late fees?
12. Why aren’t my rent transactions showing up on the tenant payment history report?
13. What happens when I un-allocate a rent amount?
14. How do I enter a rent transaction for rent I collected early?

Changing the Worksheet

1. How do I create rows on the worksheet?
2. If I don’t need a row anymore, how do I hide a row on the worksheet?
3. How do I delete a row on the worksheet?
4. How do I change the year or month on the worksheet?
5. How does “search bar” in SimplifyEm work?

Managing Tenant and Lease Information

1. Where do I enter Lease for my tenants?
2. How do I move out a tenant?
3. How do I track Security deposit?
4. How do I delete a tenant row?
5. How can I add notes to my lease terms? Where do these notes show up?
6. How do I view my lease terms?
7. How do I edit my lease terms?
8. How do I get rid of a bad lease that was setup?
9. How do I handle rent increase for a tenant without losing my transactions recorded for my old lease?
10. How do I track multiple tenants residing in the same unit?
11. How can I enter my old tenant lease transactions and continue to enter new tenant information for someone who moved into the same unit?
12. How can I automate rent reminders for my tenants?
13. How can I print my monthly rent reminder?
14. How can I view all the rent reminders sent to my tenant(s)?
15. How is the Billing history different from the payment history report?
16. How can I add new tenants to my properties?
17. Why can’t I assign a new tenant to a unit?

Upgrading to Premium

1. What are the advantages to upgrading to the premium version from the free version of Simplify’em?
2. What features does SimplifyEm offer?
3. How much does SimplifyEm cost?

Reports

1. How can I generate an income and expense/cash flow report for a month?
2. How do I generate a monthly tenant report for my properties?
3. Is there a report that shows me how much a particular tenant owes me?
4. How do I print my reports?
5. As a property manager, how can I send individual tenant reports to the property owner?
6. Will the payment history report reflect all the rent collected from the beginning of the lease?
7. How can I generate an income and expense/cash flow report for a specific time interval?
8. How can I give my CPA a tax report?
9. How do I do year end adjustments for accurate mortgage interest, insurance and property tax reporting?
10. How can I generate the payment history report for a tenant who has moved out?
11. How do I generate reports for all my properties?
12. Can I view/generate reports for my individual property owners?

Your Account Settings

1. How can I edit my contact information?
2. How can I change the email address where I receive all my TReXGlobal communications?
3. Where do I change my password?
4. Where do I change my answer to the security question?

This blog post for Real Estate Professionals, Investors, Landlord, Property Manager, and Property Management Companies is brought to you by SimplifyEm Pay Rent Online and Property Management Software

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Tags: investment property, Landlord, Property Management, Property Management Software, Property Manager, property managers, rental property, rental property management

This entry was posted on Thursday, July 16th, 2009 at 5:55 pm and is filed under Property Management Software. You can follow any responses to this entry through the RSS 2.0 feed.