Property Management Software

FAQ > Working With 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?

1. How do I create rows on the worksheet?

You can optimize your Simplify'em experience by customizing the "Worksheet" for each property. You can select the items that are common to a property and Simplify'em will automatically create a row to track and organize the information for you.

You will need to:

You can also click on the "Customize Worksheet" link under the Income or Expense section of your worksheet for a property.



2. Select items that are common to this property Common Item are transactions that are expected during the year.
You can also rename the items by clicking on the “Rename” button.
When you select an item, SimplifyEm automatically creates a row for that item on your property’s worksheet. You can see the rows being created on the “Preview of Worksheet” widget on the right of the page.



When you deselect an item, you are indicating that you no longer want to track the item for this property. Simplify'em will stop tracking this item in the future, and previous transactions will still be visible and will not be lost.

2. If I don't need a row anymore, how do I hide a row on the worksheet?

Selecting a row, and then clicking on the to the right end of the row.

NOTE : If this was a tenant row you are trying to hide on the worksheet, the lease for this tenant (if added) will be expired and the tenant will be marked as moved out on the "Manage Tenant" page.

You can also hide a row from the "Customize Worksheet" page:
1. Go to the "Customize Worksheet" page for the property you want to hide the rows for.

By doing this, you are indicating that you no longer want to track the item for this property. Simplify'em will remove all $0.00 cells and stop tracking this item in the future, and previous entries will still be visible and will not be lost.

The "Preview of Worksheet" widget on the right will show the item you just deselected crossed out indicating the row has been removed.

NOTE : If this was a tenant row you are trying to hide on the worksheet, deselecting a tenant name will make the lease for this tenant (if added) expired and the tenant will be marked as moved out on the "Manage Tenant" page.

3. How do I delete a row on the worksheet?

1. Selecting a row, and then clicking on the to the right end of the row.

If no previous transactions have been recorded for this item, SimplifyEm will simply remove the row from the worksheet.

2.If you have any transactions recorded for the row you will see the following dialog box. Select "Remove" as the option and click OK.

By doing this, you are indicating that you no longer want to track the item for this property. Simplify'em will delete previous recorded entries.

NOTE : If this is a tenant row you are trying to delete on the worksheet, the lease terms will also be deleted from SimplifyEm along with any rents received.

4. How do I change the year or month on the worksheet?

The worksheet gives you a three month view of all your transactions, with the central column being defaulted to today's month.

You can change the month or the year you are viewing easily:

1. Mouse over the left arrow - to go to the previous months or the right arrow - to go to the future months.

2. Select the month/year you want to go to. When you do this, the selected month will become the central column on your worksheet for the property.

5. How does "Search" in SimplifyEm work?

SimplifyEm provides a quick and easy way for you to search for a property, tenant in a property or a transaction without having to going over every property and multiple rows using the "Quick Search" bar located at the top of your worksheet.

The "Quick Search" bar allows you to search for a property by:

1.Street Address of your property
If you know the street address of the property you want to go to quickly:
a. Select “Street Address” as your search criteria.




b. Start typing in the street address for the property. SimplifyEm will show you choices instantly and you can select the property from that list!

If you want to quickly enter a rent check you just received from a tenant:
a. Select “Tenant” as your search criteria



b. Start typing in the tenant name. SimplifyEm will show you choices instantly with the associated property name next to them. You can then select the tenant and the tenant row will be selected for you on the worksheet.

3. Transaction Name
If you have a set of receipts you want to enter and you know you have a row for it already in a property and you just want to get to it:
a. Select “Transaction” as your search criteria




b. Start typing in the transaction name. SimplifyEm will show you choices instantly with the associated property name next to them. You can then select the transaction you were looking for and the row will be selected for you on the worksheet!