Property Management Software > FAQ

General FAQs

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?
9. How do I make a payment?

Getting Started

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

Tracking Properties

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?
5. How can I edit the property owner name for my property

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?
15. How do I track utility amounts to be collected from tenant that are paid by me?

Tracking Rents on 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?
15. How do I enter rent transaction for the initial month of a lease that starts mid-month?

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?

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. As a property manager, how can I brand my reports?
12. I am a property manager. Do you have a report that I should send to my Property Owner Clients to let them know about the monthly statement?
13. How can I generate Vendor Balance Reports?s

Managing Tenant and Lease Agreement 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?
18. I want to move back in a tenant that I moved out by mistake
19. How to send a late rent notice to my tenant that includes late fee in it?

Online Rent Payment

1. Can I choose which unit/tenant to enable for Online Rent Payment?
2. Can I use SimplifyEm without Online Rent Payment?
3. Why should I use Online Rent Payment?
4. Why should my tenant setup Online Rent Payment?
5. Does my SimplifyEm Online Rent Payment subscription include a place where my tenants can sign in?
6. How do I setup Online Rent Payment for my tenant?
7. What does my tenant need to sign up to pay rent online?
8. Once a tenant's rent payment is withdrawn, will I be notified?
9. How much time does it take to receive rents through SimplifyEm?
10. What happens if the rent is not withdrawn in time or when the tenant does not have enough money in their bank account?
11. How much does Online Rent Payment really cost? Are there any hidden fees?
12. How do I know my rental payments will be transferred to the correct account?
13. Can I change the bank account that the rental payments are going in to?
14. If all my tenants pay via Online Rent-Payment, will I never have to record rents again?
15. How do I record a rent payment collected when there are insufficient funds in my tenant's bank account?
16. Why do I see a pending state even after I verify my bank account? What am I doing wrong?
17. Will I be notified when the tenant is setup and ready for Online Rent Payment?
18. Can I setup rent reminders for my tenant with online rent payment?
19. How does allocation of rent payments work with Online Rent Payment?
20. Why does Online Rent Payment get suspended when I edit the tenant's lease terms?
21. Why do I see Online Rent Payment suspended for a tenant?
22. Why can't I delete my tenant row on the worksheet?
23. What happens if my tenant cancels Online Rent Payment?
24. What happens if I decide to cancel Online Rent Payment for my tenant? Will I lose the recorded rent amounts? How will I know the money transfer discontinued?
25. How can I refund a rent payment?

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?

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?

Managing Property Owners

1. What is owner page for?
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?
5. How can I edit the property owner name for my property?
6. How do I enter how much the owner cash balance is prior to my entering transactions in SimplifyEm?
7. How do I track the checks that I write to the owner?
8. I am a property manager. Do you have a report that I should send to my Property Owner Clients to let them know about the monthly statement?

Managing Vendors

1. What is the vendor page for?
2. Do I have to use the vendor page?
3. How can I add vendor information in SimplifyEm?
4. Where can I generate the list of vendors I have and their contact information?
5. I pay my vendors at the same time I input my expenses in SimplifyEm, do you handle that?
6. How do I know how much of a check to write to each vendor?
7. How do I map my existing expense transactions to vendors I just added?
8. How can I generate Vendor Balance Reports?