Autopay works by pulling funds from a tenant’s or owner’s bank account and depositing them directly into your property’s Rent Trust account.
For this to work correctly, each property must be:
Assigned to a Bank Group
That Bank Group must be linked to a bank account
This article walks you through both steps.
How Autopay Connects Everything
Autopay follows this structure:
Property → Bank Group → Linked Bank Account
If any part of this chain is missing, funds will not deposit correctly.
Step 1: Create Your Bank Groups
Before linking your bank account, you must create your Bank Groups (if you haven’t already).
A Bank Group is a collection of properties that share the same bank account.
Examples:
All properties tied to one Rent Trust account
One group for Rent Trust
One group for Security Trust
Multiple groups for separate trust accounts
To Create a Bank Group:
Go to Accounting
Locate the task Account Reconciliation
Click the three-dot menu (do not click into the task)
Select Manage Groups
Click Create New Group
Enter Group Details
You will need to:
1. Name the Group
Examples:
Rent Trust
Security Trust
Operating Account
2. Select the GL Account
Examples:
Trust Bank
Operating Bank
3. Select the Properties for the Group
⚠️ Important:
Each property will show at least two owners:
Your property management company name
The actual property owner
When creating Rent or Trust groups:
Select the properties associated with the real property owners
Do NOT select your property management company listing
If You Are Doing Corporate Accounting in Propra
If you are managing your company’s corporate accounting inside Propra:
Select Operating Bank as the GL account
Select Administrative as the property
Once your Bank Groups are created, you can move to the next step.
Step 2: Link Your Bank Account
Now that your Bank Groups are set up, you’re ready to link your bank account.
To Link a Bank Account:
Go to Autopay
Select Settings
Click Linked Bank Accounts
Your Primary bank account for your property management company will already appear here.
Add a New Bank Account
To add another bank account:
Click Add Bank Account
Enter your bank details
Click Next
Select the appropriate Bank Group
After saving, you will see:
Your bank account details
The linked Bank Group
You can repeat this process to add multiple bank accounts.
Final Checklist
Before using Autopay, confirm:
✅ Each property is assigned to the correct Bank Group
✅ Each Bank Group is linked to the correct bank account
✅ Your trust and operating accounts are properly separated
When these steps are complete, Autopay will automatically deposit funds into the correct bank account based on the property’s assigned Bank Group.