Review your empty units, upcoming lease expiries, and making sure all your leases are up to date before your rent roll is posted.
Rent rolls post automatically if you’re using Autopay, through a recurring task or manual rent roll. Making sure your leases are correct ahead of time prevents mistakes, incorrect rent amounts, and duplicate charges.
1. Go to Your Dashboard
On the left-hand side of your screen, select Dashboard, then choose Residential.
If you also manage commercial properties, you can review those leases under the Commercial tab as well.
2. Review Empty Units
The Empty Units section will show you:
Which units are new
How many days a unit has been vacant
Whether an upcoming lease is already scheduled
If you need to add a new lease to an empty unit, simply:
Select the unit
Click Create Lease
And follow the steps to complete the lease setup
3. Review Expiring Leases (< 7 Days)
Next, go to Expiring in Less Than 7 Days.
Here’s what you’ll see:
Leases with an X are set to expire
Leases with a checkmark are set to auto-renew (month-to-month)
To renew a lease that’s about to expire:
Select the unit
This opens the lease box
Click Manage Terms and Fees
From here, you can:
Add a Term (for another fixed lease period), or
Toggle Auto-Renew if the tenant is moving to month-to-month
Once updated, continue clicking through the pages until you reach Finish.
Your lease is now up to date.
If the lease has already expired, go to:
Lease History
Select Renew Lease
Then follow the same steps to add a new term or activate Auto-Renew.
4. Approve New Applications
If you have tenants moving in before the end of the month or on the 1st, be sure to approve their applications.
Go to the Campaigns page and approve the applicant so the lease can be created and added to your rent roll.
5. Post Security Deposits
Once you’ve added new leases, go to your Receivables page and post any security deposits that were collected.
This step is very important, because Autopay will collect all outstanding invoices on the 1st of the month.
If deposits aren’t posted now, tenants may be charged again.
Posting deposits ensures your accounting stays accurate and up to date before rent roll runs.
And that’s it!
By reviewing empty units, upcoming expiries, approving applicants, and posting deposits ahead of time, you’ll ensure your rent roll posts cleanly and accurately every month.