Understanding the Tasks Page in Propra
The Tasks page in Propra is your central workspace for completing key accounting actions. Tasks are organized into categories to help you easily find what you need and follow your accounting workflow.
This article will walk you through:
How the Tasks page is structured
How to navigate and use it
A list of all available tasks (by category)
How the Tasks Page is Organized
Tasks are grouped into categories such as:
Accounts Payable
Accounts Receivable
General Ledger
Taxes
Each category contains related tasks to help you complete specific accounting actions.
How to Use the Tasks Page
Running a Task
To complete a task:
Click directly on the task tile to open and run it
Task Options (Three-Dot Menu)
Each task has a three-dot (⋮) menu that allows you to:
Change settings
Manage the task
View the task list
Set the task as recurring
Recurring Tasks
If a task has a gold clock icon, it means:
The task has been set up to run on a recurring schedule
Changing Your View
In the top right corner, you can switch between:
Thumbnail view (tiles)
Row view (list format)
Hiding Categories
Click on a category header to collapse or expand it.
Searching for Tasks
Use the search bar to quickly find a task by name.
Task List by Category
Accounts Payable
Condo/strata fee expenses – Creates payable entries for condo or strata fees for units.
Enter Bill – Record a bill that needs to be paid later.
Enter Expense – Record an expense that has already been paid.
Income payout – Generate owner payouts based on collected income.
Management fees – Create and record management fees charged to owners.
Print Cheques – Print cheques for pending payments.
Accounts Receivable
Commercial rent roll – Generate rent charges for all active commercial leases.
Condo fees – Create receivables for monthly condo fees and related expenses.
Condo special levy – Record special assessment charges for condo units.
Create Invoice – Manually create a receivable invoice.
Multi-unit deposit – Record deposits across multiple units at once.
Multi-unit invoice – Generate invoices for multiple units in one action.
Owner contributions – Record funds contributed by owners to cover shortfalls.
Pre-authorized debit (PAD) – Process automatic payments from tenants or owners.
Residential rent roll – Generate rent charges for all active residential leases.
General Ledger
Account Reconciliation – Match transactions with bank statements to ensure accuracy.
Deposit interest adjustment – Record interest earned on deposit accounts.
Import – Upload journal entries using a CSV file.
Journal Entry – Create a manual journal entry for custom adjustments.
Multi-property journal entry – Post a journal entry across multiple properties at once.
Property Budgets – Create and manage budgets for properties.
Recurring Entries – Set up and manage recurring journal entries.
Transfers – Move funds between properties or accounts.
Taxes
GST remittance – Calculate and record GST/HST payable or receivable.
Non-resident withholding tax – Record withholding tax for non-resident owners.
Tips for Getting the Most Out of Tasks
Use search to quickly find what you need
Set up recurring tasks for repeat workflows
Collapse categories to simplify your view
Use the three-dot menu to customize tasks