Receivables
The Receivables tab is located in Accounting and displays all receivables in your account. Receivables are payments owed to the property — money that is expected to come in, such as tenant rent charges, utility invoices, fees, or other outstanding balances.
This page gives you a centralized view of receivables across your properties and includes tools to filter, sort, search, export, and process payments efficiently.
Filtering Receivables
Team Filter
You can filter receivables by team to quickly narrow down your results.
Teams can be set up in different ways depending on how your company organizes properties. For example:
By user/property manager
Tom’s assigned properties
Sarah’s portfolio
By location
Calgary properties
Red Deer properties
By portfolio type
Commercial properties
Residential properties
Using teams allows you to quickly review receivables for a specific group of properties without manually selecting each one.
Property Filter
You can also filter by individual properties.
To filter by property:
Select the Property dropdown
Select one or multiple properties
Select Confirm
To clear the property filter:
Select the funnel icon
Date Filter
You can filter receivables by date.
Options include:
Preset date ranges
Custom date selection
Using the Custom option allows you to select exact dates for filtering.
Status Filter
The Status filter allows you to view:
Paid receivables
Outstanding receivables
This is useful when reviewing unpaid balances or confirming completed payments.
Autopay Filter
If you are using Autopay, you will also see an additional filter:
All
Enabled
Disabled
This helps identify which receivables are set up for automatic collection.
Using the Search Bar
The search bar allows you to search receivables by:
Name
Description
Examples
Searching:
Katrina Dias
Displays all invoices for Katrina DiasUtility
Displays invoices with “Utility” in the description
This is helpful when locating specific transactions or reviewing certain types of charges.
Sorting Columns
Columns with titles include arrow filters beside the name that allow you to sort the list.
This can be especially useful when reviewing invoices after rent roll has been posted.
Common Uses
Sorting payees alphabetically
Identifying tenants with multiple invoices outstanding
Reviewing invoices scheduled for Autopay collection
Sorting by Amount
Using the sort arrows on amount columns can help you:
Move credits to the top
Find specific transaction amounts
Investigate discrepancies or unusual balances
Exporting Receivables
You can export the receivables list using the Export button in the top right corner.
This is useful for:
Reporting
Audits
Reviewing balances outside the software
Sharing information with owners or team members
Rows Per Page & Totals
You can adjust the number of rows displayed per page.
In the bottom right corner, you will see:
The total amount displayed
The selected amount (if invoices are selected)
Receivables Actions
There are three action buttons at the top of the Receivables page.
The Apply Credits button allows you to apply available credits to outstanding invoices.
This helps reduce outstanding balances and ensures credits are properly used.
The Process Payments button is available when using Autopay.
This option will only be enabled if:
The payee is activated for Autopay
The invoice is toggled on for collection
This allows eligible invoices to be processed directly through Autopay.
The Post button allows you to:
Create a credit
Record that an invoice has been paid
This is commonly used when recording manual payments or adjustments.
Best Practice Tip
After posting rent roll, it is recommended to:
Sort receivables alphabetically
Review tenants with multiple outstanding invoices
Confirm Autopay invoices are properly enabled before processing payments
This can help catch missed charges or collection issues before payments are processed.