Accounting Monthly Review Page

The Accounting Monthly Review page is your month-end checklist. It shows every accounting task for the month, checks your books automatically, and tells you exactly which properties, units, owners, payees or bills still need work.

Propra creates a review for each accounting month. For built-in tasks, Propra runs a check against your books and marks each item Done or Missing. You can then fix what is missing, override results by hand, skip items that don't apply, and leave notes for your team.

For example, the Residential Rent Roll task checks that rent was posted for every eligible lease. If unit 8 at a property has no rent posted, that property shows as Missing and unit 8 is listed underneath it, so you know exactly where to look.

Use this page to:

Where to find it: Accounting > Monthly Review.

Access: Only users with Books permissions can access the Monthly Review page.

The header shows the month you are viewing and a status badge, such as Needs attention · 10 past due. Below it, a summary line tells you how many tasks are scheduled, done, in progress, upcoming and past due, and when the last period was closed.

The progress card shows your overall completion percentage and a colour-coded bar:

The tiles beside it count tasks that are done, in progress and upcoming.

The main list groups tasks into three sections. Each row shows the task name, a progress ring, a count such as 80/88 properties · 8 missing, the due day and a status badge.

Two panels on the right give you a to-do view, each with a button that opens the related workflow (for example Open Rent Roll or Go to Payables).

For example, if Condo Fees is due on the 1st and is 6% complete, it appears under Still to do with "16 outstanding," not under Needs attention.

Click any task row to open its review panel on the right. The rest of the page stays where it is.

For tasks that check individual units or bills, each row has three small counters showing how many units (or bills) are done, skipped and missing. Click a counter to show only those items. Click the arrow on a row to expand it and see the exact units or bills underneath.

For example, under Residential Rent Roll, 1905 Complex might show 18 units done and 1 unit missing. Expanding it shows unit 8 — Missing. Under Pay Bills, a payee such as BC Hydro expands to show the specific unpaid bill, such as Internet.

A property, owner or payee shows as Missing if any one of its units or bills is missing. Missing items are listed after completed ones.

Missing means Propra could not find the expected entry for that item in the selected month. For a missing rent roll, check whether:

For other tasks, check the related transaction, payment, reconciliation or setup.

Propra sets each item's status automatically from your books. You can override any result by hand. These manual changes are called manual ticks.

Done and Skipped both count toward the task's completion, but Skipped items stay labelled separately so you can tell them apart from finished work.

You can change a whole property or a single unit inside it.

At the top of the checklist, use:

To go back to Propra's automatic results, open the Actions menu (⋮) and select Mark all not done. This clears your manual ticks and restores what Propra detected in your books.

If you change an item on a task that was already Done, the task moves back to In progress so the progress always matches the checklist.

Every task links to the page where the work is done. Use either:

Complete the work, then return to Monthly Review. The task stays tied to the month you were viewing.

Some tasks wait for related activity before Propra checks them. These show 0% and Awaiting properties (or owners, or reconciliation groups). If one is past due:

The task shows that it is running and updates when it finishes. This can take about 1–5 minutes, depending on the task and number of properties.

Once a task has started, the ▶ button becomes Restart (↻). Use Restart to re-run Propra's check after you've finished accounting work, so the checklist shows the latest results.

Notes are saved on the task, for whoever closes the month.

Use notes to explain why items were skipped, what is still outstanding, or anything another team member needs to know.

Your updated due day is remembered for your account and used in future months.

The tasks you see depend on your account setup and plan. Due days below are the defaults, and you can change them.

Enterprise customers also get AI-assisted reviews. These examine the relevant entries and summarize discrepancies so your Enterprise team can help resolve them.

Add your own tasks for month-end work the built-in checklist doesn't cover. Custom tasks work like built-in ones, but you tick items off by hand.

Ideas for custom tasks:

The task appears in the month's list alongside the built-in tasks.

Open the task, then select the Actions menu (⋮):

A task is past due but shows 0%. Is something broken? No. The task hasn't started because Propra is still waiting for related activity. Open it and select Run task now (▶).

I posted the missing rent, but the task still says Missing. Open the task and select Restart (↻) to re-run the check, or select Refresh at the top of the page.

Why is a past-due task under Still to do instead of Needs attention? Needs attention only lists past-due tasks that haven't started. Once a task is in progress, it moves to Still to do.

I marked items Done by mistake. How do I undo it? Open the Actions menu (⋮) and select Mark all not done to go back to Propra's automatic results.

Do skipped items count toward completion? Yes. Done and Skipped both count, but Skipped items stay labelled separately.

Can I see older months? Yes. Select the month name to choose any of the last 12 months.

When does next month's review appear? Propra creates the next month's review on the last day of each month.