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Archive for September, 2011

New Search Features

September 22nd, 2011 No comments

It is now easy to quickly locate a tenant, property, owner, bank account, or even individual transactions from anywhere in the application.  Just click the search icon in the upper-right corner.  The layout is familiar and easy to use.   Simply start typing what you want to search for and click Search.  That’s it!

Here’s some example uses of the new search.

  • Want to find tenant “Joe Smith” quickly?  Type in Joe Smith into the search bar (or just a portion of his name) and click Search.
  • Trying to figure out what the $95.23 charge on your bank statement was?  Just type in 95.23 in the search bar and it will bring up every transaction in the system matching that amount.
  • Want to find the tenant with phone number 541-690-8667?  Just type in 8667 into the search bar, and optionally filter only by tenants and it will automatically search by phone numbers.
  • Need to find the expense for check number 1022?  Type in 1022 into the search.

To the right of your results will be quick actions you can take.  For properties and tenants you can edit, enter ledger, post payments and charges right from the search results (see icons on the right).   Transaction matches give the option to edit the transaction from the search results, and owners/accounts give edit and ledger quick actions from the search results.


Note: The match ’123′ above matched numerous entries that don’t have ’123′ in their names.  This is because those entries had the value ’123′ somewhere within.  For example, the transaction for ‘Rental Income’ matched because the check number entered was check number ’123′.  You can use the filters to reduce the results in your searches too!

 

Merchant Accounts Available

September 13th, 2011 No comments

After a brief delay in taking new merchant applicants, we are now again accepting EasyPay (with merchant account) applications.  We’ve updated our vendor for merchant accounts to a vendor very familiar with the property management industry.  This amounts to lower per-transaction costs, and a more stable platform for property managers.  Along with ACH, you can also accept payments by credit card for both rent and rental application payments.

The cost structure has also been simplified and per-transaction costs reduced.  Here’s a sample of what the cost structure looks like:

Monthly: $19.95
ACH Per Transaction: $0.75
CC Per Transaction: $0.10 + 2.5%

With your own merchant account, ACH payments fund to your account in 4 business days, while CC transactions are even sooner.  Compared to a traditional EasyPay account, this can be as much as 10 business days sooner.

To get setup with your own merchant account, login, then visit Settings, Setup EasyPay.  Download the application, and return all the supporting documents as explained on Page 3.

Undo Deposit Entries – Fixing Mistakes

September 7th, 2011 1 comment

Sometimes a deposit entry get flubbed and the best way to fix it is to just undo the entire deposit and start from scratch doing it right the first time.

Previously this process was not very intuitive and involved individually modifying each transaction.  Now it’s much easier.  When you are viewing your deposit you’ll now see a link labelled [undo].  Clicking this link will open up a confirmation window and when you click Undo Deposit, all the funds are removed from the deposit and placed back into your Undeposited Funds account where you can then re-do your deposit correctly.

Not currently using Rentec to manage your deposits?  It can save a lot of time and keep your records straight.  See our original feature post on undeposited funds and deposit support.