Updated almost 2 years ago on . Most recent reply
Reconciling balances in Appfolio
My PM used to use a software rentec, and rentec would give you a running tally of cash in/cash out across your whole portfolio. That way there was transparency on what your balance/distributions should be. However, the PM recently moved to app folio. App folio has a dashboard home page that shows cash in/cash out but it does not show the balance you may have carried over from the prior month. Additionally, App folio has a feature called an owners packet that does show the balance and cash in/cash out per property. But it does not tally that across your whole porfolio so you can get a sense of what your total balance should be.
Curious, has anyone figured out a way to get better transparency into the cash in/cash out of your total portfolios balance in app folio?