Admin Tasks

Perform high-level administrative actions on your application.
Chart of Accounts
Manage your general ledger accounts, such as adding new expense categories.
Manage Accounts
General Journal
Manually create double-entry transactions for refunds, corrections, or other adjustments.
Create Journal Entry
DocuSign Go-Live Test
Your DocuSign account requires 20 successful API calls before it can be used in production. Click this button to send a test envelope to an email address.

A test envelope will be sent to this email address. You can use your own.

Successful Calls0 / 20
Set Opening Balances
Set the starting balances for your accounts. This should only be done once after a full data reset.

The total cash balance across all bank accounts on the start date.

The total rent owed by all tenants on the start date.

The system will automatically calculate the total property value based on the purchase prices you have entered for each property.

Financial Data Reset
Use this tool to completely wipe and reset all financial records, including your Chart of Accounts.