Shown on the letterhead of your tenant PDF statements.
The fiscal year and period these expenses cover — shown on the summary and tenant letters.
Build a reusable adjustment — like an occupancy gross-up or a management fee target — then apply it to any expense line below. Or skip this and just type a number directly into a line's Adjustment field.
Group expenses into one or more pools. Different tenants can be assigned to different pools.
Add each tenant, assign their expense pool, and enter their pro-rata share and amount already charged for each category.
Set up your expense pools in Step 2 first — imported tenants are matched to a pool by name. Pro-rata share, base year, and total charged apply to that tenant's first expense category — leave pro-rata blank for tenants set to Auto.
Total owed and amount due (or credit) per tenant, across all categories.
A full record of every expense, adjustment, and note across all pools — for your own files, not shown to tenants.
This closing message appears at the bottom of each tenant's letter. A different default is suggested depending on whether that tenant owes money or has a credit — edit either before generating the PDF.
Export, save, and load are included with full access. Save downloads a small file to your own computer with everything you've entered — nothing is stored on our servers.