Proprio Expert
The property management software that gives you more time for what really matters!
General
- How to create a contact/tenant?
- How to create an access for a landlord?
- Where can I find the user or profile number in Proprio Expert?
- Quick start
- How to remove access to a user?
- How to create a lease?
- How to add a departure date to a lease or a tenant?
- How to add a document to a contact's file?
- How to add a landloard to a property?
- How to add a logo to a company?
- How to add a unit?
- How to create a company?
- How to change the duration of a renewal?
- How to add photos to a property?
- How to create a property?
- How to create a supplier?
- How to create an access for a: consultant, manager or assistant
- How to create an acces for a janitor?
- How to deactivate a company?
- How to deactivate a property?
- How to deactivate a unit?
- How to reactivate a deactivated company?
- How to reactivate a deactivated property?
Accounting
- How to add a bank account?
- How to add an account to the char of accounts?
- How to add a credit card to a company?
- How to create a deposit?
- How to create an expense?
- How to create an invoice for a contact?
- How to give a tenant one free month?
- How to give a tenant a discount?
- How to make a tax payment?
- How to charge a tenant for an additional amount?
- How to print cheques?
- How to enter a rent payment made in multiple installments?
- How to enter a prepaid rent?
- How to add a rent payment?
- How to register a tax return?
- How to modify the rent of the first month?
- How to modify a rent payment?
- How to pay off a credit card?
- How to pay an expense?
- How to delete a payment for an expense that was recorded in error?
- How to delete a rent payment?
- How to delete an invoice created manually?
- How to account for vacancies?
- How to create a budget?
- How to complete a bank reconciliation?
- How to transmit electronic payments?
- How to enter interest income in the general journal?
Advanced Accounting
- How to authorize the modification of accounting data outside the financial period?
- How to add a tenant’s bank information?
- How to add a supplier’s banking information?
- How to add an additional service during the lease - change the lease?
- How to add an additional service during the lease - manual invoice?
- How to collect rents automatically?
- How to change the first billing date of a deposit?
- How to enter income interest - manual invoice?
- How to create a supplier when you create a expense?
- How to create a chargeable service?
- How to enter a purchase discount?
- How to invoice management fees?
- How to charge an expense to a managed company?
- How to generate the TP.1086.R.23.12 report?
- How to create a pre-authorized debit file?
- How to print multiple cheques at once?
- How to write a returned cheque and charge the additional fee to the tenant?
- How to write a cheque returned to the tenant free of charge?
- How to register a security deposit?
- How to record a unit rent payment with two tenants but one payer?
- How to enter different payments per payer?
- How to enter a rent payment when tenants pay half-and-half?
- How to enter a bad debt?
- How to link an expense account to a supplier?
- How to pay my suppliers by direct deposit?
- How to pay multiple expenses with one cheque?
- How to use an expense as a model?
- How to create a new entry in the general journal using an old entry as a template?
- How to use a manual invoice as a template to avoid retranscription?
- How to refund a security deposit to your tenant?
- How to specify the date of your financial period?
- How to pay rent with a security deposit?
- How to create a recurring expense?
Letters and Notices
RL-31 Slip
- How to request my preparer number from Revenu Québec
- How to produce the RL-31 Slip?
- How to correct a non transmitted RL-31 Slip?
- How to edit your RL-31 slip?
- How to cancel a RL-31 Slip?
Statements
- How to change the language of a report?
- How to export a report to Word, Excel or PDF?
- How to make sure your trial balance balance?
- Which reports to compare at year end?
Rental Management
- How to increase rents and renew leases?
- How to create a communiqué?
- How to create a reminder?
- How to create an appointment?
- How to create a work?
- How to create a service call?
- How to create a note?
- How to create a task?
- How to manage documents with electornic signatures?
- How to advertise your units on our rental portals?
- How to search for a document?
- How to find the list of former tenants?
- How to find the list of current tenants?
Communication with Tenants
- How to create a contact group?
- How to create a dispute?
- How to send a late payment notice to a tenant?
- How to send an email?
- How to send a text message?
- How to send a report by email?
- How the tenant access works?
- How to edit a contact group?
- How to delete a contact group?
- How to send a certified email with Pronotif?