What expense records can I keep?
Record category, amount, payment date, notes and property/room context, with supporting receipts. Authorized users may edit expenses; ordinary expense deletion and receipt removal are not currently available. Deposit refunds are created through dedicated workflows, not ordinary expense creation.
What do income and profit mean on the dashboard?
Financial summaries use cash-based collection and paid expense records, with date filtering and recent monthly trends. Deposit receipts, deposit refunds and deposit-settlement offsets are excluded from operating totals. This is not a full accounting, tax-filing or bank-statement product.
Which figures change with the date filter?
The period affects financial figures and the trend ending month. Current unpaid/overdue invoices, occupancy, held deposits and recent collections use their own scopes rather than all following that period. Property and room pages also provide contextual finance views.
What appears in lease tasks?
Tasks include payment reports awaiting confirmation, eligible initial invoice preparation and unsettled leases, subject to role permissions. Opening a task only navigates to its workflow; it does not collect money, generate invoices or settle a lease. It is not an exhaustive list of every rental task.
Based on implemented features. AI access and notification channels have separate requirements.