Help Centre

What's in the ⋮ More actions menu on the Accounting page?

ForLandlordsProperty managers

Who can do this

Landlords and Organization users; each item follows a permission.

Where to find it

Accounting → ⋮ (More actions, beside Add transaction).

Steps

  1. Click ⋮. The items, in order, are: Run a report, Record Transfer, Transfer history, Record Journal Entry, Record Rent Payment, Reconciliation, Review Bank Feed, Import from CSV, Import from another platform, Export ledger (CSV), Export all accounting (ZIP), Recurring Invoices, Recurring Bills, Link Financial Account.

What happens next

Each item opens its own form or screen, covered in the articles below. Record Rent Payment is in chapter 10. Import from another platform opens Settings → Migrate data (chapter 02).

Good to know

  • Without Generate Financial Reports: no Run a report or export items.
  • Without Create Transactions: no record, reconcile, bank feed, import or recurring items.
  • Without Manage Bank Connections: no Link Financial Account.
  • Without Create Entities via AI: no Import from another platform.
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