SimplifyEm – Property Management FAQs

General FAQs

1. How many rental properties does SimplifyEm.com Property Management Software support?
2. What features does SimplifyEm.com offer?
3. How much does SimplifyEm.com cost?
4. Can I export my data?
5. I am a returning user and having trouble logging in
6. How can I be assured my data will be kept private and is my data secure?
7. What browser does SimplifyEm.com support?
8. Is there any training available if I need it?
9. How do I make a payment?

Getting Started

1. Attend a Webinar to learn more on how to use SimplifyEm.com Property Management Software

Tracking Properties

1. How many rental properties does SimplifyEm.com Property Management Software support?
2. How can I add property owner information to a property?
3. Where can I generate the list of property owners and their properties?
4. I am a property manager. How can I use SimplifyEm.com Property Management Software to track properties for my clients?
5. How can I edit the property owner name for my property?

Data Entry on the Worksheet

1. What is a worksheet?
2. How should I use the worksheet?
3. How can I enter my transactions?
4. How do I enter multiple transactions for the same expense or income row in a month?
5. Why is Insurance and Taxes in the Loan Section?
6. How can I enter a one-time transaction that is not on the worksheet?
7. How can I delete my transaction?
8. How can I enter date for a transaction?
9. How can I add notes to a transaction? Where do these notes show up?
10. How can I attach receipts/documents to my transactions?
11. How can I split a transaction?
12. Why can’t I split an income transaction?
13. What is “Adding Recurring Rules” do?
14. How do I cancel a rule?
15. How do I track utility amounts to be collected from tenant that are paid by me?
16. How do I not show Late fee collected from tenant,on the Owner Report?

Tracking Rents on Worksheet

1. How does SimplifyEm.com Property Management Software track my rent payments received?
2. How do I enter overdue rent?
3. What are all these “Allocate” windows all about?
4. Will SimplifyEm.com Property Management Software tell me my tenant is overdue?
5. How do I enter partial rent payments that I receive?
6. What happens to allocations when rules are entered?
7. How do I edit the rent transaction amount after it has been allocated?
8. How do I edit the rent allocations that were done for me by SimplifyEm.com Property Management Software after the fact?
9. How do I see how much the tenant owes me?
10. How can I forgive an overdue rent payment?
11. How do I record late fees?
12. Why aren’t my rent transactions showing up on the Tenant Rent Allocation report?
13. What happens when I un-allocate a rent amount?
14. How do I enter a rent transaction for rent I collected early?
15. How do I enter rent transaction for the initial month of a lease that starts mid-month?

Working With the Worksheet

1. How do I create rows on the worksheet?
2. If I don’t need a row anymore, how do I hide it on the worksheet?
3. How do I delete a row on the worksheet?
4. How do I change the year or month on the worksheet?
5. How does the “search bar” work in SimplifyEm.com Property Management Software?

Generating Reports

1. How can I generate an income and expense/cash flow report for a month?
2. How do I generate a rent roll report for my properties?
3. Is there a report that shows me how much a particular tenant owes me?
4. How do I print my reports?
5. As a property manager, how can I send individual tenant reports to the property owner?
6. Will the payment history report reflect all the rent collected from the beginning of the lease?
7. How can I generate an income and expense/cash flow report for a specific time interval?
8. How can I give my CPA a tax report?
9. How do I do year end adjustments for accurate mortgage interest, insurance and property tax reporting?
10. How can I generate the payment history report for a tenant who has moved out?
11. As a property manager, how can I brand my reports?
12. I am a property manager. Do you have a report that I should send to my Property Owner Clients to let them know about the monthly statement?
13. How can I generate Vendor Balance Reports?

Portals

1. How do I setup a place for Tenants/Owners/Vendors to login to see their information?
2. What kind of information can be published there?
3. How can I unpublish a document?
4. What kind of scanned attachments can be shown and for what documents?

Tasks

1. Can I keep track of maintenance requests, building maintenance and work orders?
2. Can tenant initiate maintenance requests from their portal?
3. Can I create Recurring tasks for regularly scheduled activities?
4. Can I create work orders that record expenses and vendor payments once task is closed?

Tenant Screening

1. If I want to setup advanced tenant screening, what is required in office visit?
2. How much does a tenant screening cost?

User Permissions

1. How do I setup additional user emails with access to my account?
2. What kind of permission setting configuration is allowed?

Automation

1. How does Simplifyem.com create Automatic PM fees for you?
2. How does Simplifyem.com create Automatic Late fees for you?
3. How can you Automate sending of Rent Receipt?

Managing Tenant and Lease Agreement Information

1. Where do I enter a lease for my tenant(s)?
2. How do I move out or delete a tenant?
3. How do I track security deposits?
4. How do I delete a tenant row?
5. How can I add notes to my lease terms? Where do these notes show up?
6. How do I view my lease terms?
7. How do I edit my lease terms?
8. How do I get rid of a bad lease that was setup?
9. How do I handle rent increases for a tenant without losing transactions that were recorded under an old lease?
10. How do I track multiple tenants residing in the same unit?
11. How can I enter my old tenants’ lease transactions, and continue to enter new tenant information for someone who moved into the same unit?
12. How can I automate or print rent reminders for my tenants?
13. How can I print my monthly rent reminder(s)?
14. How can I view all the rent reminders for my tenant(s)?
15. How is the Billing history different from the payment history report?
16. How can I add new tenants to my properties?
17. Why can’t I assign a new tenant to a unit?
18. How can I move back in a tenant that I moved out by mistake?
19. How do I send a late rent notice to my tenant, which shows the late fee(s) due?

Online Rent Payment

1. Can I choose which unit/tenant to enable for Online Rent Payment?
2. Can I use SimplifyEm.com Property Management Software without Online Rent Payment?
3. Why should I use Online Rent Payment?
4. Why should my tenant setup Online Rent Payment?
5. Does my SimplifyEm.com Property Management Software Online Rent Payment subscription include a place where my tenants can sign in?
6. How do I setup Online Rent Payment for my tenant?
7. What does my tenant need to sign up to pay rent online?
8. Once a tenant’s rent payment is withdrawn, will I be notified?
9. How much time does it take to receive rents through SimplifyEm.com Property Management Software?
10. What happens if the rent is not withdrawn in time or when the tenant does not have enough money in their bank account?
11. How much does Online Rent Payment really cost? Are there any hidden fees?
12. Can I change the bank account that the rental payments are going in to?
13. If all my tenants pay via Online Rent-Payment, will I never have to record rents again?
14. How do I record a rent payment collected when there are insufficient funds in my tenant’s bank account?
15. Why do I see a pending state even after I verify my bank account? What am I doing wrong?
16. Will I be notified when the tenant is setup and ready for Online Rent Payment?
17. Can I setup rent reminders for my tenant with online rent payment?
18. How does allocation of rent payments work with Online Rent Payment?
19. Why does Online Rent Payment get suspended when I edit the tenant’s lease terms?
20. Why do I see Online Rent Payment suspended for a tenant?
21. Why can’t I delete my tenant row on the worksheet?
22. What happens if my tenant cancels Online Rent Payment?
23. What happens if I decide to cancel Online Rent Payment for my tenant? Will I lose the recorded rent amounts? How will I know the money transfer discontinued?
24. How can I refund a rent payment?
25. Can I skip/Resume an Auto payment?
26. Can I stop Auto rent payment?
27. Can I make a One time Payment using Simplifyem.com’s Online Rent Payment option?
28. Can the tenant pay the Online Rent Payment charges?
29. How can I pay a specific amount only one time?
30. Can tenants pay online rent via Credit Card?

Upgrading to Premium

1. What features does SimplifyEm.com Property Management Software offer?
2. How much does SimplifyEm.com Property Management Software cost?

Your Account Settings

1. How can I edit my contact information?
2. How can I change the email address where I receive all my SimplifyEm.communications?
3. Where do I change my password?
4. How do I change my login email ID?

Managing Property Owners

1. What is the owner page for?
2. How can I add the owner’s information to a property?
3. Where can I generate a list of property owners and their properties?
4. I am a property manager. How can I use SimplifyEm.com Property Management Software to track properties for my clients?
5. How can I edit the property owner’s name/info?
6. How is an Owner’s beginning balance recorded?
7. How do I record an Owner Draw or Owner Contribution?
8. How can I edit an Owner Draw or Owner Contribution?
9. I am a property manager. Do you have a monthly statement that I can send to my Property Owner Clients?

Managing Vendors

1. What is the vendor page for?
2. Do I have to use the vendor page?
3. How can I add vendor information in SimplifyEm.com Property Management Software?
4. How is a Vendor’s opening balance recorded?
5. How can I generate a list of all my vendors and their contact information?
6. I pay my vendors at the same time that I input my expenses in SimplifyEm.com Property Management Software, do you handle that?
7. How to Create/Update/Delete Vendor Payments?
8. How does the Auto Allocation work in Vendor Payment?
9. How can I generate Vendor Balance Reports?

Managing Banks

1. What is the Banking Center for?
2. Do I have to use the Banking Center?
3. How can I add Banking Information?
4. How do I map transactions, owners and vendors to Bank Accounts?
5. How do I take rental income and owner contributions and turn them into bank deposits?
6. How do I look at my bank balance(s)?
7. How do I see a record of all my undeposited income amounts?
8. How do I setup check printing?
9. Can I make some owner and vendor payment printable checks by default?