Leases & Ledgers

The Leases section is your rent roll — every lease you manage, its terms, and its current balance at a glance. Open a lease to see its full ledger: every charge, fee, deposit, and payment in order, with a running balance that stays current.

The Rent Roll

Find it under Finance → Leases (also Revenue → Leasing → Leases). Every lease appears with its Tenant, Property, Term, Rent, Balance, and Status. Balances are color-coded — red when money is owed, green when the tenant is current or paid ahead (a credit balance). It’s the single view for seeing how your leased units are doing financially.

Lease statuses

The Lease Ledger

Open any lease to see its ledger — a chronological record of everything that affects the balance. Entry types: Rent, Late fee, Deposit, Utility, Payment, Credit, and Adjustment. Charges add to the balance owed; payments and credits reduce it. The ledger header summarizes total charged, total paid, and the current balance.

Each entry shows against a running balance, so you can always see what’s owed and how it got there. Record a payment or add a late fee and the balance updates live. The same ledger is reachable from the tenant’s contact record, so you can get to it from wherever you’re working.

Ledger actions

Each lease stores its own late fee amount and grace days, so late fees are applied consistently against that lease’s terms.