Record Property Management Transactions

Process property-management invoices and transfer records, extract the information needed by the agency, and prepare or record entries in the connected management or accounting system.

Setup learns where source documents arrive, which system receives them, the account and property mappings, duplicate checks, approval controls, and the evidence that must remain attached. A safe test prepares one proposed entry without posting it.

The owner remains responsible for accounting policy, account selection, tax treatment, approvals, and final posting. The agent must not create payments or commit entries during setup.