Quick Training Guide - 5 min videos
Tenant Expense Recoveries
This video shows you how to bill an owner with a tenant expense recovery. This means the owner receives a bill to a vendor but the tenant does as well. So while the owner might pay it initially they will be reimbursed once the charge is paid either by the tenant OR the tenant's Deposit.
How to Enter an Invoice
Here's a quick guide on how to enter invoices by yourself as well as how to utilize the sheet the best while working with PMiBooks. This video demonstrates the mark up feature as well.
Move Ins
This is a training on how to get a tenant into PW quickly so they can make their first payment through PW. It is NOT a complete lease set up tutorial, how ever still helpfull when wanting to get your tenant in over the weekend without immediate access to your books keeper.
Management Fee Calculator
This is a tutorial on how to utilize the management fee calculator. This system is very manual and we have since ofund a way to automate HOWEVER, if your management fee is a flat fee for any or all of your owners this is the video for you.
Owner Draws (2 ways)
This is a short guide on how to process owner draws. There is a more detailed process of how owner draws should be done each month but this is the final step to that process: payment.
Late Fees and Mass Change
Owner Statements
The Director of PMiBOOKS shows you how to edit, filter, and set a new default for owner statements.