Help & Guide

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Help & Guide

Quick reference for tenants, payments, statements, and the dashboard. Use the sidebar Help link anytime.

0Premises plan

Site layout: DSQs (A, B), Main House (C, E, D), Shops (F, G), fronting Ssenoga - Nabeeta road. Unit letters align with tenancy keys (e.g. A → T-A-001).

DSQsAT-A-001BT-B-001MAIN HOUSECT-C-001ET-E-001courtDT-D-001SHOPSFT-F-001GT-G-001SSENOGA - NABEETA ROADMum NCM Zzana - unit letters match tenancy keys

1How the app is organised

  • •Tenants - enter each tenant once (name, key, rents, move-in, opening arrears, optional photo).
  • •Payments - record every payment received (one row per payment). Partial and catch-up payments each get their own row.
  • •Year View - fully calculated monthly balances for any year 2024-2040. Nothing to type here.
  • •Dashboard - arrears KPIs, tenants in arrears, and overall position. Driven by the As-of date.
  • •Bulk Entry - generate many payment rows at once (e.g. full year for all tenants), then apply them in one click.

2Adding & editing tenants

  • •Use the form at the top of Tenants to add a new tenant: Tenancy Key, Name, Move-in, Opening Arrears, and a monthly rent (applied to 2024-2028).
  • •Click Edit on a row to change details, set rent per year, move-out date, or upload a profile photo (JPG/PNG/WebP, max 2MB).
  • •Do not reuse tenancy keys. Keys are used to match payments to tenants.
  • •Opening arrears is the balance brought forward at 1 Jan 2024.

3Recording payments

  • •On Payments, enter Tenancy Key, Date Paid, and Amount. Optionally set Applies To if the payment should credit a different month than Date Paid.
  • •Use the search box to filter by key, date, notes, or amount. Click any column header to sort.
  • •For many months at once, use Bulk Entry: set Year, Start/End Month, Scope (all tenants or one key), then Apply.

4Downloading statements (CSV)

  • •On Tenants, set Statement from / to dates at the top.
  • •Click CSV on a tenant row for that tenant only, or Download all CSV for every tenant.
  • •The file includes monthly payments in the range, total paid, arrears at end of range, and compliance status.
  • •You can also download from inside the Edit tenant dialog.

5As-of date & compliance

  • •Dashboard uses the As-of date (editable on the Dashboard). Months after that date are not charged yet.
  • •Green = no arrears · Orange = up to 1 month of rent · Red = more than 1 month outstanding.
  • •Closing arrears carries forward from year to year automatically.

6Theme & account

  • •Toggle Dark Mode from the sidebar switch or the top bar. Preference is saved in this browser.
  • •Settings holds organisation preferences and notification toggles.
  • •Notifications lists sample arrears alerts (can be wired to live rules later).