Steps to follow Following the adoption of Bill 31, we have added notice to new tenant (Maximum rent) and notice to new tenant (last rent paid). Here’s how to find them when creating a new lease. 1. Once inside the lease, go to window 7. You’ll see a tooltip below the document section. 2. You’ll…
Steps to follow When you export your Excel file, it’s exported in XLS format, with cells containing numbers in text format. In order to use the sums and other tools, you’ll need to convert the cells to “number” format. 1. Go to “Reports” in the left-hand menu 2. Click on the desired report. 3. Click…
This video procedure is available with English subtitles. Start the video, click on “⚙️” and on “Subtitles,” and choose “English (Canada).” Steps to Follow 1. Go to the “Data” tab and the “Contacts” subtab. 2. Click on “Users” at the top right. 3. Select the user you want to remove access from. 4. Click on…
Steps to Follow 1. Go to the “Data” tab and the “Units” subtab. 2. Click on the unit you want to deactivate. 3. Click on “Delete” at the top right. 4. To deactivate the unit, click on “Deactivate” at the bottom right. *A dialog box may appear telling you that you cannot delete the unit…
Steps to Follow 1. Go to the “Data” tab and the “Properties” subtab. 2. Click on the search bar at the top right. 3. Click on “Inactive Properties.” 4. Click on the property you want to reactivate. 5. Click on “Activate” at the top right. The property is now reactivated. Do you want to reactivate…
Steps to Follow 1. Go to the “Data” tab and the “Properties” subtab. 2. Click on the property. 3. Click on “Edit” at the top right. 4. In the sixth page of the dialog box, click on “Select a file” for the type of document you want to add. 5. If you want to add…
Steps to Follow 1. Go to the “Data” tab and the “Companies” subtab. 2. Click on the search bar at the top right. 3. Click on “Inactive Companies.” 4. Click on the company you want to reactivate. 5. Click on “Activate” at the top right. The company is now reactivated.
Steps to Follow 1. Go to the “Data” tab and the “Companies” subtab. 2. Click on the search bar at the top right. 3. Click on “Inactive Companies.” 4. Click on the company you want to reactivate. 5. Click on “Activate” at the top right. The company is now reactivated. Do you want to reactivate…
Steps to Follow 1. Go to the “Data” tab and the “Companies” subtab. 2. Select the company to which you want to add a logo. 3. At the bottom of the dialog box, in the “Logo” section, click on “Select a file.” 4. Browse your computer to find the file of the logo, and upload…
Steps to Follow 1. Go to the “Data” tab and the “Contacts” subtab. 2. Click on the contact you want to edit. 3. Click on “Edit” at the top right. 4. In the fifth page of the dialog box, change the role of the user to “Assistant.” 5. To restrict the assistant’s access to specific…
Steps to Follow 1. Go to the “Data” tab and the “Contacts” subtab. 2. Click on the contact you want to edit. 3. Click on “Edit” at the top right. 4. In the fifth page of the dialog box, change the role of the user to “Janitor.” 5. To restrict the janitor’s access, check “Restriction…
Steps to Follow 1. Go to the “Data” tab and the “Contacts” subtab. 2. Click on the contact you want to edit. 3. Click on “Edit” at the top right. 4. In the fifth page of the dialog box, change the role of the user to “Manager.” 5. To restrict the manager’s access, check “Restriction…
