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- Rental Payment Platform
- Who it's for
- Property management groups
Property management groups
Property management groups need a clear path from a lease obligation to a posted invoice and an applied provider receipt. Separate organizations keep their own accounting periods and accounts while operations staff can follow permitted work across the group.
How Rental Payment Platform is set up for you
Expected rent
Enter the lease, due date and amount on a rent schedule linked to its document.
Financial review
Give an independent Accounting Reviewer the submitted revision and supporting evidence.
Collected cash
Match verified provider receipts to the business partner before application.
Entity books
Post journals using accounts and periods for the document's organization.
Property management groups need a clear path from a lease obligation to a posted invoice and an applied provider receipt. Separate organizations keep their own accounting periods and accounts while operations staff can follow permitted work across the group.
Begin with one organization and a small set of representative leases. Configure its active partners, accounts and open period. Prepare a rent schedule and invoice, review them, post the approved document, then apply a partial verified receipt. Check that the remaining balance and provider event identity stay visible. Once this case works, add another organization and test that staff see only their authorized scope. Use [implementation](/rental-payment-platform/implementation) to plan that sequence.
Use the second organization to test a concrete boundary: its reviewer should see its submitted work, while a preparer from the first organization should not approve or change that work. Check the journal lines against the second organization’s active accounts, and inspect the period dates before posting. Keep each receipt linked to the matching partner and document.
Features to start with
Roles on the team
- Accounting Preparer
- Prepares documents, lines and rent schedules for review.
- Accounting Reviewer
- Decides submitted revisions independently of preparation.
- Ledger Accountant
- Maintains accounts and periods and posts balanced entries.
- Cash Reconciler
- Matches verified receipts with posted documents.
- Operations Manager
- Oversees exceptions, organization scope and finance operations.
Set up Rental Payment Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.