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Where everything lives

Most "where is it?" questions come down to two menus: Office and Tools. Here is what sits under each item.

1

Rentals — your properties, units and leases, plus Listings for advertising and Showings for tours.

Left menu with Rentals Click Rentals
2

People — Tenants, Vendors, Employees (your team), Prospects (leads) and the Waiting List.

Left menu with People Click People
3

Office — the money side. Accounting has its own side menu: Banking, Transactions, Bills, Checks, Registers, Reconcile, Budget and more. Reports, Files and E-Sign are the other tabs.

Bank setup is Office → Accounting → Banking, not under Settings.
Left menu with Office Click Office
4

Tools — the rest: Tasks, Notes, Fraud Prevention, Homes, Violations, Rent Increases, Evictions and Lot Inspector.

Left menu with Tools Tools
5

Communication — Direct Messages, Announcements, Send Mail, Text and Call.

Left menu with Communication Communication
6

Settings — Company Information, Personal Information, Bank Accounts, Tenant Portal, Notification Settings, Billing and Users.

Left menu with Settings Click Settings
That’s it. If it is not in one of those, ask Lotly AI in the portal.