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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.

2

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

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.
4

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

5

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

6

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

That’s it. If it is not in one of those, ask Lotly AI in the portal.