Knowledge Base 2

Proprio Expert Web: Version: 16.9.6

January 25 – 2022 Changes Logs Improved Tenant List Report Added : Option To Detail Tenant By Assignation / Tenants. Added : Option To Include / Exclude : Phone Number, Email Address, Birth Date, Rent Price. Added : Option To … Read More

User Rights Proprio Expert

Paying users Administrator Manager Assistant Janitor Restriction by company Restriction by assignment Access to the app Creation and management of user rights Buy Now Buy Now Buy Now Users included Signatory Landlord Tenant Consultant Restriction by company Restriction by assignment … Read More

Proprio Expert Web: Version: 16.9.5

17-January-2022 Changes Logs We don’t have any major changes, it’s only some minor bug fix. Fixed We fixed the Unit Set Minimum Rent Availability Date To Property ReadyForRentDate (Can’t be inferior to specified date). We fixed the Error When Removing … Read More

How to Make Sure That Your Trial Balance Balances

https://youtu.be/mMrX1Rnq458 You can watch the video procedure or follow the instructions below. Instructions 1. Go to the “Reports” tab, and click on “Trial Balance.” 2. Select the date of the trial balance, which should be the last day of the … Read More

Which Reports Do You Compare at the End of the Fiscal Year

https://youtu.be/QFPTCXp24Dg You can watch the video procedure or follow the instructions below. Instructions At the end of your fiscal year, you will need the balance sheet, the financial statements, the trial balance, and the age of accounts (aged trial balance). … Read More

How to Add a Tenant’s Banking Information

https://www.youtube.com/watch?v=2MnGKClFFmQ You can watch the video procedure or follow the instructions below. Instructions 1. Go to the “Data” tab and the “Contacts” subtab. 2. Click on the tenant you want to modify. 3. Click on “Edit” at the top right. … Read More

How to process a tax refund

When you receive a GST/QST refund, you must process it in the expense module of Proprio Expert Web. WARNING All refunds must be entered on the last day of the quarter requested. Example: For the period from January 1st to … Read More

Proprio Expert Web: Version: 16.9.0

25-November-2021Changes Logs Added We have added Moving Waldo as a free partner. Send MovingWaldo Email After Tenant Sign Lease. When you activate the partner MovingWaldo, every lease that you sign will be followed-up with an email giving access to your … Read More

How to Increase Rents

https://www.youtube.com/watch?v=adHjdK2dIoE You can watch the video procedure or follow the instructions below. Instructions 1. Go to the “Management” tab and the “Rent Increases” subtab. 2. In the “Select period” section at the top left, select all the periods except “181 … Read More

How to Find the List of Former Tenants

https://www.youtube.com/watch?v=h_J1syaPhAQ You can watch the video procedure or follow the instructions below. Instructions 1. Go to the “Data” tab and the “Contacts” subtab. 2. In the search bar at the top right, click on “Tenants – Former.” You have now … Read More