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The Financial Control Center

Easily monitor and manage all your transactions

Financials

  • 1 FILTER YOUR VIEW

    Use the built-in standard views or create your own custom views to filter your transactions any way you like.

  • 2 DETAILS AT A GLANCE

    Instantly see the key facts about each fee, installment, down payment, or other transaction.

  • 2 STATUS

    Know the status of every transaction or payment at a glance.

Transaction Detail Page

Everything you ever wanted to know about a transaction

Financials

  • 1 WHO’S INVOLVED

    Get the key facts, including the account owner, contact info, reservations, and associated agreements. Find more details on any of these with a single click.

  • 2 STATUS AT A GLANCE

    The complete financial history of this transaction, including payments applied and open amounts.

  • 3 DUE DATES

    One glance shows you what is due, and when.

  • 4 FLEXIBLE DUE DATES

    Associate a due date with a milestone, and the due date automatically changes if the milestone changes.

Payment Schedules

Easily create payment schedules for any kind of project

Financials

  • 1 SCHEDULE OVERVIEW

    The basic facts about this schedule at a glance, including ownership and target completion date.

  • 2 PAYMENT TEMPLATES

    Each item in the payment series is called a payment template, and each is customizable. Together they add up to the complete schedule.

  • 3 FORMULAS

    Let Propertybase do the math. Easily create your own payment templates with simple, automated formulas.