Help Center
How can we help?
Step-by-step guides for everything in TenantLedger. Can't find what you need? Email [email protected] — a real person answers.
Getting Started
Set up your account, chart of accounts, team, and settings.
- Add a category
- Add a custom field
- Add a sub-account under a Chart of Accounts account
- Complete your Company profile
- Configure General Settings
- Customize your branding (logo and colors)
- Delete a category
- Delete a Chart of Accounts account
- Delete a custom field
- Delete a user
- Edit a category
- Edit a Chart of Accounts account
- Edit a custom field
- Edit a user
- Invite a team member (add a user)
- Set up your Chart of Accounts
- Set your account Timezone
- Understanding your Dashboard
- View and manage your Subscription
- View your billing and transaction history
Portfolio
Properties, units, owners, tenants, and vendors.
- Add a property
- Add a tenant
- Add a vendor
- Add an owner
- Add units to a property
- Delete a property
- Delete a tenant
- Delete a unit
- Delete a vendor
- Delete an asset
- Delete an owner
- Edit a property's details
- Edit a tenant
- Edit a unit
- Edit a vendor
- Edit an asset
- Edit an owner
- Enable Owner Portal access for an owner
- Enable Tenant Portal access for a tenant
- Track an asset for a property
- View available units and potential tenants
- What owners can see in the Owner Portal
Leases & Rent
Leases, charges, payments, credits, refunds, and move-ins/outs.
- Add a one-time (manual) charge to a tenant
- Apply an existing credit to a charge
- Create a lease (link a tenant to a unit and set rent and deposit)
- Delete a charge
- Delete a credit
- Delete a lease
- Delete a payment
- Delete a recurring charge
- Delete a refund
- Delete a rent increase
- Edit a charge
- Edit a lease
- Edit a payment
- Edit a recurring charge
- Handle a partial payment
- Issue a credit to a tenant
- Issue a refund to a tenant
- Move a tenant in
- Move a tenant out, remove a tenant, and end a lease
- Receive a payment across multiple charges (bulk receive)
- Receive a rent payment
- Record a rent increase
- Set up recurring charges on a lease (automate rent)
Money & Banking
Bank accounts, bills, deposits, checks, and owner contributions.
- Add a bank account
- Add a bill (vendor invoice)
- Create a deposit batch (group payments to match a bank deposit)
- Create a work order
- Delete a bank account
- Delete a bill
- Delete a deposit
- Delete a miscellaneous transaction
- Delete a recurring bill
- Delete a work order
- Delete an owner contribution
- Edit a bank account
- Edit a bill
- Edit a miscellaneous transaction
- Edit a recurring bill
- Edit an owner contribution
- Pay a bill
- Pay multiple bills at once
- Print a check
- Reconcile a bank account (monthly reconciliation)
- Record a miscellaneous transaction (other income not tied to a bill or charge)
- Record an owner contribution
- Reverse a deposit (returned or bounced payment)
- Set up a recurring bill
- Undo or delete a reconciliation
- Update or complete a work order
Financials, Reports & Integrations
Reports, QuickBooks, Stripe payments, and your marketing site.
- Connect QuickBooks
- Connect Stripe to accept online payments
- Export your data to QuickBooks
- Read the Financials overview
- Run a report (overview of the Reports section)
- Run a Tenant Statement
- Run the Balance Sheet
- Run the Cash Flow report
- Run the Delinquency / outstanding rent report
- Run the recurring schedules report (estimated upcoming charges and bills)
- Run the Rent Roll
- Run the Vendor Summary (for 1099s)
- Set up your Marketing Site
- View email delivery reports
Best Practices
Workflows and routines that keep your books clean, month after month.
- A reporting rhythm for your business
- Bank reconciliation best practices
- Chart of accounts and categorization best practices
- Common mistakes to avoid
- Expense and bill management best practices
- Filling vacancies efficiently
- Getting the most from portals and online payments
- Handling security deposits the right way
- Lease management best practices
- Maintenance and work order best practices
- Managing delinquencies and rent aging
- Month-end close: a step-by-step routine
- Owner relations, contributions, and distributions
- Rent collection best practices
- Setting up TenantLedger the right way
- Tenant move-in: a complete workflow
- Tenant move-out: a complete workflow
- Year-end and tax preparation checklist
Troubleshooting
When something won’t do what you expect, start here.