Accounting & Reporting

AppFolio Property Manager is based on a complete and solid accounting software system that was built specifically for property management professionals.

AppFolio Property Manager
ACCOUNTING & REPORTING  | Back to top
Introduction

Access insights and real-time data at your fingertips.

Seamlessly pay owners and vendors each month.

Streamline rent week with online payments.

Accountants that really, really care about efficiency in this industry have to migrate to AppFolio. It’s absolutely essential—it’s a must.
Jeff Murphy Howard Management Group

JEFF MURPHYHoward Management Group

JEFF MURPHYHoward Management Group


Accounting

Robust Accounting Features for Improved Business Insight and Decision-Making

AppFolio's Robust Accounting Features

The truth is that you can have all the features in the world and they wouldn’t matter if your accounting doesn’t function properly—this is the heart of your company. AppFolio Property Manager offers robust property management accounting software with real-time flexible reporting so you can feel confident everything in your business is running smoothly.

AppFolio - Entering Bills Is Quick and Intuitive
Entering Bills Is Quick and Intuitive

We leverage the Universal Search feature to make entering bills simple and intuitive. Just search for the bill you need, enter the correct information and you’re done. You can create one-time and recurring bills to assign expenses to any property or general ledger account code.

AppFolio - Create Property Level Budgets
Create Property Level Budgets

With all of the accounting data stored in AppFolio you can track the current budget and compare to actual income and expenses for each property. This simplifies the process and ensures consistency during the budgeting cycle as you avoid entering data in multiple places.

AppFolio - Manage Rentable Items
Manage Rentable Items

Common items typically rented to residents include extra parking spots, covered parking, or storage sheds. You have the flexibility to add the items that are relevant to each property and easily set them to show up as recurring charges on the property record.

AppFolio - Quick Bank Reconciliation
Quick Bank Reconciliation

Doing bank reconciliations manually can take hours each month. AppFolio makes this easier by allowing you to sync your bank accounts in AppFolio with your actual bank statements and quickly reconcile each month, without having to review every single transaction.

Eric Davis, Eric Davis Group
AppFolio has helped me grow my business because the straightforward, logical accounting system is easily understood by employees and owners alike. Confidence in my numbers has given me the freedom to double my business since adopting AppFolio. Eric Davis, Eric Davis Group

ERIC DAVIS   Eric Davis Group

I'm ready to love my software!

FREE DEMO
Flexible Reporting

Real-Time, Customizable Reporting for How You Do Business

AppFolio - Real-time, Customizable Reporting for How You Do Business

AppFolio offers an extensive collection of reports for your residential, commercial, student housing, and HOA properties, with more reports being added all the time. Reports are easy to customize: you can adjust columns, select different fields and sort by different titles. Links within the reports allow you to drill down on specific items so you can get all of the information you need.

Just a few of our report options include:
  • Owner Statement
  • Income Statement
  • Cash Flow Statement
  • Balance Sheet
  • Trial Balance
  • Bank Account Activity
  • Delinquency
  • Rent Roll
  • Aged Receivables
  • Aged Payables
  • Leasing Summary
  • Owner Summary
  • Lease Expiration
  • CAM Reporting
  • Association Reports
  • Owner Statement
  • Income Statement
  • Cash Flow Statement
  • Balance Sheet
  • Trial Balance
  • Bank Account Activity
  • Delinquency
  • Rent Roll
  • Aged Receivables
  • Aged Payables
  • Leasing Summary
  • Owner Summary
  • Lease Expiration
  • CAM Reporting
  • Association Reports
  • Owner Statement
  • Income Statement
  • Cash Flow Statement
  • Balance Sheet
  • Trial Balance
  • Bank Account Activity
  • Delinquency
  • Rent Roll
  • Aged Receivables
  • Aged Payables
  • Leasing Summary
  • Owner Summary
  • Lease Expiration
  • CAM Reporting
  • Association Reports
Thomas Martinelli, Realty & Property Management
Easy-to-download reports or accounting documents through email create a paperless file for all properties, thus saving hundred of dollars in paper. Thomas Martinelli, Realty & Property Management

THOMAS MARTINELLI   Thomas Martinelli Realty & Property Management


Online Rent Payments

Online Rent Payments

A built-in, complete Online Rent Payment Platform for accepting rent online is a game changer for you and your renters!
AppFolio - Online Rent Payments
AppFolio’s Online Rent Payment Platform enables you to:

Stay ahead of the competition with modern tools

Cut time spent on rent week activities in half

Reduce costs associated with paper checks

Improve resident retention

Securely collect rent online 24/7

Simplify reconciliation and reporting

Accept Rent and Application Fees Via Credit, Debit or eCheck
AppFolio - Accept Rent and Application Fees Via Credit, Debit or eCheck
Accept Rent and Application Fees Via Credit, Debit or eCheck
  • Prospective renters can pay application fees seamlessly with their credit card.
  • Current renters can make online rent payments with credit cards (or debit cards) through our easy-to-use online portal.
  • Renters can securely pay rent directly from their checking or savings account to your operating account with eCheck (electronic funds transfer)—it’s free for you and your renters!
AppFolio - Accept Rent and Application Fees Via Credit, Debit or eCheck
Electronic Cash Payments: No More Cash or Money Orders
AppFolio - Electronic Cash Payments: No More Cash Or Money Orders
Electronic Cash Payments: No More Cash or Money Orders
AppFolio - Electronic Cash Payments: No More Cash Or Money Orders

Did you know that 24% of U.S. families don’t have a credit card or debit card—they use cash or money orders to pay rent each month. AppFolio’s Electronic Cash Payments offer an alternative to the risky business of accepting cash or money orders in your property management office. Renters who pay in cash or money order from a 7-Eleven or ACE Cash Express can avoid going to your office during business hours or worrying about dropping a money order in the after hours drop box. This service is completely built into AppFolio Property Manager, allowing your staff to avoid manual data entry and eliminating the risk of money order theft.

Jared Gruber, Jared Gruber Real Estate
The vast majority of our tenants pay online. This is great because it makes accounting way easier for us. We’re not doing bank runs with hundreds of physical deposits. Jared Gruber, Jared Gruber Real Estate

JARED GRUBER   Jared Gruber Real Estate

AppFolio’s Simple Pricing, No Hidden Fees

Simple Pricing, No Hidden Fees

We make it easy to understand and easy to plan for.

AppFolio’s Simple Pricing, No Hidden Fees SPEAK WITH SALES
RUBS

Ratio Utility Billing

Ratio Utility Billing (RUBS) allows you to recover utility costs rather than simply absorbing them as a cost of doing business. The property manager receives additional management fees because there is an increase in revenue on the properties and the owner collects more revenue each month.

No painful integrations, spreadsheets, or manual process

Maximize your revenue (it's free!)

Simplify with convergent billing

Residents use fewer resources when billed back for utilities


Bulk Tenant Charges

Bulk Tenant Charges

AppFolio - Bulk Tenant Charges

When you have multiple units with similar charges each month, such as utility charges, you can create tenant charges in bulk by uploading a pre-formatted spreadsheet with charge details into your AppFolio Property Manager database. Simply download the template to your computer and fill our charge amounts per unit, or send the spreadsheet to your utility company to fill out with charge amounts on your behalf.

Once the spreadsheet is completed it can be uploaded directly to AppFolio. All of the charges entered on the spreadsheet will be automatically created as Tenant Charges in your database, saving you time spent on manually entering multiple Tenant Charges.

AppFolio - Bulk Tenant Charges

CAM Tracking

Common Area Maintenance (CAM) Tracking & Reconciliation

AppFolio - Common Area Maintenance (CAM) Tracking & Reconciliation

You no longer need to wait to reconcile CAM once a year due to the time it takes to compile bills and calculate the amount tenants are responsible for based on their lease terms. AppFolio’s CAM functionality allows you to easily track, bill, and reconcile the shared common area expenses and income for your commercial properties whenever necessary based upon your business practices and agreements with commercial tenants.

Ned Skanchy, Urban Hive Properties
AppFolio's CAM feature is so easy and intuitive it allows me to track and reconcile CAM expenses and income for my properties whenever necessary from right within the software, which saves me significant time and allows me to focus on growing my business. Ned Skanchy, Urban Hive Properties

NED SKANCHY   Urban Hive Properties


Holding Deposits

Simplify the Management of Holding and Security Deposits

AppFolio - Simplify the Management of Holding and Security Deposits

AppFolio gives you the ability to set a key account for holding deposits. Easily manage multiple applicants to fill vacancies for future tenancy and move the deposit from a holding account to security deposit account. The holding deposit will reside in escrow until the unit becomes available. The hold deposit may be refunded in full or in part to applicants who do not end up moving into the unit.


Online Security Deposits

Online Security Deposits at AppFolio

AppFolio customers with online payments enabled may select to also enable online payments of security deposits. This reduces the hassle of managing security deposit payments and helps encourage tenants to set up online rent payments.

Online Security Deposits at AppFolio

Automated Late Fees
Late Fees are Assessed Accurately with AppFolio

Save Time with Automated Late Fees

Late Fees are Assessed Accurately with AppFolio

AppFolio's Late Fee functionality ensures that fees are assessed accurately and on time according to your lease agreements. You can charge late fees globally or by property group; run late fees multiple times; and select an hour (local time) for AppFolio to automatically run the late fee function and post base late fees on the last day of the grace period each month.


AP Approval Process

AP Approvals

AppFolio's Invoice Approval Feature

The AP Approval feature prohibits a bill from being paid until it is approved by an authorized user. This helps streamline your payables process and prevent unapproved or incorrect bills from being paid in error.


Security

AppFolio Keeps Your Business Data Safe and Secure

AppFolio's Role-Based Security
Role-Based Security

When using AppFolio Property Manager you can define roles that provide different levels of access to your users. Depending on the role, the user has access to view and modify specific items, giving you increased security and control. This allows you to distribute more work to the on-site staff in a controlled and managed environment.

AppFolio's Role-Based Security
AppFolio's Two-Factor Authentication
AppFolio's Two-Factor Authentication
Two-Factor Authentication

AppFolio cares about keeping your sensitive business data protected from phishers, fraudsters, or unwanted users.

When two factor authentication is enabled, an additional step is added to your regular AppFolio login process on any device. Instead of only entering your email and password, you will be required to enter a verification code received via SMS text message to the mobile phone number of your choice. Even if your email and password are acquired by an unauthorized user, they would not be able to log in without the verification code.

Don't Fear the Auditor - eBook

Don't Fear the Auditor

Don't Fear the Auditor - eBook

Are you ready for your next audit? Audits can be scary; this guide outlines how to prepare for and pass your next exam.

DOWNLOAD EBOOK
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