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Overview

The menu for the main header in your account has been updated to make it easier to navigate the site.

The headers of the new menu are:

  • Reporting
  • Properties
  • People
  • Documents
  • Finance

Reporting

Marketing analytics
  • Previously the Dashboard tab
Maintenance analytics
  • Requires a Business Operations plan
  • Previously accessed from the left sidebar in Communications under the eTenancy tab
Analytics (legacy)
  • Previously located under the Analytics tab
Tenancy reports
  • Requires Tenancy reports access
  • Previously located under the Analytics tab
Research reports
  • Previously located under the Analytics tab

Properties

Listings
  • Previously located under the Properties tab
  • The Listings page now has Settings, which includes:
    • Bulk upload
    • Portfolio defaults
    • Feed information and setup

Channel Manager

  • Requires a Pro or Business Operations plan

People

Contacts
  • Previously located under the Properties tab
Occupancy manager
  • Requires Occupancy manager access
  • Previously located under the eTenancy tab
Messages
  • Previously located under the Enquiries tab
Calls
  • Previously located under the Enquiries tab
Maintenance tickets
  • Previously accessed from Communications under the eTenancy tab
Events
  • Requires a Business Operations plan
  • Previously accessed from the left sidebar in Communications under the eTenancy tab
News feed
  • Requires a Business Operations plan
  • Previously accessed from the left sidebar in Communications under the eTenancy tab

Documents

Contracts
  • Previously located under the eTenancy tab
File manager
  • Previously located under the Properties tab
Deposits protections
  • Previously located under the eTenancy tab as Deposits

Finance

Rent collections
  • Previously located under the eTenancy tab as Rents
Bank accounts
  • Previously located under the Analytics tab
Statement of accounts
  • Requires Statement of accounts access
  • Previously located under the Analytics tab
  • The Statement of accounts page now has Settings, which includes:
    • Service packages
Utilities
  • Requires Utilities access
  • Previously located under the Properties tab