Real Estate - Adding an AR Note
In the AR Aging dashboard, you can create notes to indicate recent account activity. Choose a Property and select AR Aging by Property, then click on the Property AR Notes tab, as below:
Or choose a Tenant and select AR Aging to enter notes by Tenant, then click on Tenant AR Notes tab, as below:
Next click “Add a new record”. Type a note and then click Save changes.
See also
Related Articles
Real Estate - Accessing the Rent Roll
1. Hover over the Property Pin on the Property Map and click on the blue Rent Roll link highlighted below: 2. Or the Rent Roll can be accessed from the Property Home Page: This Rent Roll can be exported to Excel and printed from there. 3. Or select ...Real Estate - Expanding Graph or Grid
Navigate to the Occupancy Dashboard using the process described here Viewing Real Estate Reports. Once in the Occupancy dashboard, there are several valuable features you can use. In this example, we will use the sample Property Retail Portfolio. ...Real Estate - Time Line Navigation/Date Filter
Anterra provides flexible options to analyze information across the appropriate time period. There are two main ways to set the time period to view your information. The first is to use the pull-down menu on the right corner as you see below. To ...Real Estate - Using the Property Map Controls
The Property Map the AnterraBI™ real estate module can be used to help you, prospective tenants, and investors see the property as well as the surrounding neighborhood including key access roads. The – and + buttons will enable you to zoom in and out ...Viewing Real Estate Reports
From the top ribbon click on Real Estate, hover over Dashboards, and click on the blue Real Estate Dashboards: For Portfolio dashboards click on All Portfolios highlighted below: Then select a Portfolio or chose All Portfolios. Next, choose a ...