Welcome to PaTMa Property Manager

Welcome to PaTMa Property Manager.

Whether you're managing a single property or a growing portfolio, you'll find guides, tutorials and feature information to help you get the most from the platform.

Use the sections below to explore property management, tenancies, finances, tasks, reminders and account settings.

New to PaTMa? Start with the Getting Started section to learn the essentials.

Getting Started

Give yourself a flying start with Property Manager!
Add a Property Set up your first rental property.
Create a Tenancy Set up a tenancy agreement for your lovely new tenants.
Tenancy Checklist A guide to starting a tenancy using Property Manager's step-by-step checklist.
Record Rent Track rent received from your tenants.
Record Expenses Keep track of your outgoings.
Utilities How to make sure you have utility suppliers set up for the property.
Create an Inventory Log all the fixtures and furnishings in a property, with photos.
Property Certifications Upload safety certificates and send them to tenants.
Advanced Property Information Learn how to work with the full range of property features in PaTMa.
Open Banking Link your bank account and import transactions into PaTMa.
Bank Reconciliation Match your entries against your bank statement.
Upgrade to Manager Pro Upgrade for full access and unlimited usage.

Properties

Manage your properties, compliance and portfolio information.
Add a Property Set up a new rental property in Property Manager.
Advanced Property Settings Access additional property options and advanced configuration settings.
Create an HMO Property Set up a House in Multiple Occupation (HMO) within your portfolio.
Change Property Type Convert a property between HMO and single-let management.
Multiple Landlords Manage properties owned by more than one landlord.
Property Schedule View and manage your portfolio using the property schedule.
Property Valuation Record and review the value of your rental properties.
Keys Track and manage property key information.
Inventory Create and manage property inventories.
Inventory Images Add and manage inventory photos and supporting evidence.
Certificates Store and manage EPCs and other important property documents.
Meter Readings Record and track utility meter readings.
Utilities Add utility information for your properties.
Utility Suppliers Manage utility provider information for each property.
Suppliers Store and manage contractor and supplier details.
Delete a Property Remove a property from your portfolio when it is no longer required.

Tenancies & Rent

Manage tenants, agreements and rental income.
Create a Tenancy Set up a tenancy agreement for your tenants.
Edit a Tenancy Update tenancy details and agreement information.
End a Tenancy Close a tenancy when tenants move out.
Delete a Tenancy Remove a tenancy that is no longer required.
Tenant List View and manage all tenants across your portfolio.
Tenant Portal Give tenants access to documents, messages and important information.
Tenant Documents Share and manage documents through the Tenant Portal.
Tenant Messages Communicate with tenants directly through the Tenant Portal.
Arrange Viewings Schedule and manage property viewings.
Tenancy Checklist Follow the step-by-step process for starting a tenancy.
Record Rent Track rent received from your tenants.
Rent Invoicing Generate professional rent invoices to download, email or credit note.
Historic Rent View and manage previous rent records.
Download Rent Records Export rent records for reporting and reference.
Rent Reviews Review and update rental amounts for existing tenancies.
Rent Adjustments Apply one-off rent changes and adjustments.
Renters' Rights Notifications Manage notifications related to Renters' Rights legislation.

Finance & Tax

Track income, expenses, mortgages and tax reporting.
Record Expenses Track property-related expenses and keep your records up to date.
Open Banking Connect your bank account and import transactions automatically.
Bank Reconciliation Match imported bank transactions with your records.
Manage Agent Deductions Allocate rent payments that include agent fees, maintenance costs, or other deductions.
Mortgages Record and manage mortgage information for your properties.
Mortgage Reminders Stay on top of mortgage-related deadlines and payments.
Portfolio Insights Review performance across your property portfolio.
Using The Insights Dashboard Learn how to use portfolio insights and performance reporting features.
Tax Return Reports Generate reports to support your tax return preparation.
Landlord Statements Generate and send financial statements to landlords showing income, expenses and balances.
Making Tax Digital Learn about Making Tax Digital and how it works with Property Manager.
MTD Setup Set up your account for Making Tax Digital submissions.

Tasks & Reminders

Stay organised with tasks, inspections and reminders.
Add Tasks Create tasks to help manage your properties and tenancies.
Announcements Send announcements to one or more tenants and track receipt confirmations.
Update Tasks Edit, complete and manage existing tasks.
Property Inspections Record and manage inspections for your properties.
Calendar View upcoming events, tasks and important dates in one place.
Reminders Stay on top of upcoming actions and important deadlines.
Certificate Reminders Receive reminders when certificates are approaching expiry.

Account & Settings

Manage your account, subscription and user settings.
Upgrade Subscription Upgrade your account to access additional features and higher limits.
Payment Details Update the payment card linked to your subscription.
User Management Add, remove and manage users on your account.
Change Password Update your password and account security settings.
Customise Emails Personalise the emails sent from Property Manager.
Email Documents Send documents and important information by email.
Backup Data Create and manage backups of your account information.
Command Palette Navigate quickly around Property Manager using keyboard shortcuts and commands.

Need More Help?

All PaTMa subscribers are welcome to contact us for priority support with specific problems and queries, feature requests, or if you're looking for a more efficient way to accomplish something.

For free PaTMa products, please try to find any required information in this documentation. If you cannot find the answer you need, please email us.

Here's more information on what PaTMa can do for you.