Property Manager
Find guides and instructions for managing your properties, tenancies, finances and day-to-day tasks.
Use the sections below to browse the documentation by topic. Open a section to see its related guides.
Properties, Portfolio & Compliance 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.
Import LTD Company Properties
Import publicly listed properties associated with a limited company when adding it as a landlord.
Ownership Changes
Record property sales or ownership changes while preserving ownership history for tax reporting.
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.
Tenants, 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
Share documents and communicate with your tenants.
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 & Portfolio Insights 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.
Xero Integration
Integrate PaTMa with Xero to synchronise rent invoices and payments.
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.
MTD Setup
Set up your account for Making Tax Digital submissions.
MTD for Joint Owners
Learn how to set up Making Tax Digital when a property is owned by more than one person.
Tasks, Calendar & 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 & Tools 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.
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