This article explains each quick action available when you click the rocket ship icon. This menu serves as a shortcut, allowing you to efficiently complete key tasks without having to navigate through multiple sections of the software.
Click on the search bar at the top of your Rentvine Account, located in the upper middle of the User Interface.
New Portfolio
Typing and selecting this option will automatically direct you to a page where you can create a new portfolio. For a further breakdown, please refer to this article: Create a New Portfolio
New Property
Selecting this option will take you directly to the property creation page, where you can enter all necessary details for the new property. Here, you’ll be able to assign the property to a portfolio, set reserve amounts, configure sales and withholding tax, and define management fee and maintenance settings. You can also specify a marketing showing provider as part of the setup.
New Lease
This option will automatically redirect you to the Move-In flow, which will create a new lease for a specific unit. For a further breakdown, please refer to this article: How to Create a Financial Lease (Move In)
Record Tenant Receipt
This option directs you to record a tenant receipt for a specific lease. For a further breakdown, please refer to this article: How to Record a Tenant Receipt
Record Owner Receipt
This option directs you to record an owner receipt for a specific portfolio and owner. For a further breakdown, please refer to this article: How to Record an Owner Contribution/Receipt (Money In)
Record Other Receipt
This is an option to show a payment recorded outside of the Rentvine software.
Record Deposit
This option will automatically take you to a page where you can record a deposit specific to the bank account. This option is used to show that manually recorded receipts are deposited. For a further breakdown, please refer to this article: How to Record a Deposit
New Lease Charge
This option provides a shortcut for automatically creating a charge for a specific lease. For a further breakdown, please refer to this article: How to Add a Charge to a Lease
Post Late Fees
This option provides a shortcut for automatically posting late fees for a specific property. Here is an article you can follow to manually post late fees: How to Manually Post Late Fees
Add Bill
This option directs you to a page where you can create a new bill. For a further breakdown, please refer to this article: How to Add, Edit, and Delete a Bill
Pay Bill
This option provides you with a shortcut to pay any outstanding bills within the specific bank account selected. For a further breakdown, please refer to this article: How to Pay Bills
Pay Owners
This option provides you with a shortcut to paying owners for a specific portfolio or all portfolios. For a further breakdown, please refer to this article: How to Pay Owners
Reconcile
This option directs you to the New Bank Reconciliation page. For a further breakdown, please refer to this article: How to Complete a Bank Reconciliation
New Work Order
This option provides you with a shortcut for creating a new work order for a property. For a further breakdown, please refer to this article: How to Add/Edit a Work Order
Prorate Calculator
This is a quick tool that can be used to calculate prorated rent for a specific rent amount.
This calculator tool can also be adjusted on how rent is calculated via your global settings. This section can be found under "Accounting Settings".
The three options that you see via the drop-down are the Actual Days in a Month, a 30-Day Month, and Annual (actual days).
Actual Days in Month
How it works: Calculates rent based on the real number of days in the month (e.g., 28, 30, or 31 days depending on the calendar month).
30-Day Month
How it works: Assumes every month has exactly 30 days, no matter which month it is.
Annual (Actual Days)
How it works: Calculates the daily rent based on 365 days in a year (or 366 for leap years), then multiplies by the number of days the tenant occupies the unit.