How to Use Quick Actions

This article will go over all the options within the Quick Actions menu

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 rocket ship icon at the top of your Rentvine Account, located next to your initials.

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New Portfolio

• 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".