Settings & General
Contains articles regarding your global settings and general settings and procedures.
Global Settings
- How to Set Up Late Fee Settings / Profiles
- How to Configure Account Notifications
- How to Configure Personal Notification Settings
- User Roles
- How to Add/Create Email Templates
- How to Create Custom Fields
- How To Set Up Default / Global Monthly Charges
- How to Add/Create Letter Templates
- How to Re-Organize Custom Fields
- How To Add a Co-Signer-Guarantor in your Lease.
- How to Change Your Username-Email on Rentvine-PM
- How To Edit or Add Check Templates
- How to Attach a File
- How to Invite a User to Your Rentvine Account
- How To Add an Check Image to Check Templates
- How To Deactivate/Activate Tenant ACH Refund Deposit Setting on Move out notice
- How to Set the Default for Pending Bank Transfers During the Move Out
- How to Edit the Default Lease Activation Status
- How to Auto Lock Tenant Payments After a Certain Number of Returns
- How to Add/Create Vendor Type
- How to Add Webhooks
- Lease Settings
- Account Settings
- Letter and Messaging Settings
- How to Change the Move Out Letter
- How to Create a New Posting Setting
- Accounting Setting
- Chart Of Accounts and Account Categories Settings
- Accounting Global Settings
- Portals Global Settings
- Other Global Settings
- Properties & Units Globals Settings
- Maintenance Settings
- How to Enable Reporting within the Owner Portal
- Pods Feature
- Pods Toggle
General
- How to Delete a File
- How to Create a Folder Within a Files Tab
- How to Add/Create Custom Features
- What are the definitions of the different "Return Codes" on a Returned eCheck (ACH) Payment
- How to Submit a Claim if Enrolled in one of Rentvine TLL Insurance packages ("TLL Only" or "TLL with Contents")
- How to Create an API Key to Allow Third Party Vendors Access To Your Rentvine Data
- How to Send a Mass Message to Multiple Recipients by Email or Text
- How to Configure Who Gets Notified for Incoming Text Messages
- How to Create and Use Snippets
- How to Configure Your Branding Settings and Upload Your Company Logo
- How Can I Access the Invoices for My Rentvine Software Service
- How to Send Multiple Portal Invitations
- How to Generate Mass Letters
- How to share files with an owner from a portfolio & how to share files with an owner from a bill
- How to Add Reminders
- What are Tags? How to Create One and Apply Them to Objects (Portfolios, Properties, Leases), etc...
- How to Add an Alert in Rentvine
- Trouble Registering Your Portal Access or Accessing Rentvine
- How to Accept Portal Invitations
- How to Share a File With an Owner, Tenant, or Vendor
- Two-Factor Authentication
- How to Update Your Billing Payment Method
- How to Add a Resident Notice to the Resident Portal
- Adding Rentvine Website as an App on your Device
- How to Set Up White Labeling
- How to Create an Email Signature
- How to Attach a Video Recording to your Ticket Submission
- Gen AI Assistant
- How to Enter the Current Balance of Tenant/Lease Ledger from a Prior Software as a Balance Forward into Rentvine
- Utilizing the Mention feature in Rentvine Notes
- How to Use Quick Actions
- Prorate Settings
- Security Measures Every User Should Know