Establish the unit charge basis
Reference the accepted lease extract, property, unit, charge period, amount and effective change without storing unnecessary private tenant material in the ledger.
Workflow blueprint
Landlord accounting software with a unit-month evidence trail
A property record that distinguishes occupancy charges, cash received, refundable custody and owner costs before finance reviews them.
Support rental evidence while excluding tenant screening, legal lease administration, deposit-law compliance, bank feeds, depreciation, tax returns and trust accounting.
TL;DR — Support rental evidence while excluding tenant screening, legal lease administration, deposit-law compliance, bank feeds, depreciation, tax returns and trust accounting.
Allocate each received amount
Link the receipt to rent, arrears or another approved document while refundable deposit custody stays outside rental income.
Connect repairs to their authority
Preserve the request, owner approval, completed work and supplier bill so a payment cannot invent its own property expense.
Prepare a limited owner review
Show source documents, open questions and accepted finance handoff without choosing depreciation, tax treatment or fiduciary classification.
Page-specific decision aid
A unit-month charge, receipt, deposit, repair and owner-review bundle
The bundle follows two properties through an accepted rent schedule, one part payment, a separately held deposit, an arrears question, an approved plumbing repair, supplier evidence and an owner-paid cost. Finance accepts the source population while tenant documents stay restricted.
- ✓Deposit custody cannot be inferred from a receipt label.
- ✓A repair payment needs property and approval evidence.
- ✓The owner report does not calculate rental tax.
Scope first
What Codeblix would confirm before implementation
This page is an operational blueprint. The final workflow, screens, permissions and integrations depend on your current process and agreed implementation scope.
- ✓Property unit period and accepted charge source remain identifiable
- ✓Rent receipt and refundable deposit use different states
- ✓Repair costs point to approval completion and supplier evidence
- ✓Screening lease law bank tax depreciation and trust claims excluded
Relevant Codeblix foundations
Review the existing product areas that support the proposed workflow.
Use the related planning tools
Run the operational calculation, save the result in the URL and share it with your team.
Map this workflow to your operation
Tell Codeblix how work moves today. We will confirm the practical scope before proposing an implementation.
Discuss your workflow