Visulate site has 2 areas a home pages visible to anyone and secure pages which are accessed from My Visulate tab. This tab expands to show different menus
- Business tab shows partners and vendor info
- Property tab shows property information
- Tenant tab is used to maintain tenancy agreements
- Payment tab shows accounting information
Each tab has separate sub-tabs which control access to Visulate screens. Some screens are broken into separate pages
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The business tab opens on Business Snapshot screen this has separate
pages for Alerts, Cashflow and Investment performance
The Business units screen is used to maintain business units. These are containers for properties.
The Partners screen is used to control access business units. Click on a user to see their contact details and the list of businesses that they are able to access.
The Vendors screen is used by a Business owner to define list of approved vendors for their business unit. It also shows a payment history for that vendor.
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The property screen is used to record property details. It has 2 pages, one for property details and another for photos and documents
The estimates screen allows you to create cash flow, cap rate and cash on cash return estimates for the properties in a business unit.
The Finance screen records details of loans secured against property and maintains a valuation history.
The expenses screen is used to maintain work orders and other expenses associated with a property. It is divided into 3 pages that are used to record job details, estimates, quotes and invoices. Invoices added on this screen appear automatically on the Accounts Payable screen.
The property summary screen is an interactive income and expense report
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The tenant tab is used to maintain tenancy agreements. Personal details are recorded on the People screen.
The Agreements screen maintains terms and conditions for a tenancy agreement. Visulate uses these to automatically generate a payment schedule in Accounts Receivable.
You can also use this screen to Advertise vacancies on visulate website
Tenant details and Actions screens are used to maintain contact details, payment history and Actions such as Phone calls, letters, evictions
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Visulate maintains a separate chart of accounts for each business unit.
Payment rules define default debit and credit accounts for each transaction type. Each transaction is classified with a payment and transaction type. Pre-defined Rules are provided for each unique
combination. This allows Visulate to simplify double entry bookkeeping for its users
AR screen shows money we need to collect. Rows on this screen are generated automatically based on tenancy agreements.
Payables screen records money we need to pay, It works in a similar way to AR screen. Pressing the update list button generates rows based on Property Expenses.
Payment journal records Contra entries. Pressing update list on this screen generates depreciation entries.
General Ledger Screen shows account details for different accounting periods... and allows you to drill down to see transaction details for each account.
Payment reports generate Balance sheets, Income Statements, tax reports, GL and tenant statements
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History of Glass - Steagall Act; by Phil Rubinsteinby MayaGudrun7,543 views
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