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What is the Toolbox?

Updated over 2 months ago

The Toolbox is a set of admin functions that can help you update, analyze, troubleshoot, reconfigure, and repair your data. To access it, go to Admin > Toolbox.

Each tile on the Toolbox screen is a link to a specific function. The functions are grouped in categories: Rebuild, Bulk Actions, Update/Delete, Bank Tools, and Configuration.

Note: The screenshot shows only a portion of the Toolbox screen.

Toolbox Functions

Category

Function

Help Article

Rebuild

Rebuild Account Tree

Rebuild Budget

Rebuild GL

Rebuild Property List

Rebuild Unit Occupancy

Bulk Actions

Convert Residential Property to Commercial

Enroll in Master Policy

Inactivate Properties (In Bulk)

RentCafe Bulk Update

Screening Bulk Update

WIPS Bulk Deactivation

Update/Delete

Delete Objects

Delete Transactions

Update Transaction Date

Bank Tools

Link Bank and Property

Reconcile Legacy Checks

Un-Reconcile Bank

Configuration

Custom Lists

Exclude Tenant From Open AR

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