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 |
