The Finance Dashboard shows your money in one place: your bank transactions, the rent tenants have paid, and the invoices that are still unpaid. Use it to check your cash flow and find a specific payment.
Before you start
- Account owners can always see the Finance Dashboard.
- Team members need the matching Finance permissions (transactions, incoming rent or unpaid rent). If a tab shows a No Access page, the account owner can turn the permission on under Settings then User Roles.
1. Open the dashboard
Go to Accounting, then the Finance Dashboard card. The dashboard has three tabs:
| Tab | What it tells you |
|---|---|
| Transactions | What is moving through your linked bank accounts, for bookkeeping. |
| Incoming Payments | What rent has come in, or is on its way. |
| Unpaid Payments | Who owes you money, and how late they are. |
2. Transactions tab
This tab shows the transactions from bank accounts you link through Plaid, so you can tag them for bookkeeping. It does not show rent collected through DigitalTenant (that is on Incoming Payments). To set it up, see How to Link a Bank and Categorize Transactions.
3. Incoming Payments tab
This tab shows payments tenants made against their invoices. Three cards at the top give you the totals:
- Payment Received: the total received this month.
- Pending Payments: payments that have started but are not finished yet, and how many tenants.
- Payment History: the total received overall, and how many tenants.
Each card has a sub-tab with the same name that lists the payments. You can filter by Property, Bank Account, Payment Method (ACH, Credit Card, Cash, Other) and Category, or use the search box. You can also show or hide columns. Click Export to download an Excel file.
4. Unpaid Payments tab
This tab lists every unpaid or overdue invoice, grouped by how late it is. Four cards show the amount and number of tenants for 1-30 Days Past Due, 31-60 Days Past Due, 61-90 Days Past Due and Total Outstanding.
You can filter by Property, Overdue Days, Category and Rent Amount, and Export to Excel.
Click the ⋯ menu on a row to:
- View the invoice.
- Record Payment if the tenant paid you outside the app.
- Print or Download as PDF.
- Cancel the invoice.
How the tabs connect
- An invoice paid online moves from Unpaid Payments to Incoming Payments on its own.
- An invoice paid by cash or check moves once you use Record Payment.
- You create and manage invoices under Accounting, then the Receivables card.
Good to know
- To edit an unpaid invoice, click View on the row first, then click Edit on the invoice page.
- If rent was paid but is not under Payment Received, check Pending Payments. Bank transfers can take 3 to 5 business days to clear. It may also have been paid last month, so check Payment History.
- If a cash or check payment is missing, it has not been recorded yet. Use Record Payment.
- If your bank transactions look out of date, go to Transactions then All Bank Transactions, open the bank card's ⋯ menu and click Refresh.
- If you see a message that the data could not be loaded, refresh the page.
- For overdue tenants, open the invoice and use Send Reminder.
Need help?
Email us at support@digitaltenant.com, or use the Help button in the bottom-right corner of your dashboard.