Property
Settings
Transactions
100

This is the kind of property where investor contributions and distributions are synced to.

What is a Shell Property?

100

This is the settings page where GL accounts are customized for synced transactions.

What is the APM Sync Settings page?

100

This is the type of transaction that is created in APM for a synced contribution.

What is a Journal Entry?

200

This is the record type that operating properties are linked to.

What is an Asset?

200

This is the tab where the sync ownership task lives.

What is the Positions tab?

200

This is the type of transaction that is created in APM for a synced distribution.

What is a Bill?

300

This is the type of unitless property that is used when creating a shell property.

What is a Multi Family property?

300

This is the settings page where GL accounts are customized for loan and cash reserve balances.

What is the APM Sync Settings page?

300

This is the performance metric that takes into account loan and cash reserve balances.

What is Net Equity?

400

This is used to link an investment to a shell property in AppFolio.

What is the URL?

400

This is what is linked with AIM.

  1. What is APM?

400

This is the type of report where APM reports can be added to?

What are Investment Reports?

500

This is used to link an asset to an operating property in AppFolio.

What is the URL?

500

This is the settings page that the APM Sync Settings live.

What is the Company Settings?

500

This is the workflow that synced bills appear in once synced with APM.

What is the Pay Bills Flow?

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