Navigating the World (of AppFolio)
This is the fastest way to find nearly anything in the database
What is the Universal Search Bar?
This is where customers can request documents from a vendor within AppFolio Property Manager.
What is the Compliance section?
This is required for an Vendor Portal user who works with a Property Management Company that has online payments enabled.
What is 2FA?
When speaking to customers over the phone you must ensure you let them know these things every time.
What is that the call is being recorded, and that information from the call may be used by AppFolio?
This is the section of the vendor page where you will record your interactions with the vendor by phone, email, etc.
What is the Notes section.
Bonus: How does editing/deleting work for this section?
You must perform this to find hidden items in the database
What is an Advanced Search?
Property Managers can no longer edit this information once a vendor submits it through the online portal.
What is Vendor Payment Preference?
Vendors can easily track payments made via eCheck or Instant pay here
What is the Vendor Portal Payments Dashboard?
This is where you should record notes about your call
What is the Vendor Outreach Communication Log AND the Notes section of the Vendor Page?
This is the amount of the fee charged to vendors who elect to use Instant Pay at their preferred payment method.
Bonus: How much are property managers charged when payments are made to vendors using this method?
What is 1.75% of the total amount per transaction?
Bonus: Property managers are charged $1 per Instant Pay eCheck.
This is where you can find a list of Vendors in a customer's database.
What is the People --> Vendors page?
This is the section of the vendor page where you can find their payment preference.
What is the Online Payables section?
These are the three primary methods of sending vendor portal invitations
What are requesting payment information, requesting documents, or through work orders?
This is the maximum number of times you should follow up with a vendor after the initial contact
What is two?
These are the two Bulk Request features, not related to payments, that property managers can use to quickly gather important information from their vendors.
What are the Bulk Request Documents and Bulk Request W9 tasks?
True or False: The URL for the vendor portal is the same as the URL for the customer's database.
What is FALSE?
This is where a property manager can request the W9 form on a vendor's page.
What is the Federal Tax section of the vendor's page?
This is the URL that vendors can go to in order to access their portal with their username and password.
What is vendor.appfolio.com?
This is how many days you should wait to follow up, after sending the initial invite, if a vendor has not yet selected their payment preference.
What is three business days?
These are the only two types (brands) of debit cards that can be used with Instant Pay.
What are Visa and Mastercard?
Some tasks, actions, etc. will not be available until these are completed.
What are Trigger Points?
This is the page in AppFolio that property managers can quickly request payment methods from all eligible vendors.
Bonus: Where can you find this task?
What is the Bulk Request Payment Info task?
Bonus: People --> Vendors --> Bulk Request Payment Info task on the taskbar
These are the three payment method options that vendors can select as their payment preference.
What is Instant Pay, Direct Deposit (ACH), and a mailed paper check (Bill Pay)?
Aside from activating the vendor portal, this is what we want vendors to do to in their portal in order to consider the outreach a complete success?
What is select a payment preference?
This is the URL that vendors can use to access their portal (aside from activation emails)