Glossary

Finding your way in this guide

Skim Visual quick reference for illustrated terms, then jump via Letter-section index (A–Y) or Glossary deep-dive index for #### sub-entries (credit note, tenant category, invoiced floor, and more). Financial and booking vocabulary pairs with FAQ & Troubleshooting (FAQ subsection cross-reference); integrator terms with API Reference (API hub subsection index). Platform overview hubs: Introduction hub subsection index, Getting Started hub subsection index, Concepts hub subsection index, Modules hub subsection index, Common Workflows hub subsection index, Account Settings hub subsection index. First-time administrators configuring a workspace should pair unfamiliar terms with Getting Started — Recommended Setup Sequence (steps 1–12 tab map: Account Settings — Recommended setup order, then steps 13–15 in Listings, Bookings, and Tenants). Hub cross-links: Related → Navigation & bookmarks and the Glossary cluster cross-reference. Non-linear operator habits (Lockout catch-up, Pending manual receipt approval, Reject/revert mistaken receipts, Portfolio segmentation by tenant category, Notification row-click navigation, Payment alert to receivables triage, Confirmation alert triage, Finance debt receivables triage, Finance Income status drill-down, Cash flow forecast drill-down, Same-day turnover coordination, Bulk Hostkit invoicing, Month-end invoicing (fixed date), Rent reduction after invoicing, Occupancy KPI to block hygiene handoff, Utility overage collections, Check-out final utilities handoff, Check-out collections before refund, Cancellation collections before void, Wrong tenant on a booking, Cancel Booking vs Delete Booking, Portfolio retirement decisions, Provider platform Delete Booking guard, Archived booking ledger visibility, Check-out ledger cleanup before refund, New inventory to first booking handoff, Property setup to first arrival handoff, Confirmation to check-in handoff, Check-in to check-out handoff) have matching Related subsections below. Full pairing matrix: Glossary hub cross-reference.

First-time workspace setup

Quick reference for key terms used throughout the Vivin Platform.

Visual quick reference

Pair with other glossary clusters

Illustrated terms here pair with the letter sections below and Glossary cluster cross-reference when you need related FAQ or module docs. Full hub map: the Finding your way tip at the top of this page.

Some terms are easier to recognise on screen than in prose. Use these committed captures when you are onboarding teammates or cross-checking terminology:

| Topic | -------------------------------------------- | Management shell | Dashboard KPI cards | Occupancy Forecast (Dashboard) | Cash Flow Forecast (Dashboard) | Vacant Units (Dashboard) | ADR vs Analytics KPIs | Bookings Timeline | Sales Multicalendar (timeline) | Sales Pricing (rent grid) | Bot reasoning (audit) | Bot Status (WhatsApp pairing) | Finance income status | Cash flow forecast (Finance Overview) | Finance → booking highlight | Shared utility connection | AI usage ledger | AI / MCP settings | Bulk Hostkit invoicing | Month-end invoicing (fixed date) | Fixed invoice date reminder | Pending manual in-payment | Credit note warning (reject/revert) | Finance Debt Aging | Uncovered Debt | Payout destination IBAN | Booking defaults (times & prep) | Notifications (compact vs full) | Notification row navigation | WhatsApp Inbox (global) | Large directories (scroll to load) | Tenants table expand | Directory search ranking | End-of-Booking cost split | Utility overage collections | Check-out final utilities handoff | Check-out collections before refund | Check-out ledger cleanup before refund | Cancellation collections before void | Portfolio filter catalog | Lease purpose (booking) | Effective contract (template | Property edit sidebar pills | Finance tenant category cache refresh | SIMAR water contract ID | Per-booking maintenance ticket opt-out | Change history | Provider platform Delete Booking guard | Cancel Booking vs Delete Booking | Getting Started — dashboard-overview-current.png | | Top-left four-card grid on /: Listings (rentable count + property subtitle), Today (free rooms headline — recomputed live on each load so it matches Sales → Overview Today and Multicalendar → Available now; optional mid-term · short-term · manual blocks subtitle when buckets are non-zero), Total Debt (ongoing-booking underpayment + >15 days overdue subtitle; hover info icon for ongoing-booking rules), Monthly Revenue (portfolio rent sum + average per occupied unit). Pair with Occupancy Forecast and Vacant Units on the same page — not the seven-card Finance → Overview strip (Finance > KPI strip adds Uncovered Debt, Manual Payments, and all-booking Total Debt). | Dashboard > KPI cards — dashboard-kpi-listings-card.png, dashboard-kpi-today-card.png, dashboard-kpi-total-debt-tooltip.png, dashboard-kpi-monthly-revenue-card.png; Finance > KPI strip — finance-overview-kpi-cards.png; FAQ — Dashboard Total Debt subtitle; Portfolio KPI review — Step 7; Handling a Late Payment — Step 1; FAQ — Analytics vs Dashboard | | Top-right chart on /: Past strip + Forecast segment on one axis; vertical today marker; 1M / 3M / 6M / 12M horizon buttons (forward calendar months); legend Total capacity + ADR (€) (average monthly rent among units counted occupied that day — not Analytics nightly ADR). Counts active (non-canceled) bookings using occupancy spans. | Dashboard > Occupancy Forecast — dashboard-occupancy-forecast-chart.png; Glossary — ADR; Sales > Overview; Portfolio KPI review — Step 7; FAQ — Analytics vs Dashboard | | Bottom-left chart on /: expected monthly rent summed on each calendar day when rent is due for active bookings — Past (darker) vs Expected (lighter) bars around today; Forecast total in the card header; same 1M / 3M / 6M / 12M horizons as Occupancy Forecast. Not Operations — Cash Flows expenses and not Finance Overview cash flow (collections history). | Dashboard > Cash Flow Forecast — dashboard-cash-flow-forecast-chart.png, dashboard-cash-flow-and-vacant-units-row.png; Handling a Late Payment; Portfolio KPI review — Step 7; FAQ — Analytics vs Dashboard | | Bottom-right panel on /: units free today (no active booking and no manual block unless Vacant Unit Preference is Include manual blocks); headline free count; scrollable list sorted by consecutive free days from today with relative vacancy bars; click a row → listing edit sidebar in place (listings-edit permission) or deep link /listings/unit/:listingId (view-only). Pair with Today KPI when blocks suppress counts. | Dashboard > Vacant Units — dashboard-vacant-units-listing-sidebar.png, dashboard-cash-flow-and-vacant-units-row.png; Glossary — Vacant Unit Preference; Manual block hygiene; Portfolio KPI review — Step 7; Sales > Overview | | Dashboard occupancy chart ADR (€) vs Analytics ADR tab (nights-based) | Analytics module, FAQ — Analytics, Visual quick reference — Occupancy Forecast (Dashboard) | | Gantt rows per unit; Day / Week / Month; Only bookings toggle (on = booked axis only, excluding cancelled stays; off = vacant units + calendar blocks); initial full-chart skeleton until listing axis + bars settle; listing axis loads in 50-row chunks as you scroll vertically (bottom spinner while the next page is in flight); axis/bars first-fetch failure → Couldn't load the timeline bookings. + Retry (#2310). For portfolio-wide manual holds (filter, export, column sort), use Audit — not Timeline alone | Bookings > Timeline — bookings-timeline-initial-skeleton.png, bookings-timeline-load-more-spinner.png, bookings-timeline-view.png, bookings-timeline-unavailability-blocks-visible.png, bookings-timeline-vacant-unit-rows.png; Timeline load failures; Manual block hygiene | | Sales → Multicalendar (/sales/multicalendar): unit × time Gantt without rent cells; Day / Week / Month scale; same Sales toolbar filters as Pricing; click a booking bar to open booking detail from Sales | Sales > Multicalendar — sales-multicalendar-timeline-view.png, sales-multicalendar-timeline-booking-click.mp4 | | Sales → Pricing (/sales/pricing): listing × month cells with rent and occupancy blocks behind; bulk Edit Price; legacy /sales/calendar redirects here | Sales > Pricing — sales-pricing-tab-monthly-rent-grid.png | | On Bookings → Communication → WhatsApp, automated Bot bubbles can show a Reasoning control that expands Vivin’s internal explanation before the reply was sent (operators only; not on tenant or You bubbles) | Glossary — Bot reasoning (audit) hub, Bookings > Communication tab — bookings-detail-communication-tab-bot-reasoning-expanded.png | | Account Settings → ChatBot → Bot Status: UAZAPI connection badge (Connected / Disconnected / Awaiting scan / Not configured), Connect WhatsApp warning modal, QR pairing, and Refresh QR code when the business line drops | ChatBot settings — settings-chatbot-status-bot-connected.png, settings-chatbot-status-bot-qr-pairing.png | | Overview stacked Income chart (Paid / Scheduled / In debt); click a segment for a month-scoped payment-line drill-down; Debt Aging panel for booking-level receivables. Not Cash flow forecast (Finance Overview) (actual collections) and not Cash Flow Forecast (Dashboard) (rent due dates). | Finance > Income status drill-down, Debt Aging — finance-overview-income-chart-debt-aging.png, finance-overview-income-status-in-debt-modal.png, finance-overview-debt-aging-expanded-bucket.png, finance-overview-debt-aging-walkthrough-flow.mp4; Finance income status (Finance Overview); Portfolio KPI review — Step 7; Handling a Late Payment; FAQ — Income status & debt list | | Stacked below Income on Finance → Overview: actual cash received per period (confirmed in-payments only — no scheduled or In debt amounts); Month / Day toggle on the chart header; click a bar → All payments drill-down modal for that period. Not Cash Flow Forecast (Dashboard) (rent due dates) and not Operations — Cash Flows. | Finance > Income chart and cash flow forecast — finance-overview-income-chart-debt-aging.png, finance-overview-cash-flow-day-view.png, finance-overview-cash-flow-all-payments-modal.png, finance-overview-cash-flow-drill-down-flow.mp4; Cash flow forecast (Finance Overview); Portfolio KPI review — Step 7; Handling a Late Payment | | Ring-highlighted row after Open booking from Contract Values or Transactions | Finance — Cross-navigation — finance-contract-values-booking-highlight-row.png, finance-transactions-booking-highlight-row.png | | Identical contract ID on multiple properties; Cost map amber Shared utility connections detected when selection is partial | Utilities > Connections, Cost map warning, Entering Monthly Utility Bills — Step 3 | | Append-only ai_usage rows (one per LLM call) with token counts and Vivin internal USD cost; account-scoped read API — landlord_chat (AI Assistant) and utility_bill_extraction (Utilities PDF reader); no management UI screen yet | FAQ — AI token usage, AI usage API, Automation & AI, AI Chat module, Portfolio KPI review — Step 7 | | Account Settings → System → AI / MCP (/settings/mcp): Landlord MCP connection URL, API keys (IDE/custom clients), connector OAuth consent scope (Claude.ai, ChatGPT), account tool permissions, per-user overrides, permission audit trail, and assistant activity — same domain policy as in-app AI Chat and external HTTP /mcp clients; Vivin-internal rollout gate matches /ai-chat; edit requires account_settings.mcp | AI / MCP settings, Landlord MCP — Connector OAuth, AI Chat — Administrator configuration, FAQ — Claude/ChatGPT connector sign-in, FAQ — MCP API keys and tool permissions | | Month-end Issue allocation / Invoice selected on many Finance → Transactions rows — Vivin paces Hostkit per listing key and retries HTTP 429; same toolbar for Issue credit notes after invoiced floor rent relief or invoiced Reject / Revert cleanup | Glossary — Bulk Hostkit invoicing, Glossary — Bulk Hostkit invoicing hub, Common Workflows — Bulk Hostkit invoicing, FAQ — Bulk Hostkit invoicing hub — finance-transactions-bulk-selection-bar.png, finance-transactions-bulk-toolbar-fixed-invoice-date-banner.png, settings-invoicing-hostkit-series.png | | Save a fixed Invoice date under Settings → Invoicing before bulk Issue allocation / Invoice selected; turn Use today as invoice date back on after the batch — amber Fixed invoice date reminder on Finance → Transactions | Glossary — Month-end invoicing (fixed date), Glossary — Month-end invoicing (fixed date) hub, FAQ — Month-end invoicing (fixed date) hub, Fixed invoice date reminder hub — settings-invoicing-invoice-date-toggle.png, finance-transactions-fixed-invoice-date-banner.png, finance-transactions-bulk-toolbar-fixed-invoice-date-banner.png | | Amber banner on Finance → Transactions (above search), in the bulk invoice toolbar when rows with pending/failed allocations are selected, and in transaction detail above allocations when a fixed date is saved | Glossary — Fixed invoice date reminder, Glossary — Fixed invoice date reminder hub, FAQ — Fixed invoice date reminder hub, Month-end invoicing (fixed date), Common Workflows — Bulk Hostkit invoicing, Invoicing — Default invoice date — finance-transactions-fixed-invoice-date-banner.png, finance-transactions-bulk-toolbar-fixed-invoice-date-banner.png, finance-transaction-detail-fixed-invoice-date-banner.png | | Operator-recorded receipt (pending / processing) until Approve payments confirms it; triage on Finance → Transactions (Pending pill) or Bookings → Transactions — the Overview Manual Payments KPI includes pending rows in the monthly total and opens a month drill-down of all manual rails — it is not an approval queue; /notifications Pending manual in-payment rows persist until ledger approval; until approval, Total Debt and In debt lines may not reflect the receipt; ledger Reject is bulk-only (Reject selected); Reject / Revert modals warn about credit notes when charges were already invoiced | Common Workflows — Pending manual receipt approval, Pending manual in-payment (Finance), FAQ — Manual receipt still pending, FAQ — Pending manual in-payment on /notifications, Finance — Pending manual payments, Notification triage — Step 4 — finance-transactions-pending-pill.png, finance-transactions-pending-approve-flow.mp4, bookings-detail-transactions-approve-payment-modal.png, notifications-row-navigate-to-booking-detail.png | | Red banner on Reject Payment and blue info on Revert payment when Finance may already have invoiced the charge — clear the Not issued credit note queue on Finance → Transactions; Hostkit bulk Issue credit notes paces like Issue allocation | Glossary — Credit note warning (reject/revert) — bookings-detail-transactions-reject-modal-credit-note-banner.png, bookings-detail-transactions-revert-modal-info-banner.png, finance-transactions-bulk-reject-selected-bar.png, bookings-payment-row-actions-flow.mp4; FAQ — Credit note warning (reject/revert) hub | | Overview right panel: overdue buckets (0–15 d … +60 d), expandable tenant · unit rows per band, and Top debtors ranked list — click to open booking sidebar. Pair with Uncovered Debt KPI and In debt on the Income chart — not payment-line drill-down alone. | FAQ — Bookings that owe money, Common Workflows — Finance debt receivables triage, Finance > Debt Aging panel — finance-overview-income-chart-debt-aging.png, finance-overview-debt-aging-expanded-bucket.png, finance-overview-debt-aging-walkthrough-flow.mp4; Finance Debt Aging (Finance Overview); Handling a Late Payment — Step 1 | | Finance Overview all-time KPI beside Total Debt: tenant underpayment not offset by held security deposits — highlights receivables where deposit coverage is insufficient. Not the Dashboard Total Debt card (ongoing bookings only). | Glossary — Uncovered Debt hub, FAQ — Uncovered Debt KPI hub, Common Workflows — Uncovered Debt KPI, Finance > KPI strip — finance-overview-kpi-cards.png, finance-overview-debt-aging-expanded-bucket.png; Glossary — Uncovered Debt; Finance Debt Aging (Finance Overview); Handling a Late Payment; Portfolio KPI review — Step 7 | | Finance → Payouts table column showing the outbound bank account; Search also matches tenant names on grouped in-payments; recipient name lives in Payout details sidebar | Finance > Payouts — finance-payouts-list.png | | Preferences card with check-in/out and Mid-term / Short-term Prep | Preferences | | Dashboard header bell slide-over (General / Inbox sub-tabs; Inbox rows coalesced per conversation with New WhatsApp message from … / New email from … summaries) vs /notifications mixed history | Notifications module — notifications-dashboard-bell-slideover-open.png, notifications-dashboard-bell-inbox-tab.png | | On /notifications, row click marks unread then opens link, bookingId, tenantId, listingId, or propertyId (first match) — not on the Dashboard bell General rows without a deep link | Glossary — Notification row navigation — notifications-module-row-click-target.png, notifications-row-navigate-to-booking-detail.png, notifications-row-navigation-flow.mp4; Notification triage — Step 4 | | Portfolio-wide /inbox two-pane workspace — conversation list, thread, labels, reply composer; mirrors Bookings → Communication; greyed-out sidebar and bell Inbox sub-tab when isTenantChatBotEnabled is off | Inbox module — inbox-module-overview.png, inbox-thread-labels-pause-bot.png, inbox-sidebar-chatbot-disabled.png, notifications-dashboard-bell-inbox-chatbot-disabled.png | | Skeleton placeholders during search/filter refetch or at the bottom while the next batch fetches; End of list when done | Listings, Tenants | | Table view: click the row chevron for an inline booking sub-table (Unit, Rent, Balance, …); tenant name opens the profile sidebar; a sub-row opens the booking sidebar in place — pair with With Debt or fiscal-ID Search for collections triage | Tenants — Table view — tenants-table-row-expanded-bookings.png, tenants-table-expand-flow.mp4; Handling a Late Payment — Step 1 | | Toolbar Search on large directories: Bookings and Operations (Tickets, Check-in & Check-out, Cash Flows) rank unit / room hits first; Operations → Tickets also gives property internal name the same top tier (#2089) and floats property-level rows first under an active Property filter; Listings stays A–Z; Tenants matches fiscal ID / identification ID without re-ranking; property-level ticket rows show building name only (no unit suffix) | Glossary — Directory search ranking, Bookings search — bookings-list-search-unit-rank.png, Operations Tickets — operations-tickets-search-unit-rank.png, operations-tickets-search-property-level.png, Check-in & Check-out — operations-check-in-out-search-unit-rank.png, Cash Flows — operations-cashflows-search-unit-rank.png, Tenants fiscal ID — tenants-directory-fiscal-id-search.png | | When Charge Time is End of Booking, daily utility overage divides across every occupied unit that day — including stays whose checkout is still in the future — but charges post only after each booking ends (#2111) | Glossary — End-of-Booking cost split, Settings — Charge Time, Utilities — Smart Cost Distribution | | Unpaid utility overage on booking Payment Plan after supplier bill posting — triage on Utilities → Allocations, then collect via Handling a Late Payment Steps 1–4 (distinct from departure-week Check-out final utilities handoff) | Glossary — Utility overage collections, Glossary — Utility overage collections hub, Common Workflows — Utility overage collections, FAQ — Utility overage collections hub — utilities-allocations-row-breakdown-expanded.png, finance-contract-values-in-debt-filter.png, utilities-allocations-review-flow.mp4 | | Final supplier bills + utility overage on booking Payment Plan before Ready To Refund — Entering Monthly Utility Bills — Steps 2–4 then Managing a Check-out — Step 6 (distinct from mid-stay Utility overage collections) | Glossary — Check-out final utilities handoff, Glossary — Check-out final utilities handoff hub, Common Workflows — Check-out final utilities handoff, FAQ — Check-out final utilities handoff hub — bookings-detail-payment-plan-tab-schedule.png, utilities-bills-tab-missing-toggle.png, utilities-allocations-review-flow.mp4, bookings-detail-deposit-tab-ready-to-refund-toggle.png | | Rent/fee In Debt on booking Payment Plan blocks Ready To Refund — Handling a Late Payment Steps 1–4 then Managing a Check-out — Step 6 (distinct from utility Check-out final utilities handoff) | Glossary — Check-out collections before refund, Glossary — Check-out collections before refund hub, Common Workflows — Check-out collections before refund, FAQ — Check-out collections before refund hub — workflows-check-out-coordination-flow.mp4, bookings-detail-payment-plan-tab-schedule.png, finance-contract-values-in-debt-filter.png, bookings-detail-deposit-tab-ready-to-refund-toggle.png | | Tenant paid once but duplicate transfer leaves phantom In Debt before refund — Reject / Revert on booking Transactions before Ready To Refund (distinct from rent Check-out collections before refund) | Glossary — Check-out ledger cleanup before refund, Glossary — Check-out ledger cleanup before refund hub, Common Workflows — Check-out ledger cleanup before refund, FAQ — Check-out ledger cleanup before refund hub — bookings-detail-transactions-revert-modal-info-banner.png, finance-transactions-bulk-reject-selected-bar.png, bookings-detail-deposit-tab-ready-to-refund-toggle.png, bookings-payment-row-actions-flow.mp4 | | Pre-cancel rent/fee In Debt on Payment Plan blocks Cancel booking until settlement — Cancelling a Booking — Step 2 then Step 4 (distinct from departure-week Check-out collections before refund) | Glossary — Cancellation collections before void, Glossary — Cancellation collections before void hub, Common Workflows — Cancellation collections before void, FAQ — Cancellation collections before void hub — finance-contract-values-in-debt-filter.png, bookings-detail-payment-plan-tab-schedule.png, bookings-cancel-booking-modal-refund-types.png, workflows-cancel-booking-refund-modal-flow.mp4 | | Account-wide distinct values for Other filters multi-selects (owners, tags, properties, listing types) — not recomputed from only loaded table rows; on Bookings default Unit Name sort, Select owners can look empty until you change sort once (Created / Creation Date) | Glossary — Portfolio filter catalog, Bookings — Select owners — bookings-list-other-filters-select-owners-empty.png, bookings-list-other-filters-select-owners.png; Listings toolbar — listings-portfolio-tags-types-toolbar.png; Finance — Select owners — finance-other-filters-owner-scoped-property-picker.png | | Optional classification on bookings when enabled under Settings → Categories → Lease purpose — searchable dropdown on Add booking and Contract Info; required on tenant Review when Make Lease Purpose mandatory is on | Bookings — Lease purpose — bookings-detail-contract-info-lease-purpose-readonly.png, bookings-add-booking-lease-purpose-dropdown.png; Categories — Lease purpose — settings-categories-lease-purpose-section.png | resolution) | Listings property/unit Contract card shows which PDF template applies (unit → property → account fallback) before Vivin generates tenant contracts | Listings — Contract tab — listings-property-effective-contract-card.png, listings-unit-effective-contract-inherited.png; Glossary — Effective contract | | Property and unit edit sidebars use Setup / Full integration / Photos pills — operational fields, marketplace payload, and gallery; amber dot on Full integration signals missing partner fields (#2082) | Glossary — Property edit sidebar pills, Listings — Editing Properties — listings-property-edit-sidebar-pills-setup-full-integration-photos.png, listings-unit-sidebar-pills-setup-full-integration-photos.png, listings-property-edit-photos-reorder-cover.png | | Saving a new Category on Tenants → Tenant Info back-syncs booking.tenantCategoryId and force-refreshes Finance caches — Contract Values, Overview, and Deposits filters reflect the segment within seconds instead of waiting for the ~30-minute cron (#2088) | Glossary — Finance tenant category cache refresh, Finance — Tenant category filter, Tenants — Tenant Info | | SIMAR (Loures e Odivelas) water bills use Cód. Local / Código de Local in Connections — not Nº de Contador; leading zeros stripped (#2110) | FAQ — SIMAR water bill property match, Glossary — SIMAR water contract ID, Utilities — Connections, Listings — Step 2 Utility Bills ID | | On Add booking, turn off Use unit contract rents and other contract details to reveal Create check-in ticket / Create check-out ticket when the property has auto-create enabled — uncheck to skip automatic tickets for this reservation only (#1140) | Glossary — Per-booking maintenance ticket opt-out, Bookings — Creating a New Booking — bookings-add-booking-maintenance-ticket-opt-out.png, Listings — Maintenances tab | | In-sidebar entityChangeLogEntries on Listings property/unit setup and Bookings Changelog — operator-initiated field edits and milestones only; create-time defaults excluded (#2093) | FAQ — Booking Changelog scope, Glossary — Change history, Listings — Change history, Bookings — Timeline (booking change log) | | Integration bookings with a pending provider platform in-payment cannot be soft-archived until the row is Rejected or assigned (#2076) | Glossary — Provider platform Delete Booking guard hub, Provider platform Delete Booking guard, Bookings — Provider platform payment — bookings-detail-provider-platform-payment-field.png, bookings-detail-delete-booking-provider-platform-error-toast.png, bookings-provider-platform-reject-delete-flow.mp4; FAQ — Delete Booking on integration reservation | | Cancel booking for real voids (policy settlement, Canceled filter, full ledger); Delete Booking soft-archives mistaken/test rows (drops from default lists; Manual Transactions hidden on Finance → Transactions; System Transactions (vIBAN, credit card) stay — #1897). Clear provider platform in-payment before Delete (#2076) | Check-out vs cancellation | Common Workflows — Check-out vs cancellation, Managing a Check-out — Step 7, Cancelling a Booking — Step 4, Cancel Booking vs Delete Booking, Cancellation collections before void, Check-out collections before refund, FAQ — Check-out vs cancellation (workflows-cancel-booking-refund-modal-flow.mp4, bookings-cancel-booking-modal-refund-types.png, bookings-list-canceled-tab.png, bookings-detail-deposit-tab-ready-to-refund-toggle.png) | e-cancel-booking-vs-delete-booking">FAQ — Cancel Booking vs Delete Booking, Cancelling a Booking, Bookings — Delete Booking (soft archive), FAQ — Portfolio retirement decisions — bookings-cancel-booking-modal-refund-types.png, bookings-list-canceled-tab.png, workflows-cancel-booking-refund-modal-flow.mp4, finance-transactions-type-summary-cards.png | | Building Archive vs reservation Cancel vs Delete Booking — three scopes with different list visibility and ledger outcomes | Glossary — Portfolio retirement decisions hub, FAQ — Portfolio retirement decisions, Cancel vs Delete, Archive a property — listings-archived-populated-table.png, listings-archived-unarchive-sidebar.png, bookings-cancel-booking-modal-refund-types.png, finance-transactions-type-summary-cards.png | | Archive in the property edit sidebar moves a building to Listings → Archived (/listings/archived); hidden from default pickers; bookings and finance history remain — Unarchive restores to Portfolio | Glossary — Archive property (building-level) hub, Glossary — Archived property, Listings — Archived properties — listings-archived-populated-table.png, listings-archived-unarchive-sidebar.png, FAQ — Archive a property | | After Delete Booking, Finance → Transactions hides manual/provider_platform rows for that reservation; vIBAN and credit card automated captures stay visible (#1897) | Glossary — Archived booking ledger visibility hub, Archived booking ledger visibility, Finance — Archived bookings on the ledger, Bookings — Delete Booking (soft archive), FAQ — Manual payments after Delete Booking — finance-transactions-type-summary-cards.png | | Payment-driven depositStatus on bookings (#781): Not Paid → Partial Paid → Fully Paid → Ready to Refund → Refunded, with optional Disputed freeze — lifecycle pill on booking Deposit tab; row chips on Finance → Deposits | Glossary — Deposit lifecycle status, Glossary — Deposit lifecycle status hub, FAQ — Deposit lifecycle status hub, Bookings — Deposit tab, Finance — Deposit lifecycle status cards — finance-deposits-status-cards.png, bookings-detail-deposit-tab.png, bookings-detail-deposit-tab-ready-to-refund-toggle.png, finance-deposits-tab-mark-refunded-flow.mp4 | | Fully Paid deposit flagged while deductions are contested — Refund / Mark refunded frozen until Resolve Dispute; bookings.dispute + account toggle | Glossary — Deposit dispute, Glossary — Deposit dispute hub, Common Workflows — Managing a Check-out — Step 5, FAQ — Deposit dispute hub — bookings-detail-deposit-tab-mark-disputed-button.png, bookings-detail-deposit-tab-disputed-state.png, finance-deposits-mark-disputed-row-action.png, finance-deposits-resolve-dispute-row-action.png, deposit-dispute-mark-and-resolve-flow.mp4 | | Default ~3 months window on Finance → Deposits; a row appears when check-in, check-out, or Refund Due Date intersects the range — clear or widen before triaging older move-outs, disputes, or export | Glossary — Finance Deposits date range, Glossary — Finance Deposits date range hub, FAQ — Deposit missing on Finance Deposits hub, Common Workflows — Deposit missing on Finance Deposits — finance-deposits-date-range-toolbar-default.png, finance-deposits-date-range-toolbar-cleared.png, finance-deposits-date-range-clear-flow.mp4 | | Tools → Audit table headers sort server-side across the full filtered set (default Created descending); click Unit, End, Nights, or Reason to reorder before export or row-open | Audit — Toolbar and filters, Manual block hygiene — Step 3 — audit-manual-blocks-column-sort-unit-asc.png | | Tools → Audit Created by multi-select limits the table, Blocked nights per month chart, and Export to blocks added by chosen property managers — pair with Date range after staff turnover | Audit — Toolbar and filters, Manual block hygiene — Step 2 — audit-manual-blocks-created-by-filter-open.png, audit-manual-blocks-created-by-filter-chip.png | | Deposit lifecycle status row on Finance → Deposits (#2091): click Partial paid, Ready to refund, or other lifecycle cards; counts scope to the selected Timeline bucket — pairs with Other filters → Deposit status | Finance > Deposits — finance-deposits-status-cards.png, finance-deposits-lifecycle-partial-paid-card.png, bookings-detail-deposit-tab-partial-badge.png; walkthrough finance-deposits-partial-collection-walkthrough.mp4 (pre-#2091 UI — follow-up re-record) | | Change monthly rent clamps months below already-invoiced totals; Contract Values → Edit amount blocks net edits under the same floor — lowering invoiced rent uses Contract Values → Credit note then Issue credit notes on Finance (or Set manual when accounting handles the document outside Vivin) | Glossary — Invoiced floor (rent) — bookings-detail-change-monthly-rent-modal.png, bookings-detail-contract-values-invoiced-floor-edit-amount.png, bookings-rent-reduction-invoiced-floor-flow.mp4; FAQ — Invoiced floor (rent) hub | | Change monthly rent / Contract Values → Edit amount blocked below exported rent — Contract Values → Credit note then Issue credit notes (N) on Finance → Transactions | Glossary — Rent reduction after invoicing, Glossary — Rent reduction after invoicing hub, Common Workflows — Rent reduction after invoicing, FAQ — Rent reduction after invoicing hub — bookings-detail-change-monthly-rent-modal.png, bookings-detail-contract-values-invoiced-floor-edit-amount.png, bookings-rent-reduction-invoiced-floor-flow.mp4 | | Settings → Emails → Booking lifecycle emails check-in trigger; auto-send on portal signing / move-in payment / cron; 15-day cutoff; paper upload does not trigger; Send / Resend on Contract Info | Emails — When lifecycle check-in emails send, FAQ — automatic check-in email, Bookings — Check-in & Check-out emails | | Account Settings → Integrations — Listing keys on the Hostkit card: server search, ~20-row infinite scroll (GET /listings/hostkit-keys), per-row Save without losing scroll position | Glossary — Hostkit hub, Integrations — Hostkit (invoicing), FAQ — Hostkit hub (settings-invoicing-hostkit-series.png) | / return / impairment) | Line-level or booking-scoped changes on Contract Values; impairment loss on scheduled charges | Bookings > Discounts and payment adjustments — bookings-detail-contract-values-line-discount-modal.png; Glossary — Return of value, Impairment loss | | Line-level or booking-scoped reduction on scheduled charges (paymentsPlan); Discounts tri-state filter on Bookings and Finance Other filters | Bookings > Discounts and payment adjustments — bookings-detail-contract-values-line-discount-modal.png, bookings-detail-contract-values-apply-booking-discount-modal.png; Finance > Deposit refund readiness filters | | Opt-in email + in-app row (Payment received from tenant …); per-PM audience on /notifications | Notifications module, Glossary — Payment notification (operator) | | In-app Payments category row when a scheduled charge is overdue or a booking balance triggers an operator alert; row-click opens the related booking — continue on Handling a Late Payment | Notifications — Payment overdue alerts, Notification triage — Step 4, Glossary — Notification row navigation — notifications-module-row-click-target.png, notifications-row-navigate-to-booking-detail.png | | Channel Manager date + Apply to all listings on Airbnb / Booking.com cards | Integrations — Short-term configuration — settings-integrations-short-term-ical-channel-manager.png | | Operations → Check-in & Check-out rows imported from calendar-only feeds (not full API bookings) — often labelled Booking.com Reservation or the platform name | Operations — Check-in & Check-out — operations-check-in-out-other-filters-drawer-short-term.png, operations-check-in-out-check-outs-next-7-days.png; Managing a Check-in, Managing a Check-out | | Partial GET …/listings (calendar/pricing) vs full GET …/:landlordKey/listings/full (publish catalogue) | API Reference — Partial vs full, Full listing feeds | | HA / Uniplaces POST …/webhook in Integration Swagger (not the in-app Notifications module) | Webhooks & Notifications | | Account-scoped operator tools vs booking-scoped tenant automation | Landlord MCP, Tenant MCP | | Full integration pill section cards | Booking engine details | | Internal chat thread on a booking; @handle autocomplete, delete confirmation, and email alerts to tagged teammates | Bookings > Comments tab — bookings-detail-comments-tab.png, bookings-detail-comments-mention-flow.mp4, bookings-detail-comments-delete-confirm.png | | WhatsApp and email on the booking sidebar when tenant chatbot is enabled; WhatsApp / Email channel pills; Labels row, optional Pause bot toggle (when configured), Bot reasoning audit on automated replies, and WhatsApp composer on the WhatsApp filter; Refresh in the sidebar header toolbar; No messages yet per active channel (including when the other channel has history); expanded emails can list Attachments with preview/download — pair with global Inbox for cross-booking triage | Glossary — WhatsApp per-booking messaging hub, FAQ — WhatsApp and email per booking, Common Workflows — WhatsApp per-booking messaging, Inbox — Relationship to Bookings Communication, Bookings > Communication tab — bookings-detail-communication-tab-whatsapp-thread.png, bookings-detail-communication-tab-bot-reasoning-expanded.png, bookings-detail-communication-tab-whatsapp-composer.png, bookings-detail-communication-tab-whatsapp-labels.png, bookings-detail-communication-tab-email-inbox.png, inbox-module-overview.png, inbox-module-triage-flow.mp4 | | Read-only maintenance ticket table on the booking sidebar when operations.module is granted; Source column (tenant portal, chatbot, team, check-in/out, recurring); Open Operations — Tickets header link (rows are not clickable); load-error Retry; empty No tickets yet state | Bookings > Tickets tab — bookings-detail-tickets-tab.png | | Communication — Could not load messages + header Refresh; Tickets — red banner + Retry; other booking tabs stay usable — distinct from whole-module Directory list load failures | Glossary — Booking sidebar tab load failures hub, FAQ — Communication or Tickets load failure, Bookings > Sidebar tab load failures, Common Workflows — Booking sidebar tab load failures — bookings-detail-communication-tab-whatsapp-thread.png, bookings-detail-tickets-tab.png | | First-fetch failures on large directories — Failed to load … alert cards with Retry / Try again; distinct from zero-row filter matches and from booking-sidebar tab errors | Glossary — Directory list load failures hub, Glossary — Directory list load failures, FAQ — Directory list load failures hub, FAQ — Directory list load failures — dashboard-partial-data-load-failure.png, utilities-overview-load-failure.png, notifications-module-load-failure.png | | Silent refresh of the short-lived access token via an httpOnly refresh cookie; Logout in the sidebar user section revokes refresh server-side; Your session expired when refresh can no longer continue | Getting Started — Staying signed in — getting-started-sidebar-user-logout-section.png; FAQ — session expired | | One row per due date with Rent, conditional Cleaning / Admin / Exit columns (account toggle or non-zero booking amounts), always-visible Deposit and Others, and a Total that sums only visible columns while Deposit always counts | Bookings > Payment Plan — bookings-detail-payment-plan-tab-schedule.png | | Initial Deposit badges; Current Adjustments / Current Deductions from payment-plan balance; Total to refund or Cash back to tenant; post-refund From security deposit / No bank transfer breakdown | Bookings > Deposit tab — bookings-detail-deposit-tab.png, bookings-detail-deposit-tab-paid-badge.png | | Signed-in home, Make payment paywall (amount + bank transfer / credit-card iframe), services catalogue, and request confirmation (plus invalid-link recovery) | Tenant Portal — tenant-portal-home-overdue-balance-card.png, tenant-portal-paywall-amount-and-methods.png, tenant-portal-paywall-credit-card-checkout-iframe.png | | Cost allocation panel on a maintenance ticket: signed € total from linked inflow/outflow rows; click a row to open the Cash flow detail sidebar without leaving the ticket | Operations — Linking cash flows to a ticket — operations-ticket-detail-cashflow-linked-rows.png, operations-ticket-cashflow-linking-flow.mp4 | | Schedule date 30+ days ahead → Draft badge and Draft KPI card filter; underlying workflow status stays Unassigned / In progress until the date nears | Operations — Draft status — operations-tickets-draft-badge-row.png, operations-ticket-draft-filter-flow.mp4 | | One unit with a check-out and a check-in on the same calendar day — plan cleaning tickets, access handover, and deposit timing together; use Operations → Check-in & Check-out, then Bookings → Timeline or Sales → Multicalendar for a Gantt overlap check on the unit row | Glossary — Same-day turnover — operations-check-in-out-check-outs-next-7-days.png, bookings-timeline-view.png, sales-multicalendar-timeline-view.png; Managing a Check-in, Managing a Check-out |

Letter-section index

Pair with other glossary clusters

Jump to a letter when you already know the term — pair illustrated entries in Visual quick reference with Glossary cluster cross-reference for topic grouping. Deep-dive #### terms: Glossary deep-dive index. Full hub map: the Finding your way tip at the top of this page.

A

Pair with other glossary clusters

A covers access, analytics, audit, and allocation vocabulary — pair B (bookings), C (credit notes, contracts), and the Analytics KPIs row in Glossary cluster cross-reference with FAQ — Analytics.

Access Code A code (manual or Nuki-generated) that allows tenants to enter a property or unit. Configured in the Access Lockers tab during Onboarding a New Property — Step 4 and verified before Managing a Check-in — Step 4 — hub: Common Workflows — Property setup to first arrival handoff. Codes are automatically included in check-in emails and the Tenant Portal.

Admin Fee A one-time administrative charge added to a booking's payment schedule. Default amounts are configured during property creation or on the property Contract Information card (fixed or tiered). Operators can override the € amount on an existing booking on Contract Info → Booking information (Bookings module); setting €0 disables the fee on that reservation's payment plan.

ADR

The abbreviation is reused in two places with different definitions:

Dashboard — Occupancy Forecast — In the chart legend on the Dashboard, ADR (€) is the average monthly rent among units counted occupied on that day (not a nightly rate). Use it alongside Total capacity to compare pricing efficiency with occupancy.
Analytics (KPI workspace) — On the ADR tab at /analytics/adr, the product defines average daily rate as total revenue divided by occupied nights in the selected range (open the information icon next to the date range for the exact wording). That tab shares the same layout pattern as Revenue and RevPAR; see Analytics module.

Analytics (KPI workspace)

The Business > Analytics screen at /analytics (sidebar order: after Finance): portfolio KPI charts (Overview, Revenue, Occupancy, ADR, RevPAR, Maintenance) for a configurable date range. Access requires the Analytics module permission (analytics.module); it is a separate surface from Sales calendar and pricing tools. See the Analytics module; bookmarkable routes are listed in Deep Links — Analytics (KPI Dashboard).

Property and unit edit sidebars in Listings use a pill row with three layers (#2082):

Pill	Purpose
Setup	Operational fields — general info, tags, contract, payments, access, channels, calendar, change history, archive
Full integration	Marketplace and booking-engine payload — copy, amenities, partner platforms, readiness checks; opens the same editor as Property & listing details (booking engine)
Photos	Property- or unit-level gallery; drag to reorder — first image is the cover

Bookmark Full integration directly with ?propertyDetails=1 or ?listingDetails=1 on Listings URLs — Deep Links — Booking engine details layer. The revamp removed the legacy header Go to details control; all three pills are visible to every operator with Listings edit access.

Finance tenant category cache refresh

Finance Tenant category filter results on Contract Values, Overview, and Deposits match against the denormalized booking.tenantCategoryId stored inside cron-warmed finance caches — not against live tenant profile reads on every request. When you change a tenant's Category on Tenants → Tenant Info (or assign category during + Create New → Tenant), Vivin immediately updates booking.tenantCategoryId on every linked reservation and force-refreshes the affected finance caches in the background (#2088). Filter results on Finance tabs typically catch up within seconds instead of waiting for the ~30-minute refresh cron.

This refresh fixes filter results after recategorization. It does not change the drawer option list — since #2314, Finance loads the full segment catalog from GET /tenant-categories regardless of cache contents. See FAQ — Finance tenant category filter parity. For month-end triage, use Finance — Tenant category filter directly — same habit as Portfolio KPI review — Step 6 and Common Workflows — Portfolio segmentation by tenant category. Pair with FAQ — Assign tenant category for direct booking when direct bookings still show Unassigned.

SIMAR water contract ID

Portuguese water operators use different identifiers on supplier PDFs. SIMAR (Loures e Odivelas) labels the supply location as Cód. Local or Código de Local — not the water meter number (Nº de Contador). Store that local code (without leading zeros) in the Water column on Utilities → Connections and in property setup Step 2: Utility Bills ID (#2110). Example: PDF shows Cód. Local: 0181474 → save 181474 in Connections.

The AI Invoice Reader extracts SIMAR water bills using the same rule and applies a post-extraction fixer when the model picks the meter number by mistake. If a SIMAR PDF still lands on the wrong property, compare the Cód. Local on the statement with your Connections grid before you escalate — see FAQ — SIMAR water bill property match. EPAL uses a similar Código de Local pattern; SIMAS and most other operators still use the meter number.

Per-booking maintenance ticket opt-out

Property-level rules on Listings — Maintenances tab auto-create Operations → Tickets rows for check-ins and check-outs. On Add booking, when you turn off Use unit contract rents and other contract details on the rent step, Vivin shows Maintenance tickets with Create check-in ticket and/or Create check-out ticket — only for event types enabled on the property (#1140). Both default checked (same as the property). Unchecking skips automatic ticket creation for this reservation only; later bookings still follow the property rule. When Use unit contract rents and other contract details stays on, Vivin applies today's property defaults with no per-booking override row. See Bookings — Creating a New Booking (bookings-add-booking-maintenance-ticket-opt-out.png) and FAQ — Skip automatic tickets for one booking.

Archived property

Full hub: Archive property (building-level) (surface/symptom tables, per-guide mesh, and listings-archived-populated-table.png, listings-archived-unarchive-sidebar.png).

A property removed from the active Portfolio tab in Listings via Archive in the property edit sidebar. Archived properties appear under /listings/archived (or legacy /properties/archived, which redirects there — see Legacy /properties URLs — Archived portfolio). Unarchive restores the property to portfolio pickers and the default Listings view without deleting bookings or financial history. Hub matrix: Common Workflows — Archive property (building-level). Pair Common Workflows — Cancel Booking vs Delete Booking for reservation-level void vs soft-archive — building Archive does not replace per-reservation Cancel / Delete. Step-by-step: FAQ — Archive a property (listings-archived-populated-table.png, listings-archived-unarchive-sidebar.png) and Listings — Archived properties. Three-way scope table: Portfolio retirement decisions.

Archived booking ledger visibility

Full hub: Archived booking ledger visibility (symptom table, System vs Manual Transactions buckets, per-guide mesh, and finance-transactions-type-summary-cards.png).

Finance Transactions — type summary cards showing System vs Manual Transactions buckets on the ledger

AI Assistant (management) The operator-facing conversational assistant in Tools > AI Assistant (URL /ai-chat). Answers portfolio questions using your account data; Vivin internal access only. API failures show a red inline banner above the composer (for example Failed to send message. Please try again. after a send error — retype your question because the composer clears on submit). See AI Chat module.

AI Chatbot An intelligent chatbot that provides automated 24/7 tenant support via WhatsApp and email (not an in-portal chat in the Tenant Portal). Handles common enquiries about payments, contracts, maintenance, and move-in information, with intelligent routing to your team for complex issues. Account-level persona and IF/THEN rules are edited under Account Settings → Chatbot (/settings/chatbot). On each booking, Bookings → booking detail → Communication exposes WhatsApp (send replies, UAZAPI labels) and read-only email; ingested channel history loads when the integration is enabled on the account (isTenantChatBotEnabled). See Automation & AI and Bookings — Communication tab.

AI Invoice Reader An AI-powered tool that automatically reads utility bills, identifies the correct property, and extracts key data (provider, amount, consumption, billing dates) without manual input. See Utilities Module.

Allocation In Finance, matching an incoming payment to scheduled charges. See Payment Allocation. In Utilities, the product also uses “allocation” for utility cost shares proposed per booking before they become tenant charges — review and approve/reject those rows under Utilities > Allocations tab; that workflow is separate from payment allocation.

Audit The Tools → Audit workspace at /audit for reviewing manual availability blocks (operator holds on unit calendars — same underlying records as Add unavailability in Listings). Access requires the Listings module permission. The first tab is Manual Blocks, with guidance on spotting stale or vague blocks that can silently reduce occupancy; column headers sort server-side across the full filtered set (see Manual block hygiene). Full module documentation: Audit. Bookmarkable routes: Deep Links — Audit.

B

Pair with other glossary clusters

B booking and billing terms pair C (credit note, communication schedule), D (deposit dispute, draft ticket), and FAQ — Bookings.

Bills Included (Ceiling) The maximum utility cost per month that is absorbed into the tenant's rent. If the actual bill exceeds this ceiling, the tenant is charged the difference (overage). Configured during property creation Step 3.

Booking

A reservation linking a tenant to a unit for a specified period. Booking status follows the implemented lifecycle: upcoming -> current -> ended, with canceled available via cancellation.

Booking Engine (White Label) A fully branded booking interface that can be embedded on your website for commission-free direct bookings. Includes instant availability display, visits management, video calls, and conversion tracking. See Integrations & Distribution.

Booking engine details editor The management UI’s full-page Property Details / Listing Details layer, opened from Listings via the Full integration pill in the property or unit sidebar. It edits the marketplace and booking-engine payload (grouped tabs, bilingual fields where supported), separate from the standard Listings setup fields in the same sidebars. You can also open the same layer from a bookmark or shared link using the propertyDetails=1 or listingDetails=1 query flags on Listings URLs (see Deep Links — Booking engine details). See Property & listing details (booking engine).

Booking Tag

A classification label applied to a booking for filtering and reporting purposes. Configured in Settings > Categories > Bookings. The same vocabulary appears in the Select categories toolbar on Bookings (includes synthetic No category for empty bookingTags) and under Booking → Select categories in Finance → Other filters. Distinct from Listing tag (filter) on properties and units.

Bot reasoning (audit)

Full hub: Bot reasoning (audit) hub (thread Reasoning audit vs ChatBot persona / IF/THEN editing, symptom table, and per-guide/module mesh).

On Bookings → Communication → WhatsApp, when Vivin stored internal reasoning text with an automated Bot reply, the mint bubble shows a compact Reasoning control under the message body. Click it to expand the explanation the bot used before sending (italic text in parentheses). Tenant and operator (You) bubbles do not include this toggle. Use it to audit automated answers without server logs — then adjust rules under ChatBot settings. See Bookings — Communication tab (bookings-detail-communication-tab-bot-reasoning-expanded.png), FAQ — Bot reasoning (audit) hub, and Common Workflows — Bot reasoning (audit).

Brand Color The hex color code used as the primary accent color in the Tenant Portal and automated emails. Configured in Settings > General Information.

Bulk Hostkit invoicing

Full hub: Bulk Hostkit invoicing (month-end Issue allocation / Invoice selected Hostkit pacing, Issue credit notes cleanup, symptom table, and per-guide mesh).

When month-end Issue allocation or Invoice selected runs on many Finance → Transactions rows, Vivin paces Hostkit API calls per listing key and retries HTTP 429 with backoff — large batches can take several minutes even though the UI stays responsive. The same bulk toolbar pushes Issue credit notes (N) after invoiced floor rent relief or invoiced Reject / Revert cleanup. Pair Month-end invoicing (fixed date) when every document must share one posting date (finance-transactions-bulk-toolbar-fixed-invoice-date-banner.png).

C

Pair with other glossary clusters

C contract and credit vocabulary pairs B (booking charges), D (deposit disputes), and the Financial & payments cluster in Glossary cluster cross-reference.

Calendar (Listings) The Calendar section at the top of a unit’s sidebar in the Listings module. It shows booked nights, external channel blocks, and manual unavailability on one timeline and list; use Add unavailability for operator holds (renovations, owner use). Booking dates and platform blocks are changed at their source, not by deleting those rows here.

Cash Flow Operational financial transactions not tied to a specific booking — for example, contractor invoices, supplies, or building repairs. Tracked in the Operations module. This is not the same object as the Cash Flow Forecast chart on the post-login Dashboard, which charts expected rent on due dates for active bookings.

Cash Flow Forecast (Dashboard) The bottom-left chart on the Dashboard: expected monthly rent summed on each calendar day when rent is due for active (non-canceled) bookings, with Past vs Expected styling around “today” and the same 1M / 3M / 6M / 12M horizon controls as Occupancy Forecast. Use it for near-term inflow timing from the rent schedule — not for recording operator expenses or non-booking cash lines (those live under Operations — Cash Flows). See the Cash Flow Forecast (Dashboard) row in Visual quick reference.

Finance income status (Finance Overview)

Hub matrix: Common Workflows — Finance Income status drill-down. The stacked Income chart on Finance → Overview: each month splits scheduled income into Paid, Scheduled, and In debt. Click a coloured segment (or a row in its hover tooltip) for a payment-line modal scoped to that month and status — use View booking on a line when you need the reservation sidebar. For booking-level receivables (ranked debtors, days overdue), use the Debt Aging panel (Top debtors or an overdue bucket) on the right — click a row to open the booking sidebar. Pair with FAQ — Finance Income status drill-down (screenshot walkthrough), FAQ — Bookings that owe money, Notification triage — Step 4 when payment alerts deep-link into a booking, Handling a Late Payment for collections triage, and Portfolio KPI review — Step 7 when Analytics revenue disagrees with Finance receivables. Distinct from Cash flow forecast (Finance Overview) (actual cash received) and Cash Flow Forecast (Dashboard) (rent due timing).

Finance Overview — stacked Income chart with Paid, Scheduled, and In debt segments beside Debt Aging panel

Finance Overview — In debt payment-line drill-down modal for a selected month

Cash flow forecast (Finance Overview)

Hub matrix: Common Workflows — Cash flow forecast drill-down. The chart on Finance → Overview below Income: actual cash received (confirmed in-payments only), aggregated by month or day via the Month / Day toggle on the chart header. Click a bar to open an All payments drill-down for that period. Pair with FAQ — Cash flow forecast drill-down (screenshot walkthrough), FAQ — Finance Income status drill-down (Paid / Scheduled / In debt segments vs collections history), Handling a Late Payment for collections triage, and Portfolio KPI review — Step 7 when Analytics revenue disagrees with confirmed cash. This is collections history — not rent due timing (Cash Flow Forecast (Dashboard) — see Visual quick reference) and not Operations — Cash Flows expenses.

Channel Manager Two related surfaces: Sales > Channel Manager for an operational grid of listings and their per-channel status (including per-row Copy iCal in the actions column, Export with a VIVIN iCal spreadsheet column for bulk outbound feed URLs, and Search units that also matches stored platform external ids such as Uniplaces or Airbnb listing keys — see sales-channel-manager-integration-id-search.png on the Sales page); and the Channel Manager block at the top of Account Settings > Integrations for account-wide Short-term iCal Max Date and bulk apply actions. Platform credentials, toggles, and optional Pricing Markup live on the Integrations page; use Sales when you are reconciling availability or links per listing.

Change history

An in-sidebar audit trail on property and unit setup editors in Listings (entityChangeLogEntries): human-readable log lines with timestamp and author for operator-initiated field edits (including formatted admin fee tier diffs when tiers change) — not every default populated at create time (#2093 stops untouched defaults and normalized fields from appearing as phantom edits in the booking Changelog too). It does not cover the Vivin-internal Property Details / Listing Details booking-engine layer — see Booking engine details. On bookings, the Changelog section inside Contract Info → Check-in & Check-out serves a similar role for milestone dates and booking field changes — when more than four events exist, View all (N) opens the full changelog modal with search. Three audit surfaces operators confuse: booking Changelog (reservation edits), Listings Change history (building/unit setup), and Tools → Audit (cross-portfolio manual blocks and discounts). Operator troubleshooting when create-time defaults seem “missing”: FAQ — Booking Changelog scope. See Bookings > Timeline (booking change log) and Manual block hygiene.

Property edit sidebar — Change history with recent field edits, timestamps, and author

Booking detail — Contract Info, Changelog View all modal with search and full event list

Check-in The event of a tenant physically moving into a unit. Managed through the Operations > Check-in & Check-out tab and the Managing a Check-in workflow.

Check-out The event of a tenant physically leaving a unit. Involves inspection and deposit handling; booking status then updates automatically based on dates. See the Managing a Check-out workflow.

Check-out final utilities handoff

Full hub: Check-out final utilities handoff (final supplier bills → Payment Plan overage → Ready To Refund, Pending receipt mesh, symptom table, and per-guide/module mesh).

Managing a Check-out Step 6 blocks deposit release until every charge — including final utility overages — is settled. Entering Monthly Utility Bills Steps 2–4 post landlord bills and tenant overage lines on Payment Plan before Step 5 — distinct from mid-stay Utility overage collections and rent Check-out collections before refund. Pair End-of-Booking cost split when Charge Time defers posting until checkout (utilities-allocations-review-flow.mp4).

Check-out collections before refund

Full hub: Check-out collections before refund (rent/fee Payment Plan arrears → collections → Ready To Refund, Pending receipt mesh, symptom table, and per-guide/module mesh).

Managing a Check-out Step 6 blocks deposit release until every scheduled charge is settled — including rent and fee arrears on Payment Plan. Handling a Late Payment Steps 1–4 collect departure-week rent/fee In Debt before Step 5 — distinct from utility Check-out final utilities handoff, duplicate Check-out ledger cleanup before refund, and pre-cancel Cancellation collections before void.

Check-out ledger cleanup before refund

Full hub: Check-out ledger cleanup before refund (duplicate departure transfers → Reject / Revert on Transactions → Ready To Refund, Pending receipt mesh, symptom table, and per-guide/module mesh).

Managing a Check-out Step 6 and Step 6b can show In Debt or a wrong Est. Refund when the tenant paid correctly but the ledger holds duplicate departure transfers — not unpaid rent (Check-out collections before refund) or utility overages (Check-out final utilities handoff). Reject/revert mistaken receipts Reject / Revert clears phantom balances before Ready To Refund.

Cancellation collections before void

Full hub: Cancellation collections before void (pre-cancel rent/fee Payment Plan arrears → collections → Cancel booking, Pending receipt mesh, symptom table, and per-guide/module mesh).

Cancelling a Booking Step 2 blocks Cancel booking on Step 4 until every rent/fee line on Payment Plan is settled — including Upcoming and Ongoing stays voided under policy. Handling a Late Payment Steps 1–4 collect pre-cancel rent/fee In Debt before the refund-type dialog — distinct from departure-week Check-out collections before refund, duplicate Check-out ledger cleanup before refund, and utility Utility overage collections on Canceled stays.

Lifecycle check-in email

The default Check-in template under Account Settings → Emails → Booking lifecycle emails. Vivin evaluates your chosen check-in trigger when move-in payments post, when the tenant completes digital contract signing in the Tenant Portal (signedContractPath), or on daily cron for date-based triggers — then sends at most one automatic message per booking (checkInEmailSentAt). Uploading a signed PDF on Contract Info does not count as portal signing for this automation; use Send Check-in email on Contract Info → Check-in & Check-out after manual upload when move-in requirements are met — see Emails — Operator upload vs portal signing. Automatic send is skipped when check-in day is more than 15 days in the past or the booking is Canceled. Optional Only for Nuki access requires Nuki access points before send. When tenants never reach portal Sign, pair FAQ — Tenant contract signing blocked with Processing a New Booking — Step 4 — hub: Common Workflows — Confirmation to check-in handoff (do not start Managing a Check-in — Step 1 until contract + confirmation charges clear). Full trigger matrix: When lifecycle check-in emails send. Operator troubleshooting: FAQ — automatic check-in email.

Booking detail — Contract Info Check-in & Check-out card with Send and Resend check-in email actions

Cleaning Fee A charge for cleaning services, either recurring (Every Month — one line per contract month) or one-time (One-Time Fee at Booking Confirmation or One-Time Fee at Move-in). Default frequency is configured in the property's Payments tab (Contract Information section); individual bookings can override it on Contract Info.

Confirmation Payment The payment(s) a tenant must make to confirm their booking — typically a deposit, first rent, or both. Confirmation payments on Contract Info flag Layer 1 lines for booking confirmation with due date min(booking created, check-in date). Defaults are set during property creation Step 4; operators can override per booking without changing property defaults. See Payment allocation — Confirmation vs move-in due dates and Bookings — Confirmation payments and check-in payments.

Check-in Payment Charges due on the booking’s check-in date — configured as Check-in payments on Contract Info (move-in requirement). Common combinations include Deposit and last rent when confirmation already collected first rent. Same overlap rules as confirmation payments; see Payment allocation.

Communication Rules

Automated tenant message rules configured under Account Settings → Emails → Communication Rules (/settings/communications). Each rule defines a trigger (event, offset, send time, balance and audience filters), subject/body (with {VariableName} placeholders), and whether it is enabled. Audience can include Require Nuki tenant ID, Smart locks, Booking tags, and Tenant categories — the last three share No filter / Include only / Exclude modes (include = booking carries at least one selected value; exclude = none of the selected values). Row actions include Edit, Test, Send now / Schedule (when the role has communication.send_now — on an inactive Now rule, Send now opens a recipient preview with deliverable counts before you confirm and activate; on an active Now rule, play deactivates), and enable/disable. See Emails.

Communication schedule

The All schedules modal opened from the calendar icon on the Communication Rules toolbar (or from a single rule’s View sent/scheduled messages control). Lists queued and sent messages with recipient, subject, status, and scheduled/sent timestamps; supports search and Export (CSV/Excel). Clicking a row opens the related booking in the Booking detail sidebar. See Communication schedule (calendar).

Contract Date The date a rental agreement legally begins, used for payment scheduling. May differ from the Occupancy Date (move-in date). See Getting Started > Dates.

Contract Value A single scheduled charge in a booking's payment plan — the "expected" side of the financial picture. See Payment Allocation.

Effective contract

The contract template Vivin uses when generating a tenant PDF for a given unit or property. Resolution follows a fallback chain: unit template (when uploaded on the unit) → property template → account default. The effective contract card on Listings property and unit editors shows the resolved source and lets operators preview the PDF before bookings inherit it. Changing templates on a property does not retroactively replace PDFs already generated on active bookings.

Mandatory for contract signing

Account-level toggles under Account Settings → Preferences → Tenant Portal that require specific Your Details fields in the Tenant Portal before digital contract signature (name, phone, nationality, identification and fiscal data, IBAN, and ID metadata). Each enabled toggle is enforced in the portal UI and server-side on sign — tenants cannot bypass a gate by calling the sign API directly. Defaults are Off for every field. Configure: Preferences — Mandatory fields before contract signing. Tenants see asterisk labels on the Your Details step of the Digital contract signing wizard. Operator troubleshooting when Sign contract is blocked: FAQ — Tenant contract signing blocked (settings-preferences-tenant-portal-contract-signing-required.png).

Account Settings — Preferences, Mandatory for contract signing toggles on the Tenant Portal card

Coliving / flex living

Pair with other glossary clusters

Portfolio-model context pairs with Getting Started — Core Concepts and Terminology, Distribution & channels (optional setup), and Integrations & Distribution. Full pairing matrix: Glossary hub cross-reference.

Operating models where multiple unrelated tenants share a property or building with shared spaces and services (coliving) or where stay length and channel mix vary across mid-term and short-term demand (flex living). Vivin’s product language and workflows assume multi-unit portfolios, turnover, and channel distribution — see Getting Started and Integrations & Distribution.

Create New The + Create New control in the left sidebar (shown from medium-width layouts upward) opens a slide-out of quick-create actions: People, Listings, Reservations, Operations, Payments, plus Tools (utility bill upload) for Vivin @vivin.app accounts. See the Create New Menu reference.

Cost Allocation A category assigned to a cash flow entry for expense reporting. Configured in Settings > Categories > Cashflows and applied when you create or edit rows on the Operations > Cash Flows tab. On a maintenance Ticket, the Cost allocation sidebar panel also classifies who bears repair cost (Owner, Tenant, Internal) and can link existing cash flows so the ticket’s signed € total reflects linked ledger lines.

Credit note warning (reject/revert)

Full hub: Credit note warning (reject/revert) (modal banner surfaces, Not issued credit note queue symptom table, and per-guide mesh).

Red banner on Reject Payment and blue info on Revert payment when Finance may already have invoiced the charge — the in-product cue to clear the Not issued credit note queue on Finance → Transactions. Accounting vocabulary: Credit note (payment reject/revert).

Credit note (payment reject/revert)

Accounting follow-up copy Vivin shows when you reject or revert an in-payment that may already be invoiced through your integration (for example Invoice-xpress). Reject payment (on pending rows on booking Transactions, or Reject selected on Finance → Transactions) opens a confirmation modal with a red banner: Warning: this may require a credit note and invoice follow-up. Revert payment (on confirmed or rejected rows) shows a blue info banner: Info: this may require invoice or credit note updates afterwards. Vivin removes or rolls back the allocation in-product and creates credit-note reversal rows when needed. Issue those documents from Finance → Transactions — use the invoice filter pills beside Export (All / Invoiced / Not Invoiced / Not issued credit note / Issued credit note), filter Not issued credit note, then Issue credit notes (N) on the bulk bar or Issue credit note to provider on each reversal allocation in transaction detail — or mark reversals Set manual when accounting handles the nota de crédito outside Vivin. Operator walkthrough: FAQ — Reject or revert an incoming payment (bookings-detail-transactions-reject-modal-credit-note-banner.png, bookings-payment-row-actions-flow.mp4).

The same reject modal appears from Processing a New Booking, Handling a Late Payment, Managing a Check-in, Entering Monthly Utility Bills, Managing a Check-out (duplicate final payment during settlement), and Cancelling a Booking. Cancelling with already-invoiced schedule lines also requires credit notes outside Vivin — see Cancelling a Booking — Step 2b. Rent edits below the invoiced floor need the same external follow-up. Hub matrix: Common Workflows — Reject/revert mistaken receipts. Concept reference: Payment Allocation — Correcting mistaken receipts. Module reference: Bookings > Transactions row actions, Finance > Row actions, Finance — Issuing credit notes, Notification triage, Portfolio KPI review — Step 7, FAQ — Reject or revert an incoming payment.

D

Pair with other glossary clusters

D deposit and directory UX terms pair F (Finance Deposits date range), N (notification navigation), and FAQ — Payments & Finance.

Draft ticket (display status)

On Operations → Tickets, Draft is a display-only label — not a separate API status you assign manually. When a ticket’s Schedule date is more than 30 days in the future, the list shows a Draft badge and the Draft KPI card counts it, even though the saved workflow value remains Unassigned or In progress in the sidebar. Far-future scheduled work therefore stays out of the actionable Unassigned / In progress buckets until the schedule date moves inside the window. Use the Draft summary card or status pill to review long-lead jobs without mixing them into today’s queue.

Ticket — linked cash flows

On a maintenance ticket sidebar, the Cost allocation panel connects repair work to the Operations → Cash Flows ledger: link existing inflow/outflow rows, review a signed € total, and click a linked row to open the Cash flow detail sidebar without leaving the ticket. Use this when contractor invoices should reconcile with ticket-level spend — for example turnover cleaning paid to a supplier or damage repairs during Managing a Check-out. See Operations — Linking cash flows to a ticket.

Dashboard The first screen shown upon login, providing a real-time overview of KPI cards (Listings, Today, Total Debt, Monthly Revenue), plus Occupancy Forecast, Cash Flow Forecast, and Vacant Units. See Dashboard module.

Deep link (management frontend) A direct https://platform.vivin.app/… URL that opens a specific module, tab, or editor state (for example Listings on a unit with filters applied, or the booking-engine details layer via query flags). Use them in bookmarks, runbooks, and hand-offs between operators. Route patterns and caveats are listed in Management Frontend Deep Links.

Demand Forecasting A general industry term for projecting future booking demand. In Vivin, forward-looking occupancy is visualised with the Occupancy forecast chart on the Dashboard and on Sales > Overview; operators still set rents manually in Sales > Pricing. See Visual quick reference — Occupancy Forecast (Dashboard).

Deposit Refund Deadline The number of days after a booking ends by which the security deposit must be returned. Configured in Settings > Payments.

Deposit Refund (payment type) A manual outgoing in-payment recorded when an operator refunds a security deposit from Bookings → Deposit (permission bookings.refund). Appears on Finance → Transactions under the Manual Transactions group (Deposit Refund sub-card) and as a scheduled line on the booking Payment plan with subtitle Deposit Refund and a minus-prefixed Deposit amount. Distinct from Deposit collection lines (tenant pay-in) and from Mark refunded on Finance → Deposits (status tracking after the external bank transfer).

Deposit lifecycle status

Full hub: Deposit lifecycle status (payment-driven depositStatus pill vocabulary, lifecycle state table, symptom table, surfaces, and per-guide/module mesh).

When payment-driven lifecycle is enabled (#781), Vivin stores a single depositStatus on each booking and mirrors it as a lifecycle pill on the Deposit tab and on matching Finance → Deposits rows (distinct from the amber Partially paid collection badge, which compares Paid vs Amount on the same tab).

Status (English UI)	Typical meaning
Not Paid	No deposit allocation recorded yet.
Partial Paid	Some deposit collected but below the configured Amount.
Fully Paid	Deposit collected in full; pre-refund — Refund / dispute actions apply here.
Ready to Refund	Operations marked Ready To Refund (when required) — finance can queue the bank return.
Disputed	Deposit dispute freeze — refund actions blocked until resolved.
Refunded	Outbound deposit return recorded in Vivin (bank transfer still happens outside the platform).

Portfolio triage uses Finance → Deposits Deposit lifecycle status cards plus Other filters → Deposit status on Bookings and Finance — see Finance — Deposit status filter. Child topics: Partly collected security deposit (Partial Paid shortfall), Deposit dispute (Disputed freeze), Finance Deposits date range (toolbar window hides lifecycle card counts), Deposit refund summary (tenant-facing) (portal Payments net display after Mark refunded, #2295).

Deposit refund summary (tenant-facing)

After operators record Mark refunded, Vivin stores a booking_deposit_refund row and returns a DepositRefundSummary to the tenant portal (#2295). The portal Payments tab uses this summary — not the contract deposit amount — for the Deposit Refund transaction line.

Field	Meaning
`grossReversed`	Full deposit amount reversed on the ledger
`appliedToCharges`	Portion retained against outstanding charges
`netToTenant`	Cash returned to the tenant (what the portal displays)
`status: refunded`	Bank return to this tenant
`status: transferred`	Balance moved to another booking (`netToTenant` = 0)

Transaction search on the portal accepts signed amounts — -610 matches a €610 refund line (#2301). Operator workflow: Managing a Check-out — Step 5. FAQ: Tenant portal deposit refund amount.

WhatsApp Genius (operator)

Landlord-side WhatsApp Genius lets team members message an AI assistant from a personal Phone Number linked on Account Settings → Users (Edit card — not Add Team Member; #2311). Authorization uses property_manager.phone — the sender acts as their real user and MCP tool permissions follow that role. Replies are WhatsApp-shaped (no markdown tables; language matches the user; honest read/write tool surface — #2323–#2325). Money answers use Finance-sourced portfolio metrics (get-finance-overview, get-revenue-summary) so figures match Finance → Overview, not Analytics ADR/RevPAR (#3183). Distinct from the tenant-facing ChatBot (tenant WhatsApp/email) and in-browser AI Chat. Setup and troubleshooting: Users — WhatsApp Genius phone linking, Automation & AI — WhatsApp Genius, FAQ — Genius does not recognize my number, FAQ — Genius revenue vs Analytics.

Deposit dispute

Full hub: Deposit dispute (contested retention on Fully Paid deposits, Mark as Disputed / Resolve Dispute, symptom table, and per-guide/module mesh).

A Fully Paid (pre-refund) security deposit flagged while your team investigates damage claims or tenant pushback on deductions. Requires Enable deposit disputes and bookings.dispute. Managing a Check-out Step 5 and Cancelling a Booking Step 3 freeze outbound deposit returns when retention is contested — distinct from rent Check-out collections before refund, partly collected Partly collected security deposit shortfalls, and Deposit missing on Finance Deposits toolbar date range hiding older rows.

Partly collected security deposit

Full hub: Partly collected security deposit (deposit Partial paid card vs rent Payment Plan, symptom table, surfaces, and per-guide/module mesh).

A security deposit where Paid is above zero but still below Amount — lifecycle pill Partial Paid on depositStatus. Distinct from Partial Paid rent rows on Payment Plan. Portfolio triage: Finance → Deposits Partial paid lifecycle card or Other filters → Deposit status → Partial paid — distinct from Deposit dispute freeze on Fully Paid deposits and Deposit missing on Finance Deposits toolbar date range hiding rows.

Finance Deposits date range

Full hub: Finance Deposits date range (default ~3 months toolbar window, intersection rule on check-in / check-out / Refund Due Date, symptom table, surfaces, and per-guide/module mesh). Operator symptom mesh: Deposit missing on Finance Deposits hub.

On Finance → Deposits, the toolbar date range defaults to roughly the last three months through today. A deposit row appears when check-in, check-out, or Refund Due Date intersects the window — clear or widen before triaging older move-outs, dispute row chips, lifecycle card counts, or Export. Distinct from Partly collected security deposit shortfalls and Deposit dispute freeze on Fully Paid deposits.

Discount (booking)

A reduction applied to a scheduled charge on a booking’s payment plan — either per line (fixed € or % on one rent, fee, or service row) or booking-scoped (percentage or fixed total across the whole reservation or a selected scope). Discounts lower the net amount allocations compare against; the original amount column on Contract Values stays for audit. Operators add them on Bookings → Contract Values (Discounts row action or Apply booking discount toolbar pill) with permission bookings.add_discounts; deposit lines cannot be discounted. Portfolio triage uses Other filters → Booking → Discounts (With / Without) on the Bookings list and Finance drawer (same API field), or the dedicated Audit — Discounts tab (/audit/discounts) for KPI summary, export, and cross-portfolio review. See Discounts and payment adjustments.

Dual pricing / Local rent cap Account-level option on Payments, Invoicing & Utilities → Payments that splits each monthly Rent line on new bookings into a capped Rent portion and an Others line for the remainder (accommodation services). Requires Enable Dual Pricing, an Others category, and a per-unit Local Rent Cap in Listings. Frozen on the booking at create; see Payment allocation — Dual pricing rent split and Bookings — Dual pricing.

Due Date The date by which a scheduled payment must be made. Calculated from the charge date plus the Tenant Due Days configured in Settings > Payments. Individual properties can override this value.

Dynamic Pricing Industry term for rates that change with demand or rules. Vivin’s Sales > Pricing tab is where operators edit monthly rent per unit and month (with bulk tools); the product does not auto-rewrite your published rates from an in-app “dynamic pricing engine.” See Sales module.

E

Pair with other glossary clusters

E export, effective contract, and end-of-list terms pair I (infinite scroll), F (fixed invoice date), and FAQ — Navigation & shortcuts.

External listing ID The identifier a third-party marketplace (for example Airbnb or Booking.com) uses for a published listing. In Vivin, each unit is linked to that ID (and to channel URLs where applicable) on the Listings → Channels tab so imported bookings and calendar sync map to the right row in your portfolio. Marketplace enablement and account credentials live under Settings > Integrations.

Email Template A customizable email sent automatically to tenants at lifecycle events (onboarding, check-in, check-out) or based on rules (payment reminders). Configured in Settings > Emails. Lifecycle check-in send rules (portal signing vs paper upload, 15-day cutoff, Nuki-only toggle) are documented under Lifecycle check-in email and When lifecycle check-in emails send.

End of list

A subtle footer line some large directories show after the app has loaded every row that matches the current filters (search, status segment, tags, and so on). It confirms there is nothing left to fetch — not a button. Appears on full-page lists such as Listings portfolio, Listings archived, Tenants, Audit — Manual Blocks, the Notifications module (capture refreshed 2026-06-22 — notifications-module-end-of-list.png), and the full Support inbox at /settings/support. The Bookings list, Bookings Timeline unit axis, Dashboard notifications bell slide-over, and Help & Support drawer also load in chunks on scroll but do not show this marker; use /notifications when you need the explicit end-of-history line on notifications — see Notification triage — Step 5.

Infinite scroll (directory loading)

Pattern used when a module’s primary table or card grid is server-paged: the first request loads a batch sized for the viewport, and scrolling near the bottom triggers the next batch automatically (no Load more button). While the next batch is in flight, the UI shows skeleton or spinner placeholders at the bottom. Changing filters or search resets the list and starts again from the first batch. On most directory modules, Export still reflects the full filtered result set even when you have not scrolled through every chunk (for example Bookings — Exporting the list). Operations (Tickets, Cash Flows) and Utilities → Connections export only rows already loaded — scroll to the end of the list first when you need a complete spreadsheet. Documented in Listings, Bookings (list view) and Bookings Timeline (unit rows on the Gantt chart), Audit — Manual Blocks, Tenants, Notifications, Sales (Multi-calendar and Channels), Finance (Contract Values, Transactions, Payouts, Deposits — Export on Contract Values and Transactions still uses the full filtered set), Operations (Tickets and Cash Flows), Utilities — Connections, the Dashboard bell slide-over, and in-app Support (drawer and full inbox).

Export and download failures

When a CSV/Excel export, bulk PDF download, or similar file action fails (network timeout, HTTP 4xx/5xx, or assembly error), Vivin surfaces the failure instead of closing the menu with no file:

Surface	How the failure appears
Bookings list	Inline red alert under the toolbar
Tenants, Listings, Sales (Pricing / Channels), Audit	Toast (for example Failed to export.)
Utilities → Bills Download selected	Toast when one or more PDFs in the batch fail
Utilities → Timeline bill preview	Toast when a stored bill PDF cannot be opened

Retry after checking connectivity or narrowing filters. An empty filtered list still produces no file by design — that is not an error state.

Directory list load failures

Full hub: Directory list load failures (surface/symptom tables, per-guide mesh, and notifications-module-load-failure.png, audit-manual-blocks-load-failure.png, dashboard-partial-data-load-failure.png, analytics-kpi-load-failure.png).

When the first request for a large directory or dashboard aggregate fails (network drop, timeout, or HTTP 4xx/5xx), Vivin shows an explicit error instead of an empty table that looks like “no data”:

Surface	How the failure appears
Bookings list	Inline alert card — Failed to load bookings. Please try again. + Retry
Bookings Timeline (`/bookings/timeline`)	Centered chart error panel — Couldn't load the timeline bookings. + Retry (re-fetches listing axis and bars; distinct from list-view failure)
Tenants directory	Same card pattern — Failed to load tenants. Please try again.
Listings portfolio	Same card pattern — Failed to load listings. Please try again.
Sales (Pricing / Channels / whole module)	Module-level alert card — Failed to load sales data. Please try again. + Retry (blocks all four tabs until recovery)
Sales Overview free-unit popover	Inline text in the day/bar popover — Failed to load free units — KPI strip and availability charts still render; close the popover or pick another day
Operations Tickets / Cash Flows	Tab-level alert — Failed to load tickets. / Failed to load cash flows. + Retry
Notifications (`/notifications`)	Red message in the main panel — Failed to load notifications. + Try again
Support inbox (`/settings/support`)	Alert card — Failed to load support tickets + Retry
Dashboard (`/`)	Banner under the page header — Some dashboard data failed to load. + Retry (other widgets may still render from cache)
Audit Manual Blocks	Alert card — Failed to load manual blocks. + Retry
Analytics KPI workspace (`/analytics`)	Red inline alert — We couldn't load your portfolio KPIs + Try again (not blank charts that imply zero performance)
Utilities (each tab)	Tab-level alert — Overview / Connections / Bills / Timeline / Allocations show Retry; Cost map shows Failed to load data. (refresh the tab)
Settings → Services Requests queue	Inline alert — Could not load pending approvals. + Retry

Full hub: Booking sidebar tab load failures hub (surface table, symptom/decision tables, and per-guide mesh).

Tab	How the failure appears	Recovery
Communication	Title Could not load messages with short body copy	Refresh in the booking sidebar header toolbar (visible while Communication is active)
Tickets	Red banner — Could not load tickets. Try again.	Retry on the banner

These are tab-scoped errors, not whole-module directory failures. See FAQ — Communication or Tickets load failure and Directory list load failures for list pages such as Bookings, Tenants, and Notifications.

Settings and profile load failures (toast)

Some Account Settings tabs and My Profile surface load failures as toasts or inline alerts instead of a full-page directory card:

Surface	How the failure appears
Tenant categories list	Error toast — Failed to load tenant categories. — refresh the tab or reopen Account Settings
Emails Communication Rules tab	Inline banner — Couldn't load communication rules with Try again (saved rules are unchanged)
Integrations Other providers	Connections fetch failure shows an error toast (for example Failed to load integrations.) and an empty provider list — refresh before assuming no Nuki / Hostkit / Invoice-xpress connections. Remove connection delete failures also show an error toast while the confirmation modal stays open
Invoicing Tax codes (while editing)	Amber alert — Could not load tax options: + server detail and Retry link
My Profile (`/profile`)	Inline message — We could not load your profile details right now. — refresh the page

Notification read actions

On /notifications and the Dashboard bell slide-over, Mark all as read clears unread for every notification matching the current filter (full page) or the loaded inbox slice (bell). Mark as read on a single row clears that item only.

Outcome	Feedback
Mark all as read succeeds	Success toast — All notifications marked as read.
Mark all as read fails	Error toast — Failed to mark all notifications as read. Please retry. — unread badges stay unchanged
Mark as read on one row (button) succeeds	Success toast — Notification marked as read.
Mark as read fails	Error toast — Failed to mark notification as read. Please retry.
Row click marks unread	No success toast (same as before); failures still surface as a toast

See Notifications module and Notification triage.

Full hub: Notification row navigation (surface table, target-field symptom table, and per-guide mesh).

On the full Notifications page at /notifications, clicking a row does more than update read status when the platform attached a navigation target:

If the row is still Unread, it is marked read in the background (no success toast).
The app navigates using the first match in this order: backend link, then bookingId, tenantId, listingId, or propertyId.

Target field	Typical outcome
`bookingId`	Opens the booking detail sidebar on Bookings (`/bookings/list/:id`)
`tenantId`	Opens the tenant profile on Tenants
`listingId`	Opens the unit editor on Listings
`propertyId`	Opens the property editor on Listings
`link`	Follows the backend deep link (for example Inbox or Communication)
(none set)	Marks read when applicable; you stay on the inbox

This behaviour applies to the full module only. On desktop Dashboard, the header bell opens Notification detail inside the panel for most General rows, or navigates when the row carries a link (Inbox message rows jump to /inbox or booking Communication). Use /notifications when you want search, All / Unread / Read filters, and one-click triage into Bookings, Tenants, or Listings from payment and ticket alerts.

Notifications module — inbox row ready to open the related booking

Bookings — detail opened after clicking a payment notification row on /notifications

Directory search ranking

When a large directory’s toolbar Search matches more than one field on the same row, Vivin may re-rank results so the most likely match appears first. Behaviour differs by module:

Module	Ranking when search is active
Bookings	Unit internal name first, then tenant name or email, then rows that matched only on property, platform, IBAN, internal notes, or other columns.
Operations → Tickets	Unit / room hits and property internal name hits share the top tier (#2089); title, description, category-only matches rank below. With an active Property filter and default sort, property-level rows (building name only — no unit suffix) float first; explicit column sort opts out. Paste the full sequential ticket ID (for example `S259`, `T27`) to jump to one row (#2074).
Operations → Check-in & Check-out	Unit / listing name first, then tenant name or email, then property-only matches (client-side on the loaded date slice).
Operations → Cash Flows	Unit / listing name first, then title, description, or property-only matches (server search + client buffer re-rank).
Listings	No ranking — matching properties stay sorted A–Z by internal name.
Tenants	No ranking — server returns matches in the directory’s current sort order (name, balance, and so on).

Use at least two characters on Bookings search (single-character input is ignored). Paste a unit code on Bookings or Operations when you want the room reservation, ticket, handover event, or cash flow first; on Operations → Tickets, a property code shares the same top relevance tier as unit hits (#2089) — use it for common area or building-wide tickets. Paste the full ticket ID on Operations → Tickets when email or support references #S259 / T27 — see FAQ — Find a ticket by its ID (#2074); use fiscal ID or identification ID on Tenants when paperwork references tax or passport numbers instead of display names.

End-of-Booking cost split

When Account Settings → Utilities → Charge Time is End of Booking, Vivin calculates daily utility overage per property but defers posting an allocation row for each stay until that booking’s check-out date has passed. Glossary hub parity: Utility overage collections. Hub matrix: Common Workflows — Utility overage collections (Entering Monthly Utility Bills — Step 4 → Handling a Late Payment — Steps 1–4; utilities-allocations-row-breakdown-expanded.png, finance-contract-values-in-debt-filter.png, utilities-allocations-review-flow.mp4) · Common Workflows — Check-out final utilities handoff (Entering Monthly Utility Bills — Step 4 → Managing a Check-out — Step 6 before deposit release). During the stay, the unit still occupies the listing — and for cost-splitting purposes it still counts in the denominator for every day it is occupied (#2111). That prevents a tenant who checks out mid-year from absorbing the share of roommates who remain for later months.

Example — A coliving house has two active rooms in March. Tenant A checks out 1 June; tenant B stays through 1 August. A March electricity overage is split equally across both rooms for each day both were occupied. Tenant A’s allocation row appears only after A’s checkout; tenant B’s row appears after B’s checkout. A is not charged for B’s weeks after A has left.

Multi-word tenant names — On Tenants, Bookings, and Utilities → Allocations search, a query that spans first and last name (for example Maria Silva) also matches the concatenated full name, not only each name column on its own. This keeps directory search aligned with how operators type names from paperwork.

Tenants table expand

In Tenants table view, each tenant occupies one summary row. Click the chevron area to expand or collapse an inline sub-table of linked bookings (Unit, Rent, Created, Status, Period, Balance, Src, CT). Click the tenant name to open the tenant detail sidebar (/tenants/<id>) without leaving the directory; click a booking sub-row to open the booking sidebar in place (same pattern as grid cards).

Use table view when you need column sort and a quick per-tenant booking roll-up without opening every profile. Pair with the With Debt status pill or toolbar Search (including fiscal ID / identification ID) during collections triage — see Handling a Late Payment — Step 1. Grid view stays better when debt badges and multi-status booking previews matter at a glance.

Tenants — table view with one row expanded showing Unit / Rent / Balance booking sub-table

Table expand capture refreshed 2026-06-20 19:08 UTC (VIVIN_DOCS_BASE_URL=http://localhost:5173 VIVIN_DOCS_RECORD_API=$VITE_API_BASE_URL npx tsx tools/capture-tenants-table-expanded-screenshots.ts). Walkthrough MP4: tenants-table-expand-flow.mp4 on Tenants — Table view.

Server-driven search picker

Compact searchable dropdown used when a form must link to a large portfolio entity (tenant, property, listing, or booking) without loading the full account list up front. When you open the control, Vivin prefetches a small first page (about 10 rows), runs debounced server search as you type, and loads the next page when you scroll near the bottom of the menu — the same chunked pattern as infinite scroll (directory loading), but inside a popover. Property pickers call GET /properties/search (archived buildings excluded by default; owner scope mirrors other property routes). The legacy bulk GET /properties list was removed in the June 2026 performance pass — pickers always page. Row labels show the primary name; a secondary line can show email or address. Listing (unit) pickers are property-scoped: the server only returns units for the property you selected first; changing property clears the unit and resets the listing menu. When labels are property or unit internal names, options are ordered with natural numeric sort. With an active search query, property and listing (unit) pickers on Add booking apply name-first relevance before pagination: an internalName hit (exact, then prefix, then substring) ranks above a row that matched only on address, postal code, tags, or room number — so typing António surfaces Casa António I before buildings whose address contains “António” but whose code does not (#1880). Without a query, ordering is unchanged (natural numeric internalName only). See Picker search ranking. Documented examples: Add booking — tenant, property, and unit pickers, Sales Multi-calendar — Select properties, Finance — Other filters → Property (multi-select chips, owner-scoped server search), and Utilities — Select properties (module toolbar on Connections, Cost map, and other tabs).

Server-driven picker (directory select)

Compact dropdown used when a form or filter must reference one tenant, property, or similar entity from a large account without loading the full list up front. Behaviour matches the infinite-scroll directories, scaled to a popover:

Prefetch — opening the menu loads an initial page (typically about ten rows).
Search — typing debounces to a server search endpoint; results replace the list.
Infinite scroll — scrolling to the bottom of the menu fetches the next page until exhausted.
States — explicit empty and error messaging when search returns nothing or the request fails.

In product today: Select tenant on Add booking (TenantPickerSelect), Select properties on Sales → Pricing (PropertyPickerSelect), the multi-select Property control in Finance → Other filters (PropertyMultiPickerSelect, owner-scoped when owners are selected), Property in Operations → Other filters (PropertyPickerSelect, add-to-multi-select), Select properties on Utilities tabs (PropertyMultiPickerSelect), Properties audience on Settings → Emails — Communication Rules (PropertyMultiPickerSelect), and Properties scope on Settings → Services (PropertyMultiPickerSelect). The Bookings list Select properties toolbar control is a multi-select fed from portfolio filter metadata (distinct property names on the account), not the paged search endpoint — additional picker components exist for listings in other filter surfaces.

Picker search ranking

When a server-driven search picker has an active query, property and unit menus backed by GET /properties/search (and property-scoped listing pickers) rank matches before slicing the page — including Add booking, Finance → Other filters → Property, Operations → Other filters, Utilities → Select properties, Communication Rules → Properties, and Services → Properties scope:

Tier	Match on internalName (property or unit)
0	Exact equals query
1	Name starts with query
2	Name contains query
3	Matched only on a secondary field (address, postal code, property tags, room number, …)

Within the same tier, rows keep natural numeric internalName order. Ranking runs on the full matched set before pagination so a name hit on page two of an alphabetical sort still appears on page one when you search — the same “unit / name first” idea as Directory search ranking on large lists, applied inside picker popovers (#1880).

Examples: search António on Add booking → Property, Finance → Other filters → Property, Operations → Other filters → Property, Utilities → Select properties, Communication Rules → Properties, or Services → Properties — Casa António I and Casa António II appear above AA-11-5D (matched only because the address line contains “António”). Captures: bookings-add-booking-property-picker-search-rank.png (Bookings — Creating a new booking), finance-other-filters-property-picker-search-rank.png (Finance — Property & Listing filters), operations-other-filters-property-picker-search-rank.png (Operations — Overview tab), utilities-select-properties-picker-search-rank.png (Utilities — Portfolio scoping), settings-emails-communication-rule-property-picker-search-rank.png (Communication Rules — Audience: Properties), and settings-tenant-services-properties-picker-search-rank.png (Services — Properties scope).

Server-driven picker

Searchable dropdown used when loading every row in the account at once would be slow or unreliable on large portfolios. When you open the control, the app prefetches about 10 matches, runs debounced server search as you type, and loads the next page when you scroll to the bottom of the dropdown list — the same chunked pattern as infinite scroll, but inside a form or filter field. Empty and error states are shown explicitly in the panel. Examples today include the tenant field on Add booking (Bookings), property filters on Sales > Pricing, the Property multi-select in Finance > Other filters, Property in Operations > Other filters, Select properties on Utilities, Properties on Settings > Emails — Communication Rules, and Properties scope on Settings > Services.

F

Pair with other glossary clusters

F finance and fee vocabulary pairs P (payment allocation, portfolio filters), I (invoiced floor), and the Financial & payments cluster.

Fixed Rent A rent amount that remains constant for all bookings on a unit, regardless of season or demand. The alternative is Variable Rent. Configured in the unit's Rent Value tab.

At booking level, Vivin may still store isRentFixed = true when the listing is variable but every calendar month covered by the reservation’s contract dates shares the same configured rent — payment amounts are unchanged; only the booking-level flag and headline rent field reflect the constant value. The unit’s Rent Value tab stays variable for future stays. After Add booking, confirm Contract Info → Monthly rent — see Processing a New Booking — Step 3. Legacy bookings created before that inference shipped were backfilled to match the same rule. Operator-facing detail: Bookings > Fixed rent on a variable unit and FAQ — Fixed rent on variable unit.

Fixed invoice date reminder

Full hub: Fixed invoice date reminder (amber banner surfaces on Finance → Transactions and transaction detail, symptom table, and per-guide mesh).

Amber status banner Vivin shows when Use today as invoice date is off and a fixed Invoice date is saved under Settings > Invoicing — inline above Finance → Transactions search, compact in the bulk invoice toolbar beside Issue allocation / Invoice selected, and in transaction detail above allocations. Accounting setting: Fixed invoice date. Month-end workflow: Month-end invoicing (fixed date).

Fixed invoice date

Month-end invoicing (fixed date)

Full hub: Month-end invoicing (fixed date) (save fixed Invoice date → bulk Issue allocation / Invoice selected → reset Use today as invoice date, symptom table, and per-guide mesh).

When month-end close requires every invoice in a batch to share one posting date, turn Use today as invoice date off under Settings > Invoicing, save a fixed Invoice date, bulk-export on Finance → Transactions, then turn the toggle back on. Pair the amber Fixed invoice date reminder on Transactions and Bulk Hostkit invoicing when Hostkit Issue allocation paces the same toolbar.

Uncovered Debt

Full hub: Uncovered Debt (seven-card KPI strip compare, deposit-coverage symptom table, and per-guide mesh).

Hub matrix: Common Workflows — Uncovered Debt KPI · Finance debt receivables triage. On Finance → Overview, Uncovered Debt is an all-time KPI beside Total Debt. Total Debt sums tenant underpayment across bookings; Uncovered Debt is the portion of that balance not covered by security deposits the portfolio still holds — receivables where deposit offsets are insufficient. Use it with Finance Debt Aging (Finance Overview) (Top debtors, overdue buckets) and the In debt segment on the Income chart (Finance income status) when prioritizing collections — including after Notification triage — Step 4 opens a booking from a payment alert. The Dashboard Total Debt card uses the same balance rules but only for ongoing bookings and does not show Uncovered Debt — see FAQ — Dashboard Total Debt subtitle and Common Workflows — Finance debt receivables triage. See Finance > KPI strip, FAQ — Uncovered Debt KPI, and Handling a Late Payment — Step 1.

Finance Debt Aging (Finance Overview)

Full listing feed Partner-shaped JSON catalogue export (GET /{platform}-integration/:landlordKey/listings/full) used when a marketplace ingests rich listing create/update payloads (descriptions, amenities, photos). Distinct from the partial GET …/listings calendar contract. Platforms with full feeds today include Uniplaces, Spotahome, Housing Anywhere, and Inlife. See Full listing feeds.

G

Pair with other glossary clusters

G general platform terms pair M (management session), W (webhook), and Concepts.

Full integration pill The Listings sidebar pill (alongside Setup and Photos) that opens the Property Details / Listing Details editor for marketplace and booking-engine payloads — the same surface documented under Booking engine details editor in this glossary. Property and unit edit sidebars merged operational setup, marketplace payload, and gallery into these three pills (#2082), replacing the older header Go to details shortcut. An amber dot on the pill means required partner fields are still missing. See Property edit sidebar pills, Property & listing details (booking engine), and FAQ — Properties & Listings.

Gap Analysis A general term for finding empty nights or short holes between stays. In Vivin, inspect free periods on Sales > Overview — Availability over time and occupancy behind prices on Sales > Pricing; closing gaps remains an operational decision (rates, minimum stay, channels).

Hostkit

Full hub: Hostkit (per-listing Listing keys, FR invoice series, document {series}/{id} identity, and see invoice surfaces).

Portuguese invoicing provider connected under Settings > Integrations. Unlike Nuki or Invoice-xpress account keys, Hostkit uses one API key per listing, entered via Listing keys on the Hostkit card — the modal searches server-side and infinite-scrolls about 20 rows per request (GET /listings/hostkit-keys). Set Hostkit invoice series on Settings > Invoicing (Fatura-Recibo / FR) to the exact code from Hostkit Faturação → Séries — Hostkit identifies each document by series + numeric id together; Vivin stores {series}/{id} references and resolves PDF links from Hostkit's permalink for that pair. Only one invoicing provider (Hostkit or Invoice-xpress) can be active per account. Bulk export pacing: Bulk Hostkit invoicing — Vivin paces Hostkit requests and retries HTTP 429 with backoff on Issue allocation, Invoice selected, and Issue credit notes (N).

Listing options (management API)

Thin account-wide unit list the management app loads from GET /listings/options — each row exposes id, internal name, listing tags, and property without the full listing payload. Use cases include Change listing on a booking’s Contract Info tab and other multi-selects that only need labels and ids. The legacy management GET /listings load-all endpoint was removed in the June 2026 performance pass; pickers that only need id + label use /listings/options instead. This route is not the partner partial GET /listings calendar/pricing feed documented in Integration Swagger for marketplace integrations. Related slim endpoints: GET /listings/tags (distinct tag strings for Finance filters) and GET /listings/hostkit-keys (paginated Hostkit key rows). Landlord MCP list-listings wraps GET /listings/options — see Landlord MCP.

I

Pair with other glossary clusters

I integration and invoicing terms pair Webhook under W, Hostkit under H (FAQ — Bulk Hostkit invoicing slow), and FAQ — Integrations & Distribution.

iCal A standard calendar format used to synchronize availability between Vivin and external platforms. Each unit can export an outbound feed at {Core API host}/ical-integration/listings/{listingId}/iCal.ics that other platforms subscribe to. Operators copy links from Sales > Channels — Copy iCal per row, integration wizards, or Export for bulk URLs; API behaviour (headers, retrofeed, horizon) is documented in API Reference — iCal feeds. Account-wide Short-term iCal Max Date is configured under Settings > Integrations.

Incoming Payment A real payment received from a tenant. Recorded in the Finance module and allocated to scheduled charges.

Impairment loss

A negative adjustment on a scheduled charge line (impairment_loss in product data) that reduces what the tenant owes without deleting the underlying schedule row. Appears on Payment plan breakdowns and in Finance transaction Type when recorded — distinct from a discount (operator-applied reduction) and return of value (Vivin-internal credit against allocated amounts). See Discounts and payment adjustments and Payment allocation — Adjustments.

Invoiced floor (rent)

Full hub: Invoiced floor (rent) (booking modal surfaces, symptom table, and per-guide mesh).

When Finance has already invoiced rent for a calendar month, lowering the scheduled net below that invoiced total would break accounting alignment. Vivin enforces an invoiced floor: on Contract Info → Change monthly rent, months where the new amount would fall below the invoiced total are clamped to the invoiced value (blue Already invoiced months banner). On Contract Values → Edit amount, the same floor blocks Save when net would drop below invoiced+draft totals on that line (red inline validation). When you truly need to reduce invoiced rent below that floor, issue credit notes or manual adjustments in your accounting system — Vivin will not save a lower net on an already-exported month. Workflow hub: Rent reduction after invoicing.

Booking detail — Change monthly rent modal with Already invoiced months info banner

Booking Contract Values — Edit Payment Amount modal with Already invoiced helper and net-below-invoiced validation error

Integration A connection between Vivin and an external platform (for example Airbnb, Booking.com, Nuki, Hostkit, Invoice-xpress) that enables automatic data synchronization. Account-wide credentials, enable toggles, optional Pricing Markup, Short-term iCal Max Date, and non-marketplace providers are configured on Settings > Integrations. Per-unit marketplace listing IDs, channel URLs, and import wiring for each row in your portfolio live under Listings > Channels — turn a platform on in Integrations first, then link each unit on Channels (see the tip at the top of the Integrations settings page).

In-App Support Permission-gated support inside the management hub for creating and tracking tickets with the Vivin team (distinct from operational maintenance tickets in Operations). The Help & Support drawer and the full /settings/support inbox both use server-side search, sort, and infinite scroll (chunked loading, about 20 tickets per request). Default sort Last updated orders by ticket updatedAt (recent activity), not workflow status group. The full page adds a table layout, Showing X of Y, End of list, and a default assignee for new tickets. See Using in-app support and Get Help & Support.

Invoice A tax document generated when a payment is recorded, typically through an integration with Invoice-xpress or Hostkit. VAT rates for each charge type are configured in Settings > Invoicing; Hostkit accounts also set Hostkit invoice series.

K

Pair with other glossary clusters

K KPI abbreviations pair ADR, RevPAR, and Analytics module.

KPI (Key Performance Indicator) A real-time metric displayed on the Dashboard, such as Listings, Today (free rooms), Total Debt, and Monthly Revenue. See the Dashboard KPI cards row in Visual quick reference for card-by-card definitions and PNG closeups (distinct from the seven-card Finance → Overview strip).

L

Pair with other glossary clusters

L lease and listing terms pair B (booking), P (portfolio filter catalog), and Listings module.

Landlord MCP The account-scoped Model Context Protocol server that exposes typed portfolio tools to external AI clients (same permission model as the management app; Core API–backed). See Landlord MCP. For booking-scoped tenant automation, see Tenant MCP.

landlordKey Path segment in full listing feed URLs (GET /{platform}-integration/:landlordKey/listings/full) and in some inbound webhook routes. For full feeds, Vivin resolves the segment to an account when it matches either the stored account landlordKey or that account’s integration email for the platform (the email on the platform card under Integrations). Webhooks still require the account landlordKey in the path, not the integration email. See Full listing feeds.

Lease purpose (booking)

An optional classification for why a tenant is renting (for example Tourism, Studies, Work, Internship). Enable allowed values under Settings → Categories → Lease purpose; operators pick from the chip list on Add booking and Contract Info, and tenants may be required to choose on the portal Review step when Make Lease Purpose mandatory is on. Values outside the configured list are rejected on save. Portfolio filters do not expose lease purpose today — use booking detail or exports for reporting.

Listing See Unit. In the Listings module, "Unit" and "Listing" are used interchangeably.

Listing tag (filter)

A label from Settings > Categories > Listing Categories applied to properties and units in Listings. The same vocabulary powers portfolio filters: Tags on the Listings Portfolio toolbar, Select tags on Sales Multicalendar / Pricing, and Select categories under Property & Listing in Finance → Other filters (GET /listings/tags). Distinct from Booking Tag on reservations.

Listing type (filter)

A label from Settings > Categories > Listing Types describing property or unit shape (for example Studio, Room). Used in Types on the Listings Portfolio toolbar and Select listing types on Sales Multicalendar and Sales Pricing — sales-pricing-active-tag-type-chips.png — not on Finance ledger filters today.

Listing channels (per unit) The Channels tab on a property’s unit in the Listings module: external listing IDs, marketplace URLs, and calendar/booking import links for that unit. This is not the same screen as Account Settings > Integrations (account credentials and account-wide channel rules). Operators usually configure Integrations once, then complete or audit channel links per unit in Listings; for a consolidated grid of connection status, use Sales > Channel Manager.

M

Pair with other glossary clusters

M maintenance, MCP, and management session terms pair O (operations tickets), T (tenant portal), and Automation & AI.

Management session

The signed-in state for a management platform user (platform.vivin.app). After login, Vivin stores a short-lived access token in the browser and keeps a secure httpOnly refresh cookie for silent renewal — API calls that hit an expired access token are retried once after POST /auth/refresh succeeds. Logout in the sidebar user section calls POST /auth/logout, revokes the refresh token server-side, and clears local sign-in state (use this on shared computers). Closing a tab alone does not immediately end the session; you see Your session expired. Please log in again. only when refresh can no longer continue (logout elsewhere, revoked access, or expired refresh cookie). See Getting Started — Staying signed in and logging out and FAQ — Management Account Access.

Market Intelligence Industry term for external benchmarks and competitor context. Portfolio Analytics (/analytics, when your role has analytics.module) surfaces KPI trends separate from Sales; for your live availability and rents, use Sales and Dashboard.

Marketplace (Tenant Services) A feature that allows operators to offer extra services and add-ons to tenants (cleaning, gym memberships, insurance, transportation, etc.), integrated into the booking and billing workflow. See Services Marketplace.

Manual unavailability (manual block)

Model Context Protocol (MCP) An open standard for connecting AI clients to tools and data over HTTP (streamable transport in VIVIN’s servers). The product ships two servers: Landlord MCP (account-scoped operator tools) and Tenant MCP (booking-scoped tenant automation). See Automation & AI.

Move-in The date a tenant physically enters the property. Also called the Occupancy Date or Check-in Date. Tracked in Operations > Check-in & Check-out.

Move-out The date a tenant physically leaves the property. Also called the Check-out Date. Tracked in Operations > Check-in & Check-out.

N

Pair with other glossary clusters

N notification vocabulary pairs Inbox module, Bot reasoning (audit) under B, and FAQ — Notifications & alerts.

Natural numeric sort

Ordering used wherever Vivin sorts internal property or unit names in lists and Select dropdowns (for example Room 2 before Room 10, or AA-11-5D-R2 before AA-11-5D-R10). This replaces plain alphabetic order, which would place Room 10 above Room 2. Sentinel options such as All properties stay at the top of filter menus. Documented examples: Listings — unit order within an expanded property, Operations — Tickets property filter, and Server-driven search picker option lists.

Notifications Alerts for bookings, payments, tickets, and other events. On desktop Dashboard, the header bell opens a slide-over with recent items and Mark all as read; the full Notifications module at /notifications adds search and All / Unread / Read filters (labels follow Interface language) and complete history — open it from the URL or a bookmark; there is no separate Notifications item in the left sidebar. See Deep Links — Notifications. Payment received operator alerts (email + in-app, per-user opt-in) are documented under Payment notification (operator).

Nuki A smart lock integration that allows Vivin to generate temporary access codes for tenants automatically. Connected via API key in Settings > Integrations and linked to properties in the Access Lockers tab.

O

Pair with other glossary clusters

O operations and overpayment terms pair T under T, D under D, and Operations module.

Occupancy Date The date a tenant physically moves into the unit. May differ from the Contract Date. See Getting Started > Dates.

Ongoing (booking status) The management UI label for a stay that is active today — API value current, between move-in/start and end/check-out per your account’s status date basis. List filters often say Ongoing while exports and integrations may still use current. See Booking lifecycle and Bookings — Status Filter Cards.

Owner A person or legal entity entitled to revenue from one or more properties. Owners are registered in Settings > Owners and can be linked when you create or edit a property so payouts and reporting stay aligned with your portfolio structure.

Overage The amount by which a utility bill exceeds the Bills Included ceiling. Automatically charged to tenants when utility bills are entered. See Utilities module.

Overpayment When a tenant pays more than the outstanding amount. The excess becomes a credit applied to future charges. See Payment Allocation.

P

Pair with other glossary clusters

P payment and portal terms pair Credit note (payment reject/revert) under C, Allocation under A, and Payment Allocation.

Operations-only phone shell (management UI)

On an actual mobile phone user agent (iPhone, Android phone, etc.), operators whose role includes the Operations module get a route guard that redirects non-Operations URLs to /operations and limits the mobile drawer to Operations only. iPads, tablets, and desktop browsers resized narrow are not locked — only phone-class user agents trigger the redirect. This is separate from the 768px bottom tab bar inside Operations (width-based on any device). Use a tablet or desktop browser when you need Listings, Bookings, Finance, or other modules from a phone-class device. /settings/support and /notifications still open when bookmarked. Pair with FAQ — Phone shows Operations only, Getting Started — Mobile phones (operations-only shell), Operations — Mobile and narrow layouts, and Deep Links — Operations.

Permission denied toast (management UI)

Red error toast when a signed-in operator triggers an API action their role cannot perform. English copy: You do not have permission to perform this action. (localized per interface language). Replaces generic Forbidden resource 403 responses from the RBAC guard; domain-specific denials keep their own API messages. + Create New greys out disallowed rows up front (Create New menu — Permissions); Finance hides Transactions / Payouts / Deposits without Approve payments (Finance — Access tabs and toolbar). Other buttons may still look clickable until save time. Administrators fix roles in Users and roles — Role Permissions; changes apply on the next page load. Pair with FAQ — Permission denied toast, Error Handling — Authentication errors, and Using in-app support when external clients hit the same 403.

Pause bot (Communication tab)

On Bookings → booking detail → Communication (WhatsApp filter), a Pause bot toggle appears when Vivin has configured a pause label on your WhatsApp business line (chatBotPauseLabelId). Turning it on applies that label so automated bot replies stop for this booking until you turn it off or remove the label. Distinct from manual Add label chips for other tags. See Bookings — Communication tab.

Partial listing feed The shared ListingDto JSON pull (GET /{platform}-integration/listings and GET …/listings/:externalId) — calendar blocks, pricing, availability windows, and booking-oriented fields. Poll every 15–30 minutes for sync and booking import. Housing Anywhere partial rows add a costs array. See Listings & Availability.

Payout An outgoing payment from your company to a property owner (or to the account’s consolidated bank destination) for revenue distribution. Tracked in the Finance > Payouts tab. Batch creation and whether new payouts require manual approval are configured under Settings > Payments — Out Payments (Approval type, Payout Type).

Penalty A late payment fee applied when a tenant misses a due date. Penalty rules (type, frequency, value) are configured in Settings > Payments, but must be manually applied as charges. See the Handling a Late Payment workflow.

Pending manual in-payment (Finance)

Operator-recorded receipt (pending / processing) until Approve payments confirms it — distinct from automatic vIBAN / card rails that post without approval. Full hub: Pending manual receipt approval hub · Pending manual in-payment (Finance) hub (symptom table, surfaces, and per-guide mesh).

Hub matrix: Common Workflows — Pending manual receipt approval. Per-guide mesh: Processing a New Booking — Pending manual receipt approval, Handling a Late Payment — Pending manual receipt approval, Cancelling a Booking — Pending manual receipt approval, Managing a Check-in — Pending manual receipt approval, Portfolio KPI review — Pending manual receipt approval, Managing a Check-out — Pending manual receipt approval, Entering Monthly Utility Bills — Pending manual receipt approval, Notification triage — Pending manual receipt approval, Manual block hygiene — Pending manual receipt approval, Onboarding a New Property — Pending manual receipt approval, Using in-app support — Pending manual receipt approval, Resetting a Management User Password — Pending manual receipt approval. Pair Common Workflows — Finance debt receivables triage when Total Debt or Debt Aging look high until Approve clears the queue (finance-transactions-pending-pill.png, finance-overview-income-chart-debt-aging.png). Pair Common Workflows — Reject/revert mistaken receipts when a duplicate sits in the amber Pending queue — Reject selected, not Approve (finance-transactions-bulk-reject-selected-bar.png). Alert-driven entry: Common Workflows — Notification row-click navigation (/notifications row-click → booking Transactions). When an operator records a receipt with Add Payment (bank transfer, cash, platform, deposit refund, and other manual rails), the row often stays pending until a user with Approve payments confirms it on Finance → Transactions — click the amber Pending chip on the All type-summary card to filter the ledger (Pending pill). Booking Transactions exposes the same queue per reservation. The Manual Payments KPI on Finance → Overview totals every non-rejected manual in-payment in the selected month — including pending rows — so a non-zero figure does not by itself mean the approval queue is clear. The card opens a month drill-down of all manual rails; isolate pending on Finance → Transactions. Until approval, Total Debt, In debt contract lines, and related Dashboard Total Debt (headline and >15 days subtitle — hover the card info icon; see Portfolio KPI review — Dashboard Total Debt subtitle) may still show the pre-receipt balance. On the ledger, Reject is bulk-only — tick rows and use Reject selected (no per-row reject icon); booking Transactions still exposes per-row reject. Reject and Revert modals warn about credit notes when Finance may already have invoiced the charge. Pair with FAQ — Pending manual in-payment on /notifications when the in-app alert outlasts the bank deposit, Notifications — Pending manual in-payments, Glossary — Payment notification (operator) (distinct row types on /notifications), Notification triage — Step 4 when payment alerts arrive before approval, Notification triage — Step 5 after balances reconcile, Payment Allocation — Pending manual approval for the full month-end habit matrix, Processing a New Booking — Step 5b after you record a confirmation receipt, Handling a Late Payment — Step 4b after you record a tenant payment, Managing a Check-in — Step 3b on arrival-week move-in receipts, Entering Monthly Utility Bills — Step 4b after utility overage receipts, Cancelling a Booking — Step 2a after settlement receipts, Portfolio KPI review — Step 7 during month-end Finance reconciliation, and FAQ — Manual receipt still pending.

Finance Transactions — All card with amber Pending chip active and filtered ledger rows

Finance Overview — Manual Payments KPI beside Total Debt (monthly manual total; triage pending rows on Transactions)

Finance Transactions — bulk selection bar with Approve selected and Reject selected

Walkthrough: Finance → Transactions — amber Pending chip → Approve payment (cancel before saving).

Payment notification (operator)

Full hub: Payment notification (operator) (symptom table, surfaces, and per-guide mesh).

Email and in-app alerts to operators when a tenant payment is received (summary like Payment received from tenant … on /notifications and the Dashboard bell) or when a scheduled charge is overdue (balance alerts that row-click into Handling a Late Payment — Steps 1–3 via Notification triage — Step 4 / Step 5 — hub matrix: Common Workflows — Payment notification (operator) (notifications-row-navigate-to-booking-detail.png, notifications-row-navigation-flow.mp4, finance-overview-debt-aging-walkthrough-flow.mp4, handling-a-late-payment-collections-flow.mp4). Per-guide mesh: Processing a New Booking — Payment notification (operator), Cancelling a Booking — Payment notification (operator), Managing a Check-in — Payment notification (operator), Managing a Check-out — Payment notification (operator), Entering Monthly Utility Bills — Payment notification (operator), Handling a Late Payment — Payment notification (operator), Portfolio KPI review — Payment notification (operator), Notification triage — Payment notification (operator), Manual block hygiene — Payment notification (operator), Onboarding a New Property — Payment notification (operator), Using in-app support — Payment notification (operator), Resetting a Management User Password — Payment notification (operator). A separate in-app row type, Pending manual in-payment, appears when an operator-recorded receipt still awaits Approve payments — row-click opens booking Transactions per Common Workflows — Notification row-click navigation and Common Workflows — Pending manual receipt approval; see FAQ — Pending manual in-payment on /notifications and FAQ — Manual receipt still pending. Email delivery requires both: (1) the account-level Receive payment notifications switch in Preferences → Notifications & Emails, and (2) each recipient’s Payment notification emails toggle on Personal Settings (/settings/personal). In-app payment rows add: (3) account Preferences → In-app notifications → Payments master On, and (4) your Your in-app notifications → Payments opt-out On (default). In-app rows are also scoped to opted-in property manager user IDs (visibleToPropertyManagerIds); teammates who did not opt in on Payment notification emails will not see those rows. If the account switch is off, personal opt-in has no effect until an administrator enables it. See also Notifications module, In-app notification preferences, Notification triage, and FAQ & Troubleshooting — Notifications & alerts.

Portfolio filter catalog

Account-wide distinct values that power multi-select and dropdown filters on large directory modules — for example booking tags, property internal names, listing types, property owners, and Others Items categories. The catalog is not recomputed from only the rows already loaded on screen; it reflects your whole account (or the current owner scope where that applies).

Module	How the catalog loads
Listings	Once per session from `GET /properties/portfolio/filter-options` (tags, types, capacities). Each scroll page still calls `GET /properties/portfolio` for rows only.
Bookings	Usually attached to `GET /bookings/portfolio` as `meta.filterOptions`. A dedicated `GET /bookings/portfolio/filter-options` endpoint returns the same owner/tag/property vocabulary without loading a page of bookings. Tenant category segment names load from the same catalog on Bookings and Tenants.
Finance	Tenant category in Other filters is built from categories on bookings already in the Finance cache — not the full account-wide catalog. See FAQ — Finance tenant category filter parity.

On Bookings with the default Unit Name sort, meta.filterOptions.owners can be empty even when Settings → Owners lists owners — the in-memory fallback only sees owner names on loaded row DTOs, which often omit the relation. Workaround: change sort once (for example click Created or pick Creation Date from Sort By) so the response uses the SQL-backed catalog, then reopen Other filters. Finance owner filters use the same owner registry but narrow the Property picker server-side when owners are selected first.

Preparation Days The number of buffer days between a check-out and the next check-in, allowing time for cleaning and inspection. Separate values for mid-term and short-term stays. Configured in Settings > Preferences — Booking Defaults (times and preparation).

Legacy /properties URLs Older /properties bookmarks in the browser; they redirect into Listings (portfolio + property/unit editing). There is no separate card-only workspace. See the dedicated doc (guide subsection index).

Property A physical building or location in your portfolio (e.g., "Central Apartment Building"). Contains one or more units. Managed in the Listings module.

R

Pair with other glossary clusters

R rent, RevPAR, and return-of-value terms pair F (fixed rent), I under I, and FAQ — Bookings.

Rent (Fixed) See Fixed Rent.

Rent (Variable) See Variable Rent.

Rent reduction after invoicing

Full hub: Rent reduction after invoicing (Change monthly rent / Edit amount invoiced-floor blocks, external credit notes relief, Issue credit notes pacing, symptom table, and per-guide mesh).

When Finance has already invoiced rent for a calendar month, repricing below the exported total is blocked in the booking workspace — Contract Info → Change monthly rent clamps exported months (blue Already invoiced months banner) and Contract Values → Edit amount disables Save when net would drop below invoiced+draft totals. Issue external credit notes or manual adjustments first, then push Issue credit notes (N) on Finance → Transactions with the same Hostkit pacing as Bulk Hostkit invoicing. Pair Invoiced floor (rent) for the accounting rule and Month-end invoicing (fixed date) when repricing follows bulk export (bookings-rent-reduction-invoiced-floor-flow.mp4).

RevPAR

Revenue per available room/night — on the Analytics tab RevPAR at /analytics/revpar, the product uses total revenue divided by available nights in the selected month range (see the tab’s information tooltip beside the date range for the exact definition). Same chart layout as Revenue and ADR; distinct from the Dashboard occupancy legend’s ADR (€), which averages monthly rent among occupied units on a single day. See Deep Links — Analytics.

Return of value

A Vivin-internal adjustment on Contract Values that credits value back against an existing allocation on a line (capped by invoiced headroom and remaining allocation). Requires money already allocated; permission bookings.add_return_of_value on Vivin internal accounts only — not a standard operator discount. Pairs with a negative allocation in Finance. See Discounts and payment adjustments and Users and roles.

Role A permission level assigned to a team member that determines which modules and actions they can access. Available roles: Super Admin, Admin, Finance, Sales, Operations Admin, Operations. Configured in Settings > Users.

S

Pair with other glossary clusters

S sales, schedule, and short-term iCal terms pair I under I, O under O, and Sales module.

Same-day turnover

Hub matrix: Common Workflows — Same-day turnover coordination. When a check-out and a check-in fall on the same calendar day for the same unit, operators must coordinate cleaning, inspection, key handover, and (on departure) deposit settlement without assuming the unit is vacant between guests.

Surface	Use it for
Operations → Check-in & Check-out	Week-ahead lists grouped by day — switch Check-ins / Check-outs, use Next 7 days or Custom, and paste the unit internal name in Search (unit hits rank first).
Operations → Tickets	Turnover cleaning and inspection — assign a tight due date before the incoming arrival; far-future jobs may show Draft until the schedule date nears (Draft ticket (display status)).
Bookings → Timeline (`/bookings/timeline`)	Portfolio Gantt — paste the unit in toolbar Search, use Week or Month scale, clear Only bookings when channel or manual blocks share the row.
Sales → Multicalendar (`/sales/multicalendar`)	Sales-scoped Gantt without rent cells — same overlap check while you stay in pricing/availability context; click a bar to open booking detail from Sales.

On departure day, plan deposit settlement (including deposit disputes when deductions are contested) so the incoming guest’s check-in is not blocked by an unresolved refund queue — see Managing a Check-out — Step 5.

Schedule (Operations)

The Vivin internal-only Schedule tab under Operations (/operations/schedule): a wide-screen Gantt-style chart of maintenance tickets by property, with bars spanning from schedule / created dates through due or closed. Use Today and the Day / Week zoom pills to scan ticket bars; click a bar to open Ticket details. Distinct from check-in and check-out events on the Check-in & Check-out tab.

Shared utility connection

When two or more properties use the same utility contract ID for a service (one physical meter or supplier account), Vivin links their Timeline and Cost map attribution. Partial Select properties filters on Cost map can trigger an amber Shared utility connections detected banner listing sibling buildings still out of scope — see the still on Utilities — Cost map tab (utilities-cost-map-shared-contract-alert.png). Maintain IDs on the Utilities > Connections grid and include every property on a shared contract before relying on Cost map colouring or Recalculate allocations. Month-end workflow: Entering Monthly Utility Bills — Step 3.

AI usage ledger

Vivin records each LLM invocation that flows through the metered Anthropic service as one row in ai_usage, scoped to an accountId with feature (landlord_chat for AI Chat, utility_bill_extraction for Utilities PDF extraction), token splits, and internal USD cost. Operators poll GET /ai-usage (paginated call log) and GET /ai-usage/summary (aggregates by feature and model) with a management JWT — see AI usage API and FAQ — AI token usage. There is no dedicated management-frontend screen for this ledger today; month-end habit: Portfolio KPI review — Step 7.

Scheduled Payment See Contract Value — what the tenant is expected to pay and when.

Security Deposit A refundable amount collected at confirmation or check-in, returned (fully or partially) at check-out. Can be fixed or variable (based on rent). Tracked portfolio-wide on Finance > Deposits and per booking on the Deposit tab — Total to refund there is max(0, effective deposit collected + payment-plan balance) before Refund is clicked; after refund, From security deposit / From overpayment balance lines show actual ledger payouts (or a No bank transfer notice when the deposit offset charges only).

Short-term A booking type characterized by nightly or weekly stays (e.g., Airbnb). Short-term bookings use the Short-term Preparation Days setting for turnaround buffers between stays.

Short-term iCal Max Date

Account-wide (and optionally per-listing) cutoff for how far ahead iCal availability is exported to short-term platforms such as Airbnb and Booking.com. Dates after the cutoff appear blocked on external feeds as a safety horizon. Configured under Account Settings > Integrations (Channel Manager block and Apply to all listings / Apply to selected listings on platform cards — see screenshots on that page); you can apply the same date to all units or only selected listings from there.

Short-term iCal pseudo check-in/out

Calendar-only iCal imports (for example Airbnb or Booking.com feeds without a deep API booking) can surface as arrival or departure rows on Operations > Check-in & Check-out even when no mid-term Vivin booking exists for that window. Labels often read Booking.com Reservation or the platform name instead of a tenant name — that is expected for short-stay channel blocks. Use Filters → Stay type → Mid-term when you only want long-stay handovers; use Short-term when reconciling channel turnover with Sales > Multicalendar or the unit Calendar in Listings (see Operations — Other filters, Stay type Short-term).

Operations Check-in & Check-out — Other filters drawer with Stay type Mid-term selected

Operations Check-in & Check-out — Other filters drawer with Stay type Short-term selected (iCal pseudo rows such as Booking.com Reservation visible in the list)

See Managing a Check-in and Managing a Check-out.

Source platform

The channel or origin recorded on a booking (integrationPlatform in the API), such as Uniplaces, Inlife, RoomLess (Spacest), Spotahome, Housing Anywhere, Erasmus Life Lisboa, Edu Portugal, Idealista, Coliving, Channex, Airbnb, Booking.com, the Vivin booking engine, Direct, or Long-stay (LS). On Finance > Transactions, open Other filters and use Select platforms in the Transactions section to narrow the ledger to one or more channels when reconciling bank inflows. Rows without a linked booking are treated as LS for this filter. See Other filters and Financial Reconciliation.

Subscription Your organisation’s Vivin platform billing: plan line items (such as per managed listing, virtual IBAN transfers, and booking-engine usage), payment method on file, and billing period history. Managed under Settings > Subscription; contact Vivin support for plan or payment-method changes.

Support permission The role capability (support.module) that unlocks Account Settings > Support, the floating Help & Support control on desktop, and bookmarkable /settings/support routes for Vivin support threads. In Users and roles, only Administrator and Super administrator roles can be assigned this capability in the matrix. Users with Support but no Account Settings tab permissions see a browse-only /settings shell (disabled tabs, active Support entry) — see Account Settings — Support-only browse layout. See Users and roles and Using in-app support.

Support ticket (Vivin) A conversation thread between your organisation and the Vivin product team, created from Account Settings > Support or the floating Help & Support control when your role has the Support permission. Attachments include images, videos (up to 100 MB each, with inline players in the thread), PDF, and Word documents. Distinct from an operational Ticket (maintenance, cleaning, etc.) in the Operations module. See Using in-app support and Attachments and inline video.

T

Pair with other glossary clusters

T tenant, ticket, and turnover terms pair S under S, D under D, and Tenant Portal.

Tag A classification label for filtering and reporting. Configure vocabulary under Settings > Categories. Apply listing tags on Listings — Tags Tab (Listing tag (filter)); apply booking tags via Bookings and Finance filters (Booking Tag). Property-level tags propagate to all units in the building.

Tenant The person renting a unit. Tenant profiles, activity, and debt visibility live in the Tenants module; each booking also stores tenant contact details for that stay.

Tenant category

An account-defined segment assigned to a tenant that controls Tenant Portal access, which portal modules and profile fields are available, Communications / Email behaviour, multiple concurrent bookings, and optional default for integration-created tenants. Configured under Settings > Tenant categories (/settings/tenantCategories); assigned on the Tenants profile (Tenant Info) — Add booking has no category field (FAQ — Assign tenant category for direct booking). Define segments during Onboarding a New Property — Step 4 before the first reservation; assign on direct bookings in Processing a New Booking — Step 2; verify on each arrival in Managing a Check-in — Step 1 before key handover. Portfolio filters: Tenants — Tenant category filter toolbar dropdown, Bookings — Other filters Tenant category multi-select, and Finance — Other filters tenant category on every Finance tab that honours Other filters (OR-combined with No tenant category on all three surfaces). Bookings and Tenants load segment names from the account-wide portfolio filter catalog; Finance builds its drawer list from categories on bookings already in the Finance cache — see the parity tip on Finance — Tenant category filter and FAQ — Finance tenant category filter parity. After you recategorize a tenant on Tenant Info, Vivin force-refreshes Finance caches so filter results catch up within seconds (#2088) — see Finance tenant category cache refresh. Month-end habit: Portfolio KPI review — Step 6 when Analytics ranking points at one segment; after Manual block hygiene when cleared holds still leave a segment-specific occupancy dip; during Entering Monthly Utility Bills — Step 4 when utility overages cluster on one segment; during Managing a Check-out — Step 6 when departure balances cluster before Ended; during Cancelling a Booking — Step 2 when settlement balances cluster before Cancel booking; and during Handling a Late Payment — Step 6 when repeated arrears on one profile type warrant account-wide rule changes. Distinct from booking tags on Categories. Modules hub overview: Modules — Bookings, Modules — Tenants, and Modules — Finance.

Tenant MCP The booking-scoped MCP server for tenant-facing automation: listings calendar, portal links, chatbot rules, maintenance, and related tools identified by tenant email, phone, and/or booking ID. See Tenant MCP. For portfolio-wide tools, see Landlord MCP.

Ticket An actionable operational task (maintenance, cleaning, inspection, tenant request) with priority, status, assignee, due date, and optional Schedule date. Managed in the Operations module. The ticket sidebar Cost allocation panel can link cash flows from the operational ledger and show a signed € total. Far-future Schedule date values surface as Draft (display status) in the list — distinct from the saved workflow status. Not the same as a Support ticket (Vivin) to the Vivin team.

Turnover The process of preparing a unit between one tenant's check-out and the next tenant's check-in. Includes cleaning, inspection, repairs, and key changeover. Managed through Operations tickets and automatic maintenance configuration.

U

Pair with other glossary clusters

U uncovered debt and utility terms pair F under F, Utilities module, and FAQ — Utilities.

Unit An individual rentable space within a property (e.g., "Room 101," "Studio A"). Every unit belongs to exactly one property. Also referred to as a "Listing" in some contexts.

Utility overage collections

Full hub: Utility overage collections (bill posting → Payment Plan overage In Debt, Pending receipt mesh, symptom table, and per-guide/module mesh).

When landlord supplier bills post through Entering Monthly Utility Bills Steps 2–4, Vivin adds tenant utility overage lines on booking Payment Plan. When those lines stay Unpaid or Overdue, Handling a Late Payment Steps 1–4 collect the same way as rent arrears — distinct from departure-week Check-out final utilities handoff, rent Cancellation collections before void, and rent Check-out collections before refund. Pair End-of-Booking cost split when Charge Time defers posting until checkout (utilities-allocations-review-flow.mp4).

V

Pair with other glossary clusters

V virtual IBAN and vacancy terms pair P (payout destination), Dashboard module, and Finance module.

Variable Rent A rent amount that changes based on season, demand, or other factors. Different rent values can be configured for different date ranges on a unit. The alternative is Fixed Rent. Configured in the unit's Rent Value tab.

Vacant Unit Preference

Account setting on Preferences → Booking Defaults (#1427): whether a manual block (operator-added unavailability with no booking) still counts as vacant on Dashboard Today and Vacant Units, Sales → Overview Available Now, and Multicalendar / Pricing Available now / Date range filters.

Option	Behaviour
Default	Manual blocks exclude the unit from vacancy KPIs and availability filters (legacy behaviour).
Include manual blocks	Manually blocked but unbooked units count as free on the surfaces above. OTA/iCal blocks and booking-linked holds still occupy the unit.

Use Include manual blocks when maintenance buffers or owner holds should still appear on Vacant Units for physical-occupancy triage. Pair with Manual block hygiene when counts look wrong after clearing stale holds, and with Common Workflows — Occupancy KPI to block hygiene handoff when Portfolio KPI review — Step 3 Occupancy dips may be hold-driven (analytics-kpi-occupancy-tab.png). See FAQ — Vacant Unit Preference.

Vacant Units (Dashboard)

The bottom-right panel on the post-login Dashboard: listings that are free today — no active booking and no manual block (unless Vacant Unit Preference is Include manual blocks). The headline shows how many units are free; the list sorts by consecutive free days from today (longer projected availability first) with relative vacancy bars. Click a row to act on that unit: roles with Listings edit access open the listing edit sidebar in place; view-only access navigates to /listings/unit/:listingId. See the Vacant Units (Dashboard) row in Visual quick reference.

Visit (direct booking)

Pair with other glossary clusters

Visit scheduling pairs with Integrations & Distribution — White-label booking engine, Booking engine details, and FAQ — Integrations & Distribution. Distinct from Managing a Check-in (move-in). Full pairing matrix: Glossary hub cross-reference.

A scheduled in-person or remote viewing of a unit or property initiated from the white-label booking engine or connected flows — distinct from a tenant check-in or move-in. Availability and visit options depend on how your booking engine and listings are configured. See Integrations & Distribution.

VAT (Value Added Tax) A consumption tax applied to invoiced items. Rates are configured per charge type (rent, deposit, cleaning fee, admin fee) in Settings > Invoicing.

Virtual IBAN A unique bank account identifier assigned to each tenant for rent payments via bank transfer. Enables zero-commission collection with automatic payment matching — no manual reconciliation needed. See Finance > Automated Rent Collection.

W

Pair with other glossary clusters

W webhook and WhatsApp terms pair I (inbound integration webhooks), N (notifications), and API Reference — Webhooks.

Webhook

Pair with other glossary clusters

Webhook integration pairs with API Reference — Webhooks & notifications, Creating bookings, and Integrations & Distribution. Distinct from in-app Notifications rows. Full pairing matrix: Glossary hub cross-reference.

An HTTPS callback Vivin sends to your server when selected events occur (for example booking or payment lifecycle changes), so integrations can react without polling. Payload shape, signing, and retry behaviour are described in Webhooks & notifications.

Integration booking pipeline

The path from POST …/bookings (queued job, validations, then record creation) is documented for integrators in Creating bookings and Booking lifecycle & validations. That is separate from the computed bookingStatus values operators see in the hub (upcoming, current, ended, canceled — see Booking lifecycle).

White Label Booking Engine See Booking Engine (White Label). A branded booking interface embedded on your website for commission-free direct bookings.

Workflow Automation Rule-based triggers and automated pipelines that eliminate manual steps — from booking confirmation to contract signing, payment reminders, invoice generation, and status updates. See Automation & AI.

Y

Pair with other glossary clusters

Y yearly-average rent calculation pairs Payment Allocation, Bookings module, and Preferences — Cancellation & Rent.

Yearly Average (daily contract rent)

Under Preferences → Cancellation & Rent, Daily Contract — Rent Calculation can use Yearly Average (nightly) instead of Standard (monthly) when the product needs a nightly breakdown for daily-contract math (for example proration and cancellation windows). The alternative derives each night from a monthly rent figure. Affects how scheduled amounts are computed on affected bookings — coordinate with Payment allocation and booking Contract Values when you change the account default.

Glossary deep-dive index

Pair with other glossary clusters

These #### sub-entries expand letter-section terms with module pointers — start from Letter-section index when you know the first letter. Full pairing matrix: Glossary hub cross-reference.

Deep dive	Pair with
Credit note (payment reject/revert)	Common Workflows — Reject/revert mistaken receipts, FAQ — Reject or revert an incoming payment (decision table), Payment Allocation — Correcting mistaken receipts, Common Workflows — Pending manual receipt approval, Common Workflows — Rent reduction after invoicing, Finance — Issuing credit notes, Bookings — Row actions on in-payment rows, Finance — Row actions on in-payment rows, Finance — Delete payment on the ledger, Portfolio KPI review — Step 7 (`bookings-detail-transactions-reject-modal-credit-note-banner.png`, `bookings-detail-transactions-revert-modal-info-banner.png`, `finance-transactions-bulk-reject-selected-bar.png`, `bookings-payment-row-actions-flow.mp4`)
Credit note warning (reject/revert)	Glossary — Credit note warning (reject/revert) hub, FAQ — Credit note warning (reject/revert) hub, Glossary — Credit note (payment reject/revert), Common Workflows — Reject/revert mistaken receipts, Common Workflows — Bulk Hostkit invoicing, Finance — Issuing credit notes, Payment Allocation — Correcting mistaken receipts (`bookings-detail-transactions-reject-modal-credit-note-banner.png`, `bookings-detail-transactions-revert-modal-info-banner.png`, `finance-transactions-bulk-reject-selected-bar.png`, `bookings-payment-row-actions-flow.mp4`)
Invoiced floor (rent)	Glossary — Invoiced floor (rent) hub, FAQ — Invoiced floor (rent) hub, Common Workflows — Rent reduction after invoicing, Common Workflows — Bulk Hostkit invoicing (Issue credit notes after external rent relief), FAQ — Lower rent below invoiced, Common Workflows — Reject/revert mistaken receipts, Glossary — Hostkit hub, Bookings — Changing contract dates and rent, Contract Values tab, Finance — Invoiced floor and rent edits, Finance — Issuing credit notes, Processing a New Booking — Rent reduction after invoicing, Handling a Late Payment — Rent reduction after invoicing, Portfolio KPI review — Rent reduction after invoicing, Portfolio KPI review — Step 7 (`bookings-detail-change-monthly-rent-modal.png`, `bookings-detail-contract-values-invoiced-floor-edit-amount.png`, `bookings-rent-reduction-invoiced-floor-flow.mp4`, `finance-transactions-bulk-selection-bar.png`)
Hostkit	Glossary — Hostkit hub, FAQ — Hostkit hub, Common Workflows — Bulk Hostkit invoicing, FAQ — Bulk Hostkit invoicing hub, FAQ — Bulk Hostkit invoicing slow, Integrations — Hostkit API pacing, Settings > Invoicing — Hostkit invoice series, Finance — Hostkit invoice links, Finance — Invoice automation (`settings-invoicing-hostkit-series.png`, `finance-transactions-bulk-selection-bar.png`)
Tenant category	Common Workflows — Portfolio segmentation by tenant category, Common Workflows — Finance debt receivables triage (segment-scoped Top debtors), FAQ — Assign tenant category for direct booking, FAQ — Finance tenant category filter parity, Settings > Tenant categories, Tenants — Tenant Info, Bookings — Other filters, Finance — Tenant category filter, Glossary — Finance tenant category cache refresh, Portfolio KPI review — Step 6, Handling a Late Payment — Step 1 (`bookings-list-other-filters-tenant-category.png`, `finance-other-filters-tenant-category.png`, `tenants-list-tenant-category-filter.png`)
Notification row navigation	Glossary — Notification row navigation hub, FAQ — Notification row-click navigation hub, Common Workflows — Notification row-click navigation, Notifications module — Open the related booking, Bookings — Notification row-click navigation, Finance — Notification row-click navigation, Notification triage — Step 4, Glossary — Payment notification (operator), Deep Links — Notifications, Dashboard — Notifications bell (desktop) (`notifications-module-row-click-target.png`, `notifications-row-navigate-to-booking-detail.png`, `notifications-row-navigation-flow.mp4`)
Payment notification (operator)	Glossary — Payment notification (operator) hub, FAQ — Payment notification (operator) hub, FAQ — Payment notifications enabled but no email, FAQ — Payment emails but no in-app row, Notifications — Payment received alerts, Notifications — Payment overdue alerts, Common Workflows — Payment alert to receivables triage, Common Workflows — Confirmation alert triage, Glossary — Pending manual in-payment (Finance), Notification triage — Step 4 (`notifications-row-navigate-to-booking-detail.png`, `notifications-row-navigation-flow.mp4`)
Pending manual in-payment (Finance)	Common Workflows — Pending manual receipt approval, Glossary — Pending manual in-payment (Finance) hub, FAQ — Pending manual receipt approval hub, FAQ — Pending manual in-payment on `/notifications`, FAQ — Manual receipt still pending, Notifications — Pending manual in-payments, Glossary — Payment notification (operator), Glossary — Payment notification (operator) hub, FAQ — Payment notification (operator) hub, Notification triage — Step 4, Notification triage — Step 5, Bookings > Transactions — Row actions, Payment Allocation — Pending manual approval, Finance — Pending manual payments, FAQ — Dashboard Total Debt subtitle, Portfolio KPI review — Step 7 (`finance-transactions-pending-pill.png`, `finance-overview-kpi-cards.png`, `finance-transactions-bulk-reject-selected-bar.png`, `finance-transactions-pending-approve-flow.mp4`)
Booking detail sidebar tab load failures	Glossary — Booking sidebar tab load failures hub, Common Workflows — Booking sidebar tab load failures, Common Workflows — Directory list load failures, FAQ — Communication or Tickets load failure, FAQ — Booking sidebar tab load failures hub, Bookings — Sidebar tab load failures, Directory list load failures, Common Workflows — WhatsApp per-booking messaging, Glossary — WhatsApp per-booking messaging hub, Notification triage — Step 4, Handling a Late Payment — Step 3 (`bookings-detail-communication-tab-whatsapp-thread.png`, `bookings-detail-tickets-tab.png`)
Directory list load failures	Glossary — Directory list load failures hub, Common Workflows — Directory list load failures, Common Workflows — Booking sidebar tab load failures, FAQ — Directory list load failures hub, FAQ — Directory list load failures, Booking detail sidebar tab load failures, Using in-app support — Inbox load failures, Utilities — Tab load failures, Dashboard — Partial data load failures (`notifications-module-load-failure.png`, `analytics-kpi-load-failure.png`)
Vacant Unit Preference	FAQ — Vacant Unit Preference, Preferences — Vacant Unit Preference, Dashboard — Vacant Units, Manual block hygiene
Deposit lifecycle status	Common Workflows — Deposit lifecycle status, FAQ — Deposit lifecycle status hub, Finance — Deposit lifecycle status cards, Bookings — Deposit tab, Managing a Check-out — Step 5, Partly collected security deposit, Deposit dispute, Finance Deposits date range (`finance-deposits-status-cards.png`, `bookings-detail-deposit-tab.png`, `bookings-detail-deposit-tab-ready-to-refund-toggle.png`, `finance-deposits-tab-mark-refunded-flow.mp4`)
Deposit dispute	Common Workflows — Managing a Check-out — Step 5, Cancelling a Booking — Step 3, FAQ — Deposit dispute hub, FAQ — Deposit missing on Finance Deposits, Glossary — Deposit lifecycle status, Glossary — Finance Deposits date range (`bookings-detail-deposit-tab-mark-disputed-button.png`, `bookings-detail-deposit-tab-disputed-state.png`, `finance-deposits-mark-disputed-row-action.png`, `finance-deposits-resolve-dispute-row-action.png`, `deposit-dispute-mark-and-resolve-flow.mp4`)
Partly collected security deposit	Common Workflows — Partly collected security deposit, Processing a New Booking — Step 5, Managing a Check-in — Step 3, FAQ — Partly collected security deposit hub, FAQ — Partly collected security deposit, Glossary — Deposit lifecycle status, Glossary — Finance Deposits date range, Glossary — Deposit dispute (shortfall vs dispute freeze contrast) (`finance-deposits-lifecycle-partial-paid-card.png`, `bookings-detail-deposit-tab-partial-badge.png`, `finance-deposits-partial-collection-walkthrough.mp4`)
Deposit missing on Finance Deposits	Common Workflows — Deposit missing on Finance Deposits, FAQ — Deposit missing on Finance Deposits hub, FAQ — Deposit missing on Finance Deposits, Glossary — Finance Deposits date range hub, Managing a Check-out — Step 5, Glossary — Partly collected security deposit (empty Partial paid card until range clears) (`finance-deposits-date-range-toolbar-default.png`, `finance-deposits-date-range-toolbar-cleared.png`, `finance-deposits-date-range-clear-flow.mp4`)
Finance Deposits date range	Common Workflows — Deposit missing on Finance Deposits, Deposit missing on Finance Deposits hub, FAQ — Deposit missing on Finance Deposits hub, FAQ — Deposit missing on Finance Deposits, Managing a Check-out — Step 5, Glossary — Deposit dispute, Glossary — Partly collected security deposit (empty Partial paid card until range clears) (`finance-deposits-date-range-toolbar-default.png`, `finance-deposits-date-range-toolbar-cleared.png`, `finance-deposits-date-range-clear-flow.mp4`)
Mandatory for contract signing	FAQ — Tenant contract signing blocked, Preferences — Mandatory fields before contract signing
Finance income status (Finance Overview)	Common Workflows — Finance debt receivables triage, FAQ — Finance Income status drill-down, Finance — Income status drill-down, FAQ — Bookings that owe money, Glossary — Finance Debt Aging, Handling a Late Payment — Step 1, Portfolio KPI review — Step 7 (`finance-overview-income-chart-debt-aging.png`, `finance-overview-income-status-in-debt-modal.png`)
Finance Debt Aging (Finance Overview)	Common Workflows — Finance debt receivables triage, FAQ — Bookings that owe money, FAQ — Finance Income status drill-down, Finance — Debt Aging panel, Handling a Late Payment — Step 1, FAQ — Uncovered Debt KPI, Portfolio KPI review — Step 7 (`finance-overview-debt-aging-expanded-bucket.png`, `finance-overview-debt-aging-walkthrough-flow.mp4`)
Same-day turnover	FAQ — Same-day turnovers, Operations — Check-in & Check-out, Bookings — Timeline, Sales — Multicalendar, Managing a Check-in, Managing a Check-out
Bulk Hostkit invoicing	Glossary — Bulk Hostkit invoicing, Glossary — Hostkit hub, Common Workflows — Bulk Hostkit invoicing, Glossary — Hostkit, Month-end invoicing (fixed date), Glossary — Fixed invoice date reminder hub, FAQ — Bulk Hostkit invoicing hub, FAQ — Bulk Hostkit invoicing slow, Finance — Invoice automation (`finance-transactions-bulk-selection-bar.png`, `finance-transactions-bulk-toolbar-fixed-invoice-date-banner.png`, `settings-invoicing-hostkit-series.png`)
Fixed invoice date reminder	Glossary — Fixed invoice date reminder hub, FAQ — Fixed invoice date reminder hub, Glossary — Fixed invoice date, Month-end invoicing (fixed date), Common Workflows — Month-end invoicing (fixed date), Bulk Hostkit invoicing, Settings > Invoicing — Default invoice date (`finance-transactions-fixed-invoice-date-banner.png`, `finance-transactions-bulk-toolbar-fixed-invoice-date-banner.png`, `finance-transaction-detail-fixed-invoice-date-banner.png`)
Month-end invoicing (fixed date)	Common Workflows — Month-end invoicing (fixed date), Glossary — Fixed invoice date reminder hub, Glossary — Fixed invoice date, Bulk Hostkit invoicing, FAQ — Month-end invoicing (fixed date) hub, FAQ — Fixed invoice date reminder hub, Settings > Invoicing — Default invoice date (`settings-invoicing-invoice-date-toggle.png`, `finance-transactions-fixed-invoice-date-banner.png`, `finance-transactions-bulk-toolbar-fixed-invoice-date-banner.png`, `finance-transaction-detail-fixed-invoice-date-banner.png`)
Rent reduction after invoicing	Common Workflows — Rent reduction after invoicing, Glossary — Invoiced floor (rent), Bulk Hostkit invoicing (Issue credit notes after external rent relief), FAQ — Rent reduction after invoicing hub, FAQ — Lower rent below invoiced, Bookings — Changing contract dates and rent (`bookings-detail-change-monthly-rent-modal.png`, `bookings-detail-contract-values-invoiced-floor-edit-amount.png`, `bookings-rent-reduction-invoiced-floor-flow.mp4`)
Utility overage collections	Common Workflows — Utility overage collections, Glossary — End-of-Booking cost split, Check-out final utilities handoff, FAQ — Utility overage collections hub, Entering Monthly Utility Bills — Step 4, Handling a Late Payment — Step 1 (`utilities-allocations-row-breakdown-expanded.png`, `finance-contract-values-in-debt-filter.png`, `utilities-allocations-review-flow.mp4`)
Check-out final utilities handoff	Common Workflows — Check-out final utilities handoff, Glossary — End-of-Booking cost split, Utility overage collections, FAQ — Check-out final utilities handoff hub, Entering Monthly Utility Bills — Step 4, Managing a Check-out — Step 6 (`bookings-detail-payment-plan-tab-schedule.png`, `utilities-bills-tab-missing-toggle.png`, `utilities-allocations-review-flow.mp4`, `bookings-detail-deposit-tab-ready-to-refund-toggle.png`)
Check-out collections before refund	Common Workflows — Check-out collections before refund, Check-out final utilities handoff, Check-out ledger cleanup before refund, FAQ — Check-out collections before refund hub, Managing a Check-out — Step 6, Handling a Late Payment — Step 1 (`workflows-check-out-coordination-flow.mp4`, `bookings-detail-payment-plan-tab-schedule.png`, `finance-contract-values-in-debt-filter.png`, `bookings-detail-deposit-tab-ready-to-refund-toggle.png`)
Check-out ledger cleanup before refund	Common Workflows — Check-out ledger cleanup before refund, Reject/revert mistaken receipts, Check-out collections before refund, FAQ — Check-out ledger cleanup before refund hub, Managing a Check-out — Step 6b (`bookings-detail-transactions-revert-modal-info-banner.png`, `finance-transactions-bulk-reject-selected-bar.png`, `bookings-detail-deposit-tab-ready-to-refund-toggle.png`, `bookings-payment-row-actions-flow.mp4`)
Cancellation collections before void	Common Workflows — Cancellation collections before void, Cancelling a Booking — Step 2, Handling a Late Payment — Steps 1–4, FAQ — Cancellation collections before void hub, Check-out collections before refund (departure-week contrast), Check-out ledger cleanup before refund (duplicate settlement contrast) (`finance-contract-values-in-debt-filter.png`, `bookings-detail-payment-plan-tab-schedule.png`, `bookings-cancel-booking-modal-refund-types.png`, `workflows-cancel-booking-refund-modal-flow.mp4`)
Communication schedule	Getting Started — Tenant communication & lifecycle emails, Settings > Emails
Portfolio filter catalog	Bookings — Property & Listing filters, Glossary — Directory search ranking
Portfolio retirement decisions	Glossary — Portfolio retirement decisions hub, Common Workflows — Portfolio retirement decisions, Cancel Booking vs Delete Booking, Glossary — Archived property, Glossary — Archived booking ledger visibility, FAQ — Portfolio retirement decisions hub, Manual block hygiene (`listings-archived-populated-table.png`, `listings-archived-unarchive-sidebar.png`, `bookings-cancel-booking-modal-refund-types.png`, `finance-transactions-type-summary-cards.png`)
FAQ — Portfolio retirement decisions	Three-way table — Archive property (building) vs Cancel booking vs Delete Booking (reservation soft-archive)
Provider platform Delete Booking guard	Glossary — Provider platform Delete Booking guard hub, Common Workflows — Provider platform Delete Booking guard, FAQ — Delete Booking on integration reservation hub, Bookings — Provider platform payment, Cancel Booking vs Delete Booking, Bookings — Delete Booking (soft archive), Processing a New Booking — Step 1 (`bookings-detail-provider-platform-payment-field.png`, `bookings-detail-delete-booking-provider-platform-error-toast.png`, `bookings-provider-platform-reject-delete-flow.mp4`)
FAQ — Delete Booking on integration reservation	Provider platform Delete Booking guard hub — Reject or assign provider platform in-payment before soft-archive (#2076)
Wrong tenant on a booking	Common Workflows — Wrong tenant on a booking, Bookings — Change tenant, Common Workflows — Cancel Booking vs Delete Booking (duplicate row → Delete, not Change tenant), Glossary — Wrong tenant on a booking hub, FAQ — Wrong tenant on a booking hub, Processing a New Booking — Step 6 (`bookings-detail-change-tenant-control.png`, `bookings-detail-change-tenant-modal.png`, `bookings-detail-change-tenant-flow.mp4`)
Cancel Booking vs Delete Booking	Common Workflows — Cancel Booking vs Delete Booking, Bookings — Delete Booking (soft archive), Wrong tenant on a booking (Change tenant vs Delete contrast), Glossary — Cancel Booking vs Delete Booking hub, Glossary — Archived booking ledger visibility (#1897), FAQ — Cancel Booking vs Delete Booking hub, Processing a New Booking — Step 1 (`bookings-cancel-booking-modal-refund-types.png`, `bookings-list-canceled-tab.png`, `workflows-cancel-booking-refund-modal-flow.mp4`)
FAQ — Cancel Booking vs Delete Booking	Decision table — Cancel for real stays; Delete soft-archives mistaken rows (#1897 / #2076); `bookings-cancel-booking-modal-refund-types.png`, `bookings-list-canceled-tab.png`, `workflows-cancel-booking-refund-modal-flow.mp4`
Archived property	Glossary — Archive property (building-level) hub, Common Workflows — Archive property (building-level), FAQ — Archive a property, Listings — Archived properties, Portfolio retirement decisions, Legacy `/properties` URLs — Archived portfolio, Manual block hygiene (portfolio sunsetting) (`listings-archived-populated-table.png`, `listings-archived-unarchive-sidebar.png`)
Archived booking ledger visibility	Glossary — Archived booking ledger visibility hub, Common Workflows — Archived booking ledger visibility, FAQ — Manual payments after Delete Booking hub, Finance — Archived bookings on the ledger, Finance — Type summary cards, Cancel Booking vs Delete Booking, Bookings — Delete Booking (soft archive), Portfolio KPI review — Archived booking ledger visibility (`finance-transactions-type-summary-cards.png`)
FAQ — Manual payments after Delete Booking	Archived booking ledger visibility hub — System vs Manual Transactions after soft-archive (#1897)
Webhook	API Reference — Webhooks & notifications, Integrations & Distribution

Glossary cluster cross-reference

Pair with other glossary clusters

Cluster rows pair illustrated terms in Visual quick reference with FAQ sections, concepts, and modules. Setup labels: Setup sequence vocabulary. Full hub map: the Finding your way tip at the top of this page.

Use this table when one term naturally leads into a related cluster — each row links to the FAQ sections, concepts, or modules that expand the definition.

Cluster	Representative terms	Pair with
Financial & payments	Credit note (payment reject/revert), Credit note warning (reject/revert), Invoiced floor (rent), Hostkit, Bulk Hostkit invoicing, Month-end invoicing (fixed date), Rent reduction after invoicing, Deposit lifecycle status, Deposit dispute, Partly collected security deposit, Deposit missing on Finance Deposits, Finance Deposits date range, Uncovered Debt, Pending manual in-payment (Finance), Check-out collections before refund, Check-out ledger cleanup before refund, Cancellation collections before void, Archived booking ledger visibility	FAQ — Payments & Finance, FAQ — Credit note warning (reject/revert) hub, FAQ — Bulk Hostkit invoicing hub, FAQ — Month-end invoicing (fixed date) hub, FAQ — Rent reduction after invoicing hub, FAQ — Deposit lifecycle status hub, FAQ — Deposit dispute hub, FAQ — Partly collected security deposit hub, FAQ — Deposit missing on Finance Deposits hub, FAQ — Pending manual receipt approval hub, FAQ — Check-out collections before refund hub, FAQ — Check-out ledger cleanup before refund hub, FAQ — Cancellation collections before void hub, FAQ — Manual payments after Delete Booking, FAQ — Reject or revert an incoming payment, FAQ — Lower rent below invoiced, FAQ — Bulk Hostkit invoicing slow, FAQ — Dashboard Total Debt subtitle, FAQ — Uncovered Debt KPI, FAQ — Pending manual in-payment on `/notifications`, FAQ — Manual receipt still pending, FAQ — Deposit missing on Finance Deposits, FAQ — Partly collected security deposit, Payment Allocation, Finance — Invoice automation, Finance — Deposit lifecycle status cards, Finance — Archived bookings on the ledger
Bookings & lifecycle	Booking, Lease purpose (booking), Fixed Rent, Invoiced floor (rent), Rent reduction after invoicing, Same-day turnover, Check-out collections before refund, Check-out ledger cleanup before refund, Cancellation collections before void, Deposit dispute, Wrong tenant on a booking, Cancel Booking vs Delete Booking, Portfolio retirement decisions, Provider platform Delete Booking guard hub, Archived booking ledger visibility hub, Archived property	FAQ — Bookings, FAQ — Wrong tenant on a booking hub, FAQ — Cancel Booking vs Delete Booking, FAQ — Portfolio retirement decisions, FAQ — Delete Booking on integration reservation, Rent reduction after invoicing hub, FAQ — Deposit dispute hub, FAQ — Partly collected security deposit hub, FAQ — Pending manual receipt approval hub, FAQ — Check-out collections before refund hub, FAQ — Check-out ledger cleanup before refund hub, FAQ — Cancellation collections before void hub, FAQ — Manual payments after Delete Booking, FAQ — Fixed rent on variable unit, FAQ — Lower rent below invoiced, FAQ — Archive a property, Booking Lifecycle, Bookings — Change tenant, Bookings — Fixed rent on a variable unit, Listings — Rent Value tab, Bookings — Provider platform payment (#2076), Bookings — Delete Booking (soft archive), Listings — Archived properties
Directory & search UX	Infinite scroll (directory loading), Directory list load failures hub, Directory list load failures, Booking sidebar tab load failures hub, Booking detail sidebar tab load failures, Directory search ranking, Portfolio filter catalog	Common Workflows — Directory list load failures, Common Workflows — Booking sidebar tab load failures, FAQ — Directory list load failures, FAQ — Booking sidebar tab load failures hub, FAQ — Communication or Tickets load failure, FAQ — Navigation & shortcuts, Getting Started — Working with Tables, Operations — Tickets toolbar search (#2089 property-level ranking)
Utilities & overages	End-of-Booking cost split, Utility overage collections, Check-out final utilities handoff, shared utility connection (visual table)	Settings — Charge Time, FAQ — Utility overage collections hub, FAQ — Check-out final utilities handoff hub, FAQ — Entering Monthly Utility Bills hub, Utilities — Smart Cost Distribution, Entering Monthly Utility Bills — Step 3 (#2111)
Navigation & mobile shell	Operations-only phone shell	FAQ — Phone shows Operations only, Operations — Mobile and narrow layouts, Getting Started — Mobile phones (operations-only shell), Deep Links — Operations
Notifications & messaging	Notification row navigation, Payment notification (operator), Bot reasoning (audit), WhatsApp per-booking messaging hub, Booking Communication tab (visual row)	Glossary — WhatsApp per-booking messaging hub, Common Workflows — WhatsApp per-booking messaging, Common Workflows — Notification row-click navigation, FAQ — WhatsApp per-booking messaging hub, FAQ — WhatsApp and email per booking, FAQ — Notification row-click navigation, FAQ — Notification row-click navigation hub, FAQ — Notifications & alerts, Glossary — Notification row navigation hub, FAQ — Payment notification (operator) hub, Notifications module — Open the related booking, Notification triage — Step 2, Notification triage — Step 4, Deep Links — Notifications, Inbox module, Bookings — Communication tab
Integrations & API	Webhook, Hostkit, Short-term iCal Max Date, partial vs full feeds (visual table)	Glossary — Hostkit hub, FAQ — Hostkit hub, FAQ — Integrations & Distribution, FAQ — Bulk Hostkit invoicing slow, Integrations — Hostkit API pacing, API Reference hub
Automation & AI metering	AI usage ledger (visual table row)	FAQ — AI token usage, AI usage API, Automation & AI, AI Chat module, Utilities — AI Invoice Reader
Operations & tickets	Draft ticket (display status), Ticket — linked cash flows, Schedule (Operations), Per-booking maintenance ticket opt-out (#1140)	FAQ — Operations, FAQ — Skip automatic tickets for one booking, Operations module, Listings — Maintenances tab, Bookings — Creating a New Booking
Analytics KPIs	ADR, RevPAR, Analytics (KPI workspace)	FAQ — Analytics (KPI workspace), Analytics module, Portfolio KPI review, Dashboard module, Sales module, Manual block hygiene
Dashboard & forecasts	Dashboard KPI cards, Occupancy Forecast (Dashboard), Cash Flow Forecast (Dashboard), Vacant Units (Dashboard), Vacant Unit Preference (#1427) (visual table rows); ADR (€) legend on occupancy chart	FAQ — Dashboard Total Debt subtitle, FAQ — Analytics (KPI workspace), FAQ — Vacant Unit Preference, Preferences — Vacant Unit Preference, Dashboard module, Portfolio KPI review, Analytics module, Visual quick reference
Finance Overview charts	Finance income status, Cash flow forecast (Finance Overview) (visual table rows); seven-card KPI strip	Finance module, Portfolio KPI review, Visual quick reference, FAQ — Payments & Finance, FAQ — Uncovered Debt KPI, FAQ — Dashboard Total Debt subtitle
Tenant experience	Hostkit	Glossary — Hostkit hub, FAQ — Hostkit hub, Common Workflows — Bulk Hostkit invoicing, FAQ — Bulk Hostkit invoicing hub, FAQ — Bulk Hostkit invoicing slow, Integrations — Hostkit API pacing, Settings > Invoicing — Hostkit invoice series, Finance — Hostkit invoice links, Finance — Invoice automation (`settings-invoicing-hostkit-series.png`, `finance-transactions-bulk-selection-bar.png`)
Tenant category, Mandatory for contract signing, Lifecycle check-in email, Tenant Portal entries, services catalogue	FAQ — Assign tenant category for direct booking, FAQ — Tenant Portal, FAQ — Tenant contract signing blocked, FAQ — Automatic check-in email, Tenant Portal — Digital contract signing, Emails — When lifecycle check-in emails send, Settings > Tenant categories, Bookings — Other filters, Services Marketplace
Listings & portfolio	Archive property (building-level) hub, Archived property, Property edit sidebar pills, Infinite scroll (directory loading) (Portfolio + Archived)	FAQ — Properties & Listings, FAQ — Archive a property, Listings — Archived properties, Onboarding a New Property, Manual block hygiene
First-time setup	Management session (sign-in), Permission denied toast, Property edit sidebar pills, Tenant category, Communication schedule, Deposit dispute, Draft ticket (display status), Finance Deposits date range, Per-booking maintenance ticket opt-out (#1140)	Getting Started — Recommended Setup Sequence (steps 1–15 hub; step 3 Users prevents permission toasts), Users and roles — Role Permissions, Create New menu — Permissions, Listings — Editing Properties (#2082 pills), Listings — Maintenances tab, Account Settings — Recommended setup order (steps 1–12 tab map), FAQ — Permission denied toast, Onboarding a New Property (guided steps 4–12)

Step-by-step setup procedures: Getting Started — Recommended Setup Sequence (steps 1–12 tab map: Account Settings — Recommended setup order). Troubleshooting when a term does not match on-screen behaviour: FAQ & Troubleshooting (hub: FAQ — Section cross-reference, FAQ subsection cross-reference).

Glossary hub cross-reference

Pair with other glossary clusters

This table pairs Related subsections below with setup, modules, and escalation hubs. Term clusters: Glossary cluster cross-reference above. Full hub map: the Finding your way tip at the top of this page.

Use this table when one glossary hub topic naturally leads into another — each row links to the sections you should read before or after the primary topic.

| Section | Pair with these sections | | ----------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Letter-section index | Visual quick reference (illustrated terms), Glossary deep-dive index (#### sub-entries), Glossary cluster cross-reference (topic clusters) | | Glossary deep-dive index | Letter-section index (A–Y jump table), Getting Started hub subsection index (onboarding sections), Concepts hub subsection index (underlying models), Modules hub subsection index (screen workspaces), Common Workflows hub subsection index (operational procedures), Account Settings hub subsection index (setup tabs), FAQ subsection cross-reference (troubleshooting pairs), Glossary cluster cross-reference | | Setup sequence after go-live | Getting Started — Recommended Setup Sequence (steps 1–15), Onboarding a New Property — Step 7, Support — Setup sequence escalation, Setup sequence vocabulary | | Documentation map & escalation | Introduction — Section cross-reference, Introduction hub subsection index, Getting Started hub subsection index, Concepts hub subsection index, Modules hub subsection index, API hub subsection index, FAQ — Section cross-reference, Support — Section cross-reference, Common Workflows section cross-reference, Using in-app support | | Navigation & bookmarks | Management Frontend Deep Links, Create New menu, Getting Started — Bookmarkable routes, Settings > Interface language | | Setup sequence vocabulary | Getting Started — Recommended Setup Sequence, Account Settings — Recommended setup order, Glossary cluster cross-reference (first-time setup row) | | FAQ quick reference | FAQ — Section cross-reference, FAQ — Navigation & shortcuts, FAQ — Payments & Finance, FAQ — Bookings | | Concepts & integrations | Payment Allocation, Tenant Portal, API Reference hub, Integrations & Distribution | | Settings vocabulary | Account Settings — Tab cross-reference, Settings > Emails, Settings > Integrations, Settings > Categories | | Operator workflows | Common Workflows — Workflow cross-reference, Portfolio KPI review, Notification triage, Managing a Check-out & Deposit Refund | | Deeper workflow reads | Portfolio KPI review, Manual block hygiene, Managing a Check-out | | Key glossary terms | Glossary cluster cross-reference, Visual quick reference, FAQ — Key glossary terms, Support — Key glossary terms | | Lockout catch-up after password recovery | Sign-in restored after password reset; onboarding, alert, or month-end backlog accumulated during lockout | Glossary — Lockout catch-up after password recovery hub, FAQ — Lockout catch-up after password recovery hub, Common Workflows — Lockout catch-up after password recovery, Getting Started — Lockout catch-up after password recovery, Resetting a Management User Password, Pending manual receipt approval, Directory list load failures hub (workflows-login-reset-password-link.png, notifications-row-navigate-to-booking-detail.png, finance-transactions-pending-pill.png) | | Walkthrough media | MP4 walkthroughs beside PNG screenshots | Common Workflows — Walkthrough media, Modules, Account Settings | | Notification row-click navigation | /notifications row-click into modules before bulk mark-read | Glossary — Notification row navigation hub, FAQ — Notification row-click navigation hub, Common Workflows — Notification row-click navigation, Glossary — Notification row navigation, Notifications module, Notification triage — Step 4, FAQ — Notification row-click (notifications-module-row-click-target.png, notifications-row-navigation-flow.mp4) | | Directory list load failures | First-fetch directory or dashboard aggregate failure — Failed to load … + Retry / Try again; distinct from filter-empty zero rows and booking-sidebar tab errors | Glossary — Directory list load failures hub, FAQ — Directory list load failures hub, Common Workflows — Directory list load failures, Glossary — Booking sidebar tab load failures hub, Glossary — Booking detail sidebar tab load failures, FAQ — Booking sidebar tab load failures hub (notifications-module-load-failure.png, audit-manual-blocks-load-failure.png, dashboard-partial-data-load-failure.png, analytics-kpi-load-failure.png) | | Booking sidebar tab load failures | Tab-scoped Refresh / Retry inside one booking when Communication or Tickets fail — Payment Plan may still load | Glossary — Booking sidebar tab load failures hub, FAQ — Booking sidebar tab load failures hub, Common Workflows — Booking sidebar tab load failures, Glossary — Booking detail sidebar tab load failures, Glossary — Directory list load failures hub, Glossary — WhatsApp per-booking messaging hub, Bookings — Sidebar tab load failures (bookings-detail-communication-tab-whatsapp-thread.png, bookings-detail-tickets-tab.png) | | WhatsApp per-booking messaging | Inbox, bell Inbox, or Bookings → Communication for tenant WhatsApp / email — same UAZAPI state, different triage scope | Glossary — WhatsApp per-booking messaging hub, FAQ — WhatsApp per-booking messaging hub, Common Workflows — WhatsApp per-booking messaging, FAQ — WhatsApp and email per booking, Glossary — Notification row navigation hub, Bookings — Communication tab, Inbox module (bookings-detail-communication-tab-whatsapp-thread.png, inbox-module-overview.png, inbox-module-triage-flow.mp4) | | Bot reasoning (audit) | Expand Reasoning under Bot bubbles on Communication → WhatsApp — read-only audit vs ChatBot persona / IF/THEN edits | Glossary — Bot reasoning (audit) hub, FAQ — Bot reasoning (audit) hub, Common Workflows — Bot reasoning (audit), Glossary — ChatBot settings hub, ChatBot settings, Bookings — Communication tab (bookings-detail-communication-tab-bot-reasoning-expanded.png) | | ChatBot settings | Persona, IF/THEN rules, and Status Bot WhatsApp pairing — distinct from operator AI Chat | Glossary — ChatBot settings hub, FAQ — ChatBot settings hub, Common Workflows — ChatBot settings, Glossary — Bot reasoning (audit) hub, ChatBot settings, Inbox — Chatbot gating (settings-chatbot-tab-overview.png, settings-chatbot-status-bot-connected.png, settings-chatbot-save-rule-flow.mp4) | | Payment notification (operator) | Operator payment received / payment overdue email + in-app opt-in layers and row-type triage | Glossary — Payment notification (operator) hub, FAQ — Payment notification (operator) hub, Notifications — Payment received alerts, Notifications — Payment overdue alerts, Common Workflows — Payment alert to receivables triage, Common Workflows — Confirmation alert triage, Glossary — Pending manual in-payment (Finance) | | Payment notification (operator) | Operator payment received / payment overdue email + in-app opt-in layers and row-type triage | Glossary — Payment notification (operator) hub, FAQ — Payment notification (operator) hub, Notifications — Payment received alerts, Notifications — Payment overdue alerts, Common Workflows — Payment alert to receivables triage, Common Workflows — Confirmation alert triage, Glossary — Pending manual in-payment (Finance) | | Payment alert to receivables triage | Ongoing/Ended payment overdue alerts → receivables before collections | Glossary — Payment alert to receivables triage hub, FAQ — Payment alert to receivables triage hub, Common Workflows — Payment alert to receivables triage, Glossary — Payment notification (operator), Finance module, Handling a Late Payment — Step 1 (notifications-row-navigate-to-booking-detail.png, notifications-row-navigation-flow.mp4) | | Confirmation alert triage | Upcoming Booking created / Payment received before mark-read | Glossary — Confirmation alert triage hub, FAQ — Confirmation alert triage hub, Common Workflows — Confirmation alert triage, Glossary — Pending manual in-payment (Finance), Processing a New Booking — Step 5b / Step 6 (notifications-row-navigate-to-booking-detail.png, bookings-detail-transactions-approve-payment-modal.png, notifications-row-navigation-flow.mp4) | | Finance debt receivables triage | Portfolio Total Debt, Debt Aging Top debtors, and Uncovered Debt after alert triage | Glossary — Finance debt receivables triage hub, Glossary — Handling a Late Payment collections hub, Glossary — Uncovered Debt hub, FAQ — Finance debt receivables triage hub, FAQ — Handling a Late Payment collections hub, FAQ — Uncovered Debt KPI hub, Common Workflows — Finance debt receivables triage, Common Workflows — Handling a Late Payment collections hub, Common Workflows — Uncovered Debt KPI, Glossary — Finance Debt Aging (Finance Overview), Finance module — Finance debt receivables triage, Handling a Late Payment — Step 1 (finance-overview-income-chart-debt-aging.png, finance-overview-debt-aging-walkthrough-flow.mp4, finance-overview-kpi-cards.png) | | Handling a Late Payment collections | Receivables triage surfaces → Handling a Late Payment Steps 1–6 collections follow-through after Debt Aging / alert row-click | Glossary — Handling a Late Payment collections hub, FAQ — Handling a Late Payment collections hub, Common Workflows — Handling a Late Payment collections hub, Finance debt receivables triage, Payment alert to receivables triage, Pending manual receipt approval, Handling a Late Payment — Step 1 (finance-overview-income-chart-debt-aging.png, notifications-row-navigate-to-booking-detail.png, finance-overview-debt-aging-walkthrough-flow.mp4) | | Uncovered Debt | Finance Total Debt minus deposit offsets — thin coverage when Uncovered Debt ≈ Total Debt | Glossary — Uncovered Debt hub, FAQ — Uncovered Debt KPI hub, Common Workflows — Uncovered Debt KPI, Finance debt receivables triage, Glossary — Partly collected security deposit, Portfolio KPI review — Step 7 (finance-overview-kpi-cards.png, finance-overview-debt-aging-expanded-bucket.png, dashboard-kpi-total-debt-tooltip.png) | | Finance Income status drill-down | Income chart Paid / Scheduled / In debt segment-click vs Debt Aging | Glossary — Finance Income status drill-down hub, FAQ — Finance Income status drill-down hub, Common Workflows — Finance Income status drill-down, Glossary — Finance income status (Finance Overview), Finance module — Income status drill-down (finance-overview-income-status-in-debt-modal.png, finance-overview-income-drill-down-flow.mp4) | | Cash flow forecast drill-down | Finance Cash flow forecast collections bar-click — not Dashboard rent due chart | Glossary — Cash flow forecast drill-down hub, FAQ — Cash flow forecast drill-down hub, Common Workflows — Cash flow forecast drill-down, Glossary — Cash flow forecast (Finance Overview), Finance module — Income chart and cash flow forecast (finance-overview-cash-flow-all-payments-modal.png, finance-overview-cash-flow-drill-down-flow.mp4) | | Same-day turnover coordination | Shared-unit check-out + check-in on one calendar day — departure Steps 1–2 before incoming key handover | Glossary — Same-day turnover coordination hub, Common Workflows — Same-day turnover coordination, Glossary — Same-day turnover, Operations module — Same-day turnover coordination, FAQ — Same-day turnover coordination, FAQ — Same-day turnovers (operations-check-in-out-check-outs-next-7-days.png, operations-add-ticket-modal.png, bookings-timeline-day-week-month-and-sidebar.mp4) | | Hostkit | Per-listing Listing keys + FR invoice series before Issue allocation / see invoice | Glossary — Hostkit hub, FAQ — Hostkit hub, Integrations — Hostkit API pacing, Settings > Invoicing — Hostkit invoice series, Finance — Hostkit invoice links (settings-invoicing-hostkit-series.png, finance-transactions-bulk-selection-bar.png) | | Bulk Hostkit invoicing | Month-end Issue allocation / Invoice selected paces Hostkit — refresh Transactions before re-issue | Common Workflows — Bulk Hostkit invoicing, Glossary — Bulk Hostkit invoicing hub, Glossary — Hostkit hub, Glossary — Hostkit, Month-end invoicing (fixed date), Settings > Integrations — Hostkit API pacing, FAQ — Bulk Hostkit invoicing hub, FAQ — Bulk Hostkit invoicing slow | | Month-end invoicing (fixed date) | Fixed Invoice date before bulk Issue allocation — toggle Use today back on after batch | Common Workflows — Month-end invoicing (fixed date), Glossary — Fixed invoice date reminder hub, FAQ — Fixed invoice date reminder hub, FAQ — Month-end invoicing (fixed date) hub, Bulk Hostkit invoicing (settings-invoicing-invoice-date-toggle.png, finance-transactions-fixed-invoice-date-banner.png, finance-transactions-bulk-toolbar-fixed-invoice-date-banner.png) | | Fixed invoice date reminder | Amber banner on Finance → Transactions and transaction detail when fixed Invoice date is saved | Glossary — Fixed invoice date reminder hub, FAQ — Fixed invoice date reminder hub, Month-end invoicing (fixed date), Invoicing — Default invoice date (finance-transactions-fixed-invoice-date-banner.png, finance-transaction-detail-fixed-invoice-date-banner.png) | | Rent reduction after invoicing | Change monthly rent / Edit amount blocked below exported rent — external credit notes then Issue credit notes | Common Workflows — Rent reduction after invoicing, Glossary — Invoiced floor (rent), Bookings module — Rent reduction after invoicing, FAQ — Rent reduction after invoicing hub, FAQ — Lower rent below invoiced | | Occupancy KPI to block hygiene handoff | Analytics Occupancy / RevPAR dip without rate change — stale manual holds before category or pricing edits | Glossary — Occupancy KPI to block hygiene handoff hub, Common Workflows — Occupancy KPI to block hygiene handoff, Glossary — Manual unavailability (manual block), Glossary — Vacant Unit Preference, Audit module, FAQ — Occupancy KPI to block hygiene handoff hub (analytics-kpi-occupancy-tab.png, audit-manual-blocks-workspace.png, audit-manual-blocks-filter-scroll.mp4) | | Utility overage collections | Unpaid utility overage on Payment Plan after bill posting — not departure-week final bills alone | Common Workflows — Utility overage collections, Glossary — End-of-Booking cost split, Entering Monthly Utility Bills — Step 4, FAQ — Utility overage collections (utilities-allocations-row-breakdown-expanded.png, finance-contract-values-in-debt-filter.png, utilities-allocations-review-flow.mp4) | | Check-out final utilities handoff | Final supplier bills + utility overage on Payment Plan before Ready To Refund | Common Workflows — Check-out final utilities handoff, Glossary — End-of-Booking cost split, Entering Monthly Utility Bills — Step 4, FAQ — Check-out final utilities handoff (utilities-allocations-review-flow.mp4) | | Check-out collections before refund | Rent/fee In Debt on Payment Plan blocks deposit release — not utility overage alone | Common Workflows — Check-out collections before refund, Managing a Check-out — Step 6, Handling a Late Payment — Step 1, FAQ — Check-out collections before refund (workflows-check-out-coordination-flow.mp4, bookings-detail-payment-plan-tab-schedule.png, finance-contract-values-in-debt-filter.png, bookings-detail-deposit-tab-ready-to-refund-toggle.png) | | Cancellation collections before void | Pre-cancel rent/fee In Debt blocks Cancel booking until Payment Plan settles — not departure-week refund mesh | Common Workflows — Cancellation collections before void, Cancelling a Booking — Step 2, Handling a Late Payment — Steps 1–4, FAQ — Cancellation collections before void hub (finance-contract-values-in-debt-filter.png, bookings-detail-payment-plan-tab-schedule.png, bookings-cancel-booking-modal-refund-types.png, workflows-cancel-booking-refund-modal-flow.mp4) | | Deposit lifecycle status | Payment-driven depositStatus pill on booking Deposit tab and Finance → Deposits lifecycle cards — parent vocabulary for shortfall, dispute, and refund meshes | Common Workflows — Deposit lifecycle status, FAQ — Deposit lifecycle status hub, Finance — Deposit lifecycle status cards, Partly collected security deposit (Partial Paid), Deposit dispute (Disputed), Finance Deposits date range (card counts scoped to toolbar window) (finance-deposits-status-cards.png, bookings-detail-deposit-tab.png, finance-deposits-tab-mark-refunded-flow.mp4) | | Deposit dispute | Contested retention on Fully Paid deposit blocks Refund / Mark refunded until Resolve Dispute — not rent Check-out collections before refund or deposit shortfall mesh | Managing a Check-out — Step 5, Cancelling a Booking — Step 3, FAQ — Deposit dispute hub, Glossary — Deposit lifecycle status, Partly collected security deposit (shortfall contrast) (bookings-detail-deposit-tab-mark-disputed-button.png, bookings-detail-deposit-tab-disputed-state.png, finance-deposits-mark-disputed-row-action.png, finance-deposits-resolve-dispute-row-action.png, deposit-dispute-mark-and-resolve-flow.mp4) | | Partly collected security deposit | Paid above zero but below Amount on security deposit — distinct from rent Partial Paid on Payment Plan and Deposit dispute freeze on Fully Paid deposits | Common Workflows — Partly collected security deposit, Processing a New Booking — Step 5, Managing a Check-in — Step 3, FAQ — Partly collected security deposit hub, Glossary — Deposit lifecycle status, Deposit dispute (dispute freeze contrast) (finance-deposits-lifecycle-partial-paid-card.png, bookings-detail-deposit-tab-partial-badge.png, finance-deposits-partial-collection-walkthrough.mp4) | | Deposit missing on Finance Deposits | Booking Deposit tab shows data but Finance → Deposits row is hidden — default ~3 months toolbar date range | Common Workflows — Deposit missing on Finance Deposits, FAQ — Deposit missing on Finance Deposits hub, Glossary — Finance Deposits date range hub, Partly collected security deposit (empty Partial paid card until range clears), Deposit dispute (dispute chips hidden on filtered rows) (finance-deposits-date-range-toolbar-default.png, finance-deposits-date-range-toolbar-cleared.png, finance-deposits-date-range-clear-flow.mp4) | | Finance Deposits date range | Default ~3 months toolbar window on Finance → Deposits — row, lifecycle counts, dispute chips, and Export hide until clear or widen | Common Workflows — Deposit missing on Finance Deposits, Deposit missing on Finance Deposits hub, FAQ — Deposit missing on Finance Deposits hub, Managing a Check-out — Step 5, Partly collected security deposit (empty Partial paid card until range clears), Deposit dispute (dispute chips hidden on filtered rows) (finance-deposits-date-range-toolbar-default.png, finance-deposits-date-range-toolbar-cleared.png, finance-deposits-date-range-clear-flow.mp4) | | Wrong tenant on a booking | Valid Upcoming reservation linked to wrong tenant profile — Change tenant on Contract Info, not duplicate-row Delete Booking or Cancel booking | Glossary — Wrong tenant on a booking hub, Common Workflows — Wrong tenant on a booking, FAQ — Wrong tenant on a booking hub, Bookings — Change tenant, Common Workflows — Cancel Booking vs Delete Booking, Processing a New Booking — Step 6 (bookings-detail-change-tenant-control.png, bookings-detail-change-tenant-modal.png, bookings-detail-change-tenant-flow.mp4) | | Cancel Booking vs Delete Booking | Real stay voided under policy → Cancel booking (refund dialog, Canceled filter, full ledger); mistaken/test row → Delete Booking soft-archive (Manual Transactions hidden — #1897); clear provider platform in-payment before Delete (#2076) | Glossary — Cancel Booking vs Delete Booking hub, Common Workflows — Cancel Booking vs Delete Booking, Cancelling a Booking — Step 4, Bookings — Delete Booking (soft archive), Wrong tenant on a booking (Change tenant contrast), FAQ — Cancel Booking vs Delete Booking hub (bookings-cancel-booking-modal-refund-types.png, bookings-list-canceled-tab.png, workflows-cancel-booking-refund-modal-flow.mp4) | | Check-out vs cancellation | Completed stay → Ended (Managing a Check-out — Step 7) vs policy void → Canceled (Cancelling a Booking — Step 4) — not Delete Booking for mistaken rows | Glossary — Check-out vs cancellation hub, Common Workflows — Check-out vs cancellation, FAQ — Check-out vs cancellation, Cancel Booking vs Delete Booking, Cancellation collections before void, Check-out collections before refund (workflows-cancel-booking-refund-modal-flow.mp4, bookings-cancel-booking-modal-refund-types.png, bookings-list-canceled-tab.png, bookings-detail-deposit-tab-ready-to-refund-toggle.png) | | Portfolio retirement decisions | Building Archive vs reservation Cancel vs Delete Booking — three scopes with different list visibility and ledger outcomes | Glossary — Portfolio retirement decisions hub, Glossary — Archive property (building-level) hub, Common Workflows — Portfolio retirement decisions, Common Workflows — Archive property (building-level), Cancel Booking vs Delete Booking, Glossary — Archived property, Glossary — Archived booking ledger visibility, FAQ — Portfolio retirement decisions hub, FAQ — Archive a property (listings-archived-populated-table.png, listings-archived-unarchive-sidebar.png, bookings-cancel-booking-modal-refund-types.png, finance-transactions-type-summary-cards.png) | | Provider platform Delete Booking guard | Integration bookings with pending provider platform in-payment block Delete Booking until Rejected or assigned (#2076) | Glossary — Provider platform Delete Booking guard hub, Common Workflows — Provider platform Delete Booking guard, FAQ — Delete Booking on integration reservation hub, Bookings — Provider platform payment, Cancel Booking vs Delete Booking, Bookings — Delete Booking (soft archive), Processing a New Booking — Step 1 (bookings-detail-provider-platform-payment-field.png, bookings-detail-delete-booking-provider-platform-error-toast.png, bookings-provider-platform-reject-delete-flow.mp4) | | Archived booking ledger visibility | After Delete Booking, Finance → Transactions hides Manual Transactions for that reservation; System Transactions (vIBAN, credit card) stay (#1897) | Glossary — Archived booking ledger visibility hub, Common Workflows — Archived booking ledger visibility, FAQ — Manual payments after Delete Booking hub, Finance — Archived bookings on the ledger, Finance — Type summary cards, Cancel Booking vs Delete Booking, Portfolio retirement decisions, Bookings — Delete Booking (soft archive), Portfolio KPI review — Step 7 (finance-transactions-type-summary-cards.png) | | Check-out ledger cleanup before refund | Tenant paid once but duplicate transfer leaves phantom In Debt before refund | Common Workflows — Check-out ledger cleanup before refund, Reject/revert mistaken receipts, Managing a Check-out — Step 6b, FAQ — Check-out ledger cleanup before refund (bookings-detail-transactions-revert-modal-info-banner.png, finance-transactions-bulk-reject-selected-bar.png, bookings-detail-deposit-tab-ready-to-refund-toggle.png, bookings-payment-row-actions-flow.mp4) | | New inventory to first booking handoff | Property wizard (Steps 1–7) → first Upcoming reservation on new inventory | Common Workflows — New inventory to first booking handoff, Onboarding — Step 7 → Processing a New Booking — Step 1 / Step 6, FAQ — New inventory to first booking handoff (listings-module-overview.png, bookings-add-booking-modal.png, workflows-onboarding-property-wizard.mp4) | | Property setup to first arrival handoff | Go-live inventory (Steps 1–7) → first arrival week ~7 days before move-in | Common Workflows — Property setup to first arrival handoff, Onboarding — Step 7 → Managing a Check-in — Step 1, FAQ — Property setup to first arrival handoff (listings-property-edit-access-lockers-tab.png, workflows-onboarding-property-wizard.mp4, workflows-operations-check-in-out-planning-view.png) | | Confirmation to check-in handoff | Upcoming portal gates → arrival-week planning ~7 days before move-in | Glossary — Confirmation to check-in handoff hub, FAQ — Confirmation to check-in handoff, Common Workflows — Confirmation to check-in handoff, Processing a New Booking — Step 6 → Managing a Check-in — Step 1 (bookings-detail-contract-method-of-payments.png, booking-lifecycle-status-tabs-flow.mp4, workflows-operations-check-in-out-planning-view.png) | | Check-in to check-out handoff | Mid-stay Ongoing after keys handed over — switch to departure-week workflow ~7 days before checkout | Glossary — Check-in to check-out handoff hub, FAQ — Check-in to check-out handoff, Common Workflows — Check-in to check-out handoff, Managing a Check-in — Step 4 → Managing a Check-out — Step 1 (operations-check-in-out-check-outs-next-7-days.png, bookings-timeline-view.png) | | Portfolio segmentation by tenant category | Review only corporate, short-stay, or unassigned tenants across reservations, receivables, and profiles | Glossary — Portfolio segmentation by tenant category hub, Common Workflows — Portfolio segmentation by tenant category, Settings > Tenant categories, Glossary — Tenant category, FAQ — Portfolio segmentation by tenant category hub, FAQ — Finance tenant category filter parity (bookings-list-other-filters-tenant-category.png, finance-other-filters-tenant-category.png, tenants-list-tenant-category-filter.png) | | Pending manual receipt approval | Recorded bank transfers still pending until Approve payments — Total Debt / In debt lag | Glossary — Pending manual receipt approval hub, FAQ — Pending manual receipt approval hub, Common Workflows — Pending manual receipt approval, Glossary — Pending manual in-payment (Finance) hub, Payment Allocation, FAQ — Manual receipt still pending (finance-transactions-pending-pill.png, finance-transactions-pending-approve-flow.mp4) | | Reject/revert mistaken receipts | Duplicate bank transfer or wrong booking — Reject while pending; Revert after Approve; Issue credit notes when Finance already invoiced | Glossary — Reject/revert mistaken receipts hub, FAQ — Reject/revert mistaken receipts hub, Common Workflows — Reject/revert mistaken receipts, Credit note warning (reject/revert), Glossary — Credit note warning (reject/revert) hub, Payment Allocation — Correcting mistaken receipts, FAQ — Reject or revert an incoming payment (bookings-detail-transactions-reject-modal-credit-note-banner.png, bookings-payment-row-actions-flow.mp4) | | Module documentation hubs | Modules — Module cross-reference, Finance module, Bookings module, Support — Module documentation hubs |

Pair with other glossary clusters

Related below links term definitions to setup, modules, workflows, and escalation paths. Pair Setup sequence after go-live with Getting Started — Recommended Setup Sequence; pair Documentation map & escalation with FAQ — Section cross-reference. Each Related subsection has a row in Glossary hub cross-reference above. Full pairing matrix: Glossary hub cross-reference.

Setup sequence after go-live

Pair with other glossary clusters

Post-go-live pairing starts with Getting Started — Recommended Setup Sequence (steps 1–15) and Setup sequence vocabulary. When a definition still disagrees with the live product, continue to Support — Setup sequence escalation. Full pairing matrix: Glossary hub cross-reference.

Setup steps 1–3 — Management session (sign-in) and Users invites before operators open modules; greyed-out + Create New rows usually mean step 3 permissions are missing (FAQ — Navigation & shortcuts)
Setup steps 4–12 — Terms in Setup sequence vocabulary (Tenant category, Communication schedule, Invoiced floor (rent), Deposit dispute, and more); guided walkthrough: Onboarding a New Property
Setup steps 13–15 (Listings, Bookings, Tenants) — Infinite scroll (directory loading), Portfolio filter catalog, and Tenant category filters once reservations exist
After steps 13–15 — Onboarding a New Property — Step 7 go-live verification, then New inventory to first booking handoff for the first Upcoming stay
After first Upcoming stay — Property setup to first arrival handoff for arrival week ~7 days before move-in
Optional setup sections on Getting Started — Recommended Setup Sequence map to glossary clusters: Financial & payments (step 5+), Bookings & lifecycle (step 14+), Tenant experience (steps 10–12), Integrations & API (step 12+)
When a definition still does not match the live product after self-serve docs, open Get Help & Support or Using in-app support — cite the matching setup step and pair with Support — Setup sequence escalation

Documentation map & escalation

Pair with other glossary clusters

Documentation-map bullets pair with Introduction — Section cross-reference and FAQ — Section cross-reference. Hub parity: Support — Section cross-reference, Common Workflows section cross-reference. Full pairing matrix: Glossary hub cross-reference.

Introduction — Platform overview and navigation map for this documentation site; hub parity: Setup sequence after go-live
Getting Started — Management shell layout and where many illustrated terms appear on screen; first-time setup hub: Recommended Setup Sequence (steps 1–12 Account Settings: Recommended setup order; steps 13–15 Listings, Bookings, Tenants); hub parity: Setup sequence after go-live
FAQ & Troubleshooting — “Why doesn’t this work?” answers that expand on glossary entries (hub: FAQ — Section cross-reference, Setup sequence after go-live; pairs with Recommended Setup Sequence during workspace configuration)
Common Workflows — Step-by-step guides that apply glossary terms in daily operator work (hub: Setup sequence after go-live)
Concepts — How booking lifecycle, payment allocation, and integrations behave under the hood; hub parity: Setup sequence after go-live
Modules — Module docs linked from individual glossary entries; hub parity: Setup sequence after go-live
Account Settings — Workspace-wide configuration vocabulary (payments, integrations, templates); workflow pairing: Setup sequence after go-live
API Reference — Partner HTTP contracts and partial vs full feeds for integrator terms; hub parity: Setup sequence after go-live
Get Help & Support — Escalation when a definition does not resolve the underlying issue (hub: Setup sequence after go-live, Setup sequence escalation)

Pair with other glossary clusters

Bookmark routes pair with Management Frontend Deep Links and Getting Started — Bookmarkable routes. Missing records: Create New menu. Full pairing matrix: Glossary hub cross-reference.

Management Frontend Deep Links — Bookmarkable platform.vivin.app routes for modules and tabs named in definitions (including Notifications bell vs /notifications and booking-engine details query params)
Create New menu — Global + slide-out shortcuts when glossary entries reference quick-create actions
Deep Links — Account Settings — /settings/* tab routes paired with settings vocabulary in letter sections (including /settings/tenantCategories)
Settings > Tenant categories — Portal segments, integration defaults, and portfolio filter vocabulary
Settings > Interface language — Personal UI locale before you share deep links with multilingual operators
Getting Started — Bookmarkable routes — Starter URL table for operators learning terminology on screen
Getting Started — Recommended Setup Sequence — Steps 1–15 hub where setup optional sections cite glossary terms (Deposits & check-out settlement, Payment allocation & invoiced floor, Operations, tickets & cash flows)

Setup sequence vocabulary

Pair with other glossary clusters

Setup labels here pair with Getting Started — Recommended Setup Sequence optional sections and Account Settings — Recommended setup order. Full pairing matrix: Glossary hub cross-reference.

Glossary — Tenant category — Setup step 10 before channel imports assign default for integrations
Glossary — Communication schedule — Setup step 11 Emails toolbar calendar for lifecycle outreach
Glossary — Management session (sign-in) — Setup step 3 Users invites and silent refresh before operators open modules
Glossary — Finance Deposits date range — Toolbar default window on Finance → Deposits after setup step 14 goes live
Glossary — Deposit dispute — Preferences → Charges & payments during setup step 5 Payments pairing
Glossary — Credit note (payment reject/revert) — Reject/revert warnings once Invoicing (setup step 6) and first receipts are live
Glossary — Invoiced floor (rent) — Rent edits blocked below exported invoice totals after invoicing is configured
Glossary — Draft ticket (display status) — Operations far-future prep jobs after setup step 9 Categories
Glossary — Infinite scroll (directory loading) — Scroll-to-load behaviour when setup steps 13–15 open large directories

FAQ quick reference

Pair with other glossary clusters

FAQ sections expand illustrated terms in Visual quick reference and Glossary cluster cross-reference. Full pairing matrix: Glossary hub cross-reference.

FAQ — Navigation & shortcuts — Permission, directory UX, and shell behaviour behind glossary entries
FAQ — Payments & Finance — Ledger, deposit, and invoiced-floor troubleshooting paired with financial terms
FAQ — Bulk Hostkit invoicing hub — Month-end Issue allocation / Issue credit notes Hostkit pacing symptom table
Glossary — Bulk Hostkit invoicing hub — Surface table + per-guide/module mesh reciprocal hub
FAQ — Month-end invoicing (fixed date) hub — Fixed Invoice date before bulk export + toggle reset after batch
Glossary — Month-end invoicing (fixed date) hub — Surface table + per-guide/module mesh reciprocal hub
FAQ — Fixed invoice date reminder hub — Amber banner surfaces + reciprocal symptom table
Glossary — Fixed invoice date reminder hub — Surface table + per-guide/module mesh reciprocal hub
FAQ — Invoiced floor (rent) hub — Change monthly rent clamp vs Edit amount Save block symptom table
FAQ — Rent reduction after invoicing hub — Change monthly rent clamp + Issue credit notes after external rent relief
Glossary — Rent reduction after invoicing hub — Surface table + per-guide/module mesh reciprocal hub
FAQ — Utility overage collections hub — Bill posting → Payment Plan overage In Debt symptom table
Glossary — Utility overage collections hub — Surface table + per-guide/module mesh reciprocal hub
FAQ — Check-out final utilities handoff hub — Final supplier bills + overage lines before Ready To Refund symptom table
Glossary — Check-out final utilities handoff hub — Surface table + per-guide/module mesh reciprocal hub
FAQ — Check-out collections before refund hub — Rent/fee In Debt on Payment Plan before deposit release symptom table
Glossary — Check-out collections before refund hub — Surface table + per-guide/module mesh reciprocal hub
FAQ — Check-out ledger cleanup before refund hub — Duplicate transfer phantom In Debt before Ready To Refund symptom table
Glossary — Check-out ledger cleanup before refund hub — Surface table + per-guide/module mesh reciprocal hub
FAQ — Cancellation collections before void hub — Pre-cancel rent/fee In Debt blocking Cancel booking symptom table
Glossary — Cancellation collections before void hub — Surface table + per-guide/module mesh reciprocal hub
FAQ — Deposit lifecycle status hub — depositStatus pill vocabulary symptom table
Glossary — Deposit lifecycle status hub — Surface table + per-guide/module mesh reciprocal hub
FAQ — Deposit dispute hub — Contested deposit retention blocking Refund / Mark refunded symptom table
Glossary — Deposit dispute hub — Surface table + per-guide/module mesh reciprocal hub
FAQ — Partly collected security deposit hub — Deposit shortfall vs rent Partial Paid symptom table
Glossary — Partly collected security deposit hub — Surface table + per-guide/module mesh reciprocal hub
FAQ — Deposit missing on Finance Deposits hub — Toolbar date range hiding deposit rows symptom table
Glossary — Deposit missing on Finance Deposits hub — Surface table + per-guide/module mesh reciprocal hub
Glossary — Finance Deposits date range hub — Surface table + per-guide/module mesh reciprocal hub
FAQ — Pending manual receipt approval hub — Amber Pending chip / Total Debt lag symptom table
Glossary — Pending manual receipt approval hub — Surface table + per-guide/module mesh reciprocal hub
FAQ — Lockout catch-up after password recovery hub — Post-recovery backlog symptom table
Glossary — Lockout catch-up after password recovery hub — Surface table + per-guide/module mesh reciprocal hub
Glossary — Pending manual in-payment (Finance) hub — Legacy alias — same surface table + mesh
FAQ — Credit note warning (reject/revert) hub — Red/blue modal banners and Not issued credit note queue symptom table
Glossary — Credit note warning (reject/revert) hub — Surface table + per-guide/module mesh reciprocal hub
FAQ — Reject/revert mistaken receipts hub — Reject / Revert / Issue credit notes symptom table
Glossary — Reject/revert mistaken receipts hub — Surface table + per-guide/module mesh reciprocal hub
FAQ — Wrong tenant on a booking hub — Change tenant vs duplicate-row Delete Booking symptom table
Glossary — Wrong tenant on a booking hub — Surface table + per-guide/module mesh reciprocal hub
FAQ — Cancel Booking vs Delete Booking hub — Cancel vs Delete decision table (#1897 / #2076)
Glossary — Cancel Booking vs Delete Booking hub — Surface table + per-guide/module mesh reciprocal hub
FAQ — Portfolio retirement decisions hub — Three-way Archive vs Cancel vs Delete decision table
Glossary — Portfolio retirement decisions hub — Surface table + per-guide/module mesh reciprocal hub
FAQ — Notification row-click navigation hub — /notifications row-click vs Dashboard bell symptom table
Glossary — Notification row navigation hub — Surface table + per-guide/module mesh reciprocal hub
FAQ — Payment notification (operator) hub — Email/in-app opt-in layers and payment row-type symptom table
Glossary — Payment notification (operator) hub — Surface table + per-guide/module mesh reciprocal hub
FAQ — Payment alert to receivables triage hub — Ongoing/Ended payment overdue alert symptom table
Glossary — Payment alert to receivables triage hub — Surface table + per-guide/module mesh reciprocal hub
FAQ — Confirmation alert triage hub — Upcoming Booking created / Payment received alert symptom table
Glossary — Confirmation alert triage hub — Surface table + per-guide/module mesh reciprocal hub
FAQ — Confirmation to check-in handoff — Upcoming portal gates → arrival-week planning symptom table
Glossary — Confirmation to check-in handoff hub — Surface table + per-guide/module mesh reciprocal hub
FAQ — Check-in to check-out handoff — Mid-stay Ongoing → departure-week planning symptom table
Glossary — Check-in to check-out handoff hub — Surface table + per-guide/module mesh reciprocal hub
Glossary — Same-day turnover coordination hub — Surface table + per-guide/module mesh reciprocal hub
Glossary — Occupancy KPI to block hygiene handoff hub — Surface table + per-guide/module mesh reciprocal hub
FAQ — Bookings — Reservation lifecycle, Timeline, and Communication tab vocabulary
FAQ — Analytics (KPI workspace) — ADR, RevPAR, and Dashboard vs Analytics distinctions

Concepts & integrations

Pair with other glossary clusters

Concept reads pair with Integrations & API cluster rows and API Reference hub. Tenant-facing: Tenant Portal. Full pairing matrix: Glossary hub cross-reference.

Management Frontend Deep Links — Bookmarkable routes for modules and tabs named in definitions
Payment Allocation — Two-layer receipts, invoiced-floor rent edits, and credit note reject/revert vocabulary
Tenant Portal — Booking-scoped tenant self-service vocabulary (payments, contract signing, Requests)
Services Marketplace — Ancillary tenant revenue catalogue and portal purchases
Tenant MCP — Booking-scoped automation vocabulary paired with portal and chatbot terms
Create New menu — Operator quick-create vocabulary used in several glossary entries
API Reference — Integrator terminology (partial vs full feeds, webhooks, landlordKey)

Settings vocabulary

Pair with other glossary clusters

Settings tabs here pair with Account Settings — Tab cross-reference and letter-section definitions in this glossary. Full pairing matrix: Glossary hub cross-reference.

Settings > Subscription — Billing vocabulary for Action Required and hosted checkout
Settings > Integrations — Channex — Channel-manager vocabulary for Channex source platform and ARI sync
Settings > Categories — Tag catalogues referenced in ticket and cashflow glossary entries
Settings > Emails — Communication Rules and Communication schedule glossary entries

Operator workflows

Pair with other glossary clusters

Workflow bullets apply glossary terms in daily operator work — pair with Common Workflows — Workflow cross-reference. Month-end: Portfolio KPI review. Full pairing matrix: Glossary hub cross-reference.

Portfolio KPI review — Month-end reconciliation across Dashboard, Analytics, Sales, and Finance (section cross-reference; Deeper workflow reads; hub)
Notification triage — Bell slide-over vs /notifications when alerts deep-link into modules (section cross-reference; Deeper workflow reads; hub)
Manual block hygiene — Audit workflow when manual unavailability suppresses occupancy KPIs (section cross-reference; Deeper workflow reads; hub)
Managing a Check-out & Deposit Refund — Operator workflow for Deposit dispute and Refund Due Date terms defined here (section cross-reference; Deeper workflow reads; hub)
Cancelling a Booking — Refund types and settlement vocabulary used during early termination (section cross-reference; Deeper workflow reads; hub)

Deeper workflow reads

Pair with other glossary clusters

Workflow reads apply glossary terms in daily operator work — pair with Operator workflows and Common Workflows — Workflow cross-reference. Meta-hubs reciprocate: FAQ — Deeper workflow reads, Support — Deeper workflow reads. Full pairing matrix: Glossary hub cross-reference.

Portfolio KPI review — Month-end reconciliation across Dashboard, Analytics, Sales, and Finance (section cross-reference; Deeper API reads; hub)
Notification triage — Bell slide-over vs /notifications when alerts deep-link into modules (section cross-reference; Deeper API reads; hub)
Manual block hygiene — Audit workflow when manual unavailability suppresses occupancy KPIs (section cross-reference; Deeper API reads; hub)
Managing a Check-out & Deposit Refund — Deposit dispute and Refund Due Date vocabulary in practice (section cross-reference; Deeper API reads; hub)
Cancelling a Booking — Refund types and settlement vocabulary during early termination (section cross-reference; Deeper API reads; hub)

Module documentation hubs

Pair with other glossary clusters

Module hub rows pair with Modules — Module cross-reference and individual glossary entries that link into each module. Full pairing matrix: Glossary hub cross-reference.

Utilities module — Bills Included ceiling model, Connections, AI bill upload, and tenant overage charges on payment plans (guide subsection index; section cross-reference; Deeper workflow reads; hub)
Operations module — Maintenance tickets, cash flows, check-in/out coordination, Draft ticket queues, and linked cash flows (guide subsection index; section cross-reference; Deeper workflow reads; hub)
Dashboard module — Post-login Today, Total debt, Vacant Units, and forecast KPI snapshot with bell notification triage (guide subsection index; section cross-reference; Deeper workflow reads; hub)
Analytics module — Month-range portfolio KPI charts (Overview, Revenue, Occupancy, ADR, RevPAR, Maintenance) with rankings and heatmaps (guide subsection index; section cross-reference; Deeper workflow reads; hub)
Listings module — Property wizard, Channels tab, Archived inventory, and unit management (guide subsection index; section cross-reference; Deeper workflow reads; hub)
Properties workspace — Legacy /properties URL redirects into Listings (guide subsection index; section cross-reference; Deeper workflow reads; hub)
Booking engine details — Rich marketplace payload editor via the Full integration pill (guide subsection index; section cross-reference; Deeper workflow reads; hub); amenities, house rules, and media vocabulary
Finance module — Portfolio ledgers (Overview, Income, Contract Values, Transactions, Payouts, Deposits) with payment approval and deposit settlement (guide subsection index; section cross-reference; Deeper workflow reads; hub)
Tenants module — Tenant directory, profile sidebars, With Debt segmentation, and table expand for linked bookings (guide subsection index; section cross-reference; Deeper workflow reads; hub)
Sales module — Portfolio availability, monthly rent editing, and channel manager connections (guide subsection index; section cross-reference; Deeper workflow reads; hub)
Inbox module — Portfolio-wide WhatsApp workspace with Dashboard bell Inbox sub-tab deep links (guide subsection index; section cross-reference; Deeper workflow reads; hub)
Notifications module — Full /notifications history with search, filters, and row-click navigation (guide subsection index; section cross-reference; Deeper workflow reads; hub); see also In-app notification preferences for bell behaviour
Bookings module — Reservation workspace terms like Contract Values and Deposit dispute (guide subsection index; section cross-reference; Deeper workflow reads; hub)
AI Chat module — Vivin-internal AI Assistant using Landlord MCP tools for portfolio Q&A (guide subsection index; section cross-reference; Deeper workflow reads; hub)
Audit module — Portfolio-wide Manual Blocks and Discounts contract-value review (guide subsection index; section cross-reference; Deeper workflow reads; hub); see also Audit — Discounts tab for repricing export disputes
Account Settings — Workspace-wide financial policies, templates, integrations, and operational defaults (hub subsection index; section cross-reference; Deeper workflow reads; hub)
API Reference hub — Partner HTTP contracts, Swagger onboarding, and partial vs full feeds (hub subsection index; section cross-reference; Deeper workflow reads; hub)

Pair with other Glossary hub sections

Row-click vocabulary pairs with Notification row navigation, Glossary — Payment notification (operator), and Notifications & messaging cluster rows. Hub parity: Glossary — Notification row navigation hub · Common Workflows — Notification row-click navigation. Full pairing matrix: Glossary hub cross-reference.

Common Workflows — Notification row-click navigation — Hub matrix (notifications-module-row-click-target.png, notifications-row-navigation-flow.mp4)
Glossary — Notification row navigation — Bell General vs /notifications row-click
Notifications module — Notification row-click navigation — Canonical module pairing
FAQ — Notification row-click navigation — Target field order (link → bookingId → tenantId)
Notification triage — Step 4 — Row-click before Step 5
Payment alert to receivables triage — Ongoing/Ended payment overdue row-click
Confirmation alert triage — Upcoming Booking created / Payment received row-click
Confirmation to check-in handoff — Downstream ~7 days before move-in after Step 6
Finance debt receivables triage — Total Debt vs Debt Aging after payment alerts
Finance Income status drill-down — Income segments before portfolio KPI sign-off
Cash flow forecast drill-down — Collections history — distinct from Income segments
Same-day turnover coordination — Shared-unit turnover before bulk mark-read on departure weeks
Occupancy KPI to block hygiene handoff — Vacant Units vs Analytics dip before bulk mark-read
Month-end invoicing (fixed date) — Alert cleanup before bulk Issue allocation on Step 5
Utility overage collections — payment overdue after monthly bill cycle row-click (Step 4)
Check-out final utilities handoff — Departure-week utility payment overdue row-click before refund
Check-out collections before refund — Rent/fee payment overdue on departure booking
Cancellation collections before void — Pre-cancel payment overdue row-click before Cancel booking (Step 4)
Check-in to check-out handoff — payment overdue on Ongoing stay row-click → departure-week planning

Payment alert to receivables triage

Pair with other Glossary hub sections

Receivables alert vocabulary pairs with Glossary — Payment notification (operator), Pending manual in-payment (Finance), and Financial & payments cluster rows. Hub parity: Payment alert to receivables triage hub · Common Workflows — Payment alert to receivables triage · FAQ — Payment alert to receivables triage hub. Full pairing matrix: Glossary hub cross-reference.

Common Workflows — Payment alert to receivables triage — Hub matrix (notifications-row-navigate-to-booking-detail.png, finance-overview-debt-aging-walkthrough-flow.mp4)
Glossary — Payment notification (operator) — Payment overdue vs Payment received vs Pending manual in-payment
Finance module — Payment alert to receivables triage — Top debtors when alert batch needs rank
Handling a Late Payment — Step 1 — Collections follow-through after row-click
Notification row-click navigation — Row-click on /notifications before Debt Aging
Confirmation alert triage — Contrast Upcoming vs Ongoing/Ended payment overdue
FAQ — Payment alert to receivables triage hub — Symptom table + per-guide/module mesh
FAQ — Payment alert to receivables triage — Symptom table before Finance → Overview → Debt Aging
Finance debt receivables triage — Top debtors after single-booking alert triage
Utility overage collections — Utility In Debt after bill posting — not rent Top debtors alone
Cancellation collections before void — Pre-cancel rent In Debt before Cancel booking — not departure-week refund mesh

Confirmation alert triage

Pair with other Glossary hub sections

Confirmation-week alert vocabulary pairs with Glossary — Pending manual in-payment (Finance) and Bookings & lifecycle cluster rows. Hub parity: Confirmation alert triage hub · Common Workflows — Confirmation alert triage · FAQ — Confirmation alert triage hub. Full pairing matrix: Glossary hub cross-reference.

Common Workflows — Confirmation alert triage — Hub matrix (notifications-row-navigate-to-booking-detail.png, bookings-detail-transactions-approve-payment-modal.png)
Processing a New Booking — Step 5b / Step 6 — Canonical confirmation gates
Notification row-click navigation — Row-click on /notifications before mark-read
Payment alert to receivables triage — Contrast Upcoming vs Ongoing/Ended payment overdue
Glossary — Pending manual in-payment (Finance) — Payment received alert until Approve payments
Glossary — Confirmation alert triage hub — Surface table + per-guide/module mesh reciprocal hub
FAQ — Confirmation alert triage hub — Symptom table + per-guide mesh for Upcoming Booking created / Payment received
FAQ — Confirmation alert triage — Upcoming vs Ongoing symptom table
Confirmation to check-in handoff — Downstream Managing a Check-in — Step 1 when alerts quiet ~7 days out
New inventory to first booking handoff — First Booking created / Payment received on go-live inventory before Step 6
Property setup to first arrival handoff — First Booking created / Payment received alerts on go-live inventory
Check-in to check-out handoff — Downstream Managing a Check-out — Step 1 after Step 4
Notifications module — Confirmation alert triage — Canonical /notifications row-click
Bookings module — Confirmation alert triage — Transactions / Contract Info on Upcoming imports
Finance module — Confirmation alert triage — Transactions amber Pending before Overview KPI refresh
Processing a New Booking — Confirmation alert triage — Canonical Booking created / Payment received mesh (Steps 5b / 6)
Notification triage — Confirmation alert triage — Canonical row-click path (Steps 4 / 5)
Managing a Check-in — Confirmation alert triage — Stale Upcoming before key handover (Step 4)
Managing a Check-out — Confirmation alert triage — Stale Upcoming vs Ongoing departure alerts (Step 6)
Handling a Late Payment — Confirmation alert triage — Upcoming payment overdue contrast (Step 1)
Cancelling a Booking — Confirmation alert triage — Upcoming payment overdue before void (Step 2)
Onboarding a New Property — Confirmation alert triage — First confirmation alerts on go-live (Step 7)
Portfolio KPI review — Confirmation alert triage — Month-end alert cleanup (Step 7)
Manual block hygiene — Confirmation alert triage — Stale Upcoming alerts after hold cleanup (Step 5)
Entering Monthly Utility Bills — Confirmation alert triage — Month-end confirmation Pending mesh
Resetting a Management User Password — Confirmation alert triage — Lockout catch-up backlog (Step 3)
Using in-app support — Confirmation alert triage — Notifications module defect tickets

Finance debt receivables triage

Pair with other Glossary hub sections

Receivables vocabulary pairs with Glossary — Finance Debt Aging (Finance Overview), Glossary — Uncovered Debt, Handling a Late Payment collections, and Financial & payments cluster rows. Hub parity: Finance debt receivables triage hub · Handling a Late Payment collections hub · Common Workflows — Finance debt receivables triage · FAQ — Finance debt receivables triage hub. Full pairing matrix: Glossary hub cross-reference.

Common Workflows — Finance debt receivables triage — Hub matrix (finance-overview-income-chart-debt-aging.png, dashboard-kpi-total-debt-tooltip.png, finance-overview-debt-aging-walkthrough-flow.mp4)
Glossary — Finance Debt Aging (Finance Overview) — Top debtors and overdue buckets on Finance → Overview
Glossary — Uncovered Debt — All-time KPI beside Total Debt
Glossary — Finance income status (Finance Overview) — Income → In debt payment-line modal vs Top debtors
Finance Income status drill-down — Segment scope vs booking rows on Debt Aging
Payment alert to receivables triage — Single-booking alert triage before portfolio surfaces
Notification row-click navigation — Row-click on /notifications before Debt Aging
Pending manual receipt approval — Clear amber Pending before Top debtors sign-off
Reject/revert mistaken receipts — Revert duplicate transfers before collections
Portfolio segmentation by tenant category — Segment-scoped Top debtors on Finance → Other filters
Handling a Late Payment — Step 1 — Collections follow-through after triage surfaces
Lockout catch-up after password recovery — Lockout-delayed receivables backlog after password recovery
Utility overage collections — Utility overage In Debt on Contract Values — distinct from rent Top debtors
Check-out collections before refund — Departure-week rent In Debt — distinct from portfolio Top debtors
Check-out ledger cleanup before refund — Duplicate transfer mistaken for unpaid line
Cancellation collections before void — Pre-cancel rent/fee In Debt on Contract Values — distinct from departure-week collections
Finance module — Finance debt receivables triage — Debt Aging Top debtors canonical surface
Dashboard module — Finance debt receivables triage — Total Debt headline vs Finance drill-down
Bookings module — Finance debt receivables triage — Payment Plan / Contract Values on opened booking
Analytics module — Finance debt receivables triage — Revenue trend may lag until receivables clear
Notifications module — Finance debt receivables triage — Alert-driven entry before portfolio Debt Aging
Operations module — Finance debt receivables triage — Unpaid move-in lines before Top debtors sign-off
Utilities module — Finance debt receivables triage — Utility overage In Debt vs rent Top debtors
Sales module — Finance debt receivables triage — Channel-import schedules behind high receivables
Tenants module — Finance debt receivables triage — With Debt cross-check vs Top debtors
Listings module — Finance debt receivables triage — Unit sidebar debt indicators vs portfolio rank
Inbox module — Finance debt receivables triage — Tenant debt questions before WhatsApp chase
AI Chat module — Finance debt receivables triage — Validate assistant debt answers against Debt Aging
Audit module — Finance debt receivables triage — Discounts review when receivables lag
Processing a New Booking — Finance debt receivables triage — Unpaid confirmation on Step 5 / Step 6
Handling a Late Payment — Finance debt receivables triage — Debt Aging on Step 1 before outreach
Cancelling a Booking — Finance debt receivables triage — Pre-cancel arrears on Step 2
Managing a Check-in — Finance debt receivables triage — Move-in shortfall on Step 3
Managing a Check-out — Finance debt receivables triage — Departure arrears on Step 6
Entering Monthly Utility Bills — Finance debt receivables triage — Utility overage In Debt on Step 4
Notification triage — Finance debt receivables triage — Alert-driven entry on Step 4
Portfolio KPI review — Finance debt receivables triage — Month-end Top debtors on Step 7
Manual block hygiene — Finance debt receivables triage — Phantom debt on Step 5 after holds cleared
Onboarding a New Property — Finance debt receivables triage — First Top debtors after go-live on Step 7
Resetting a Management User Password — Finance debt receivables triage — Lockout-delayed receivables after Step 3
Using in-app support — Finance debt receivables triage — Self-serve Total Debt triage before filing
Glossary — Finance debt receivables triage hub — Surface table + per-guide/module mesh reciprocal hub
FAQ — Finance debt receivables triage hub — Symptom table + per-guide/module mesh
Glossary — Handling a Late Payment collections hub — Triage surfaces → collections Steps 1–6 reciprocal hub
FAQ — Handling a Late Payment collections hub — Symptom table for triage surface → collections step pairing

Handling a Late Payment collections

Pair with other Glossary hub sections

Collections vocabulary pairs with Finance debt receivables triage, Payment alert to receivables triage, Pending manual receipt approval, Reject/revert mistaken receipts, and Financial & payments cluster rows. Hub parity: Handling a Late Payment collections hub · Common Workflows — Handling a Late Payment collections hub · FAQ — Handling a Late Payment collections hub. Full pairing matrix: Glossary hub cross-reference.

Receivables triage surfaces answer “who owes?” — Handling a Late Payment — Steps 1–6 answer “what do I do next?” Full hub: Handling a Late Payment collections hub.

Common Workflows — Handling a Late Payment collections hub — Hub matrix (finance-overview-income-chart-debt-aging.png, notifications-row-navigate-to-booking-detail.png, finance-overview-debt-aging-walkthrough-flow.mp4)
Finance debt receivables triage — Debt Aging Top debtors before Step 1
Payment alert to receivables triage — payment overdue alert row-click before portfolio surfaces
Pending manual receipt approval — Clear amber Pending before Step 3 outreach
Reject/revert mistaken receipts — Revert duplicates before Top debtors collections
Handling a Late Payment — Step 6b — Month-end Pending collections mesh
Account Settings — Handling a Late Payment collections — Due dates, Approve payments, and alert masters before collections
Glossary — Handling a Late Payment collections hub — Surface table + per-guide/module mesh reciprocal hub
FAQ — Handling a Late Payment collections hub — Symptom table + per-guide/module mesh

Finance Income status drill-down

Pair with other Glossary hub sections

Income status vocabulary pairs with Glossary — Finance income status (Finance Overview) and Financial & payments cluster rows. Hub parity: Common Workflows — Finance Income status drill-down. Full pairing matrix: Glossary hub cross-reference.

Common Workflows — Finance Income status drill-down — Hub matrix (finance-overview-income-chart-debt-aging.png, finance-overview-income-status-in-debt-modal.png, finance-overview-income-drill-down-flow.mp4)
Glossary — Finance income status (Finance Overview) — Paid / Scheduled / In debt segment definitions
Glossary — Finance Debt Aging (Finance Overview) — Top debtors and overdue buckets when payment-line modal is not enough
Finance debt receivables triage — Four-surface habit matrix — Debt Aging vs Income segments
Cash flow forecast drill-down — Collections history — distinct from status segments
Payment alert to receivables triage — Single-booking alert triage before portfolio Income read
Notification row-click navigation — Row-click on /notifications before segment vs Debt Aging choice
Pending manual receipt approval — Scheduled / In debt lag until Approve (finance-transactions-pending-pill.png)
Reject/revert mistaken receipts — Revert duplicate transfers before re-reading segments (bookings-detail-transactions-revert-modal-info-banner.png)
Portfolio segmentation by tenant category — Segment-scoped Income read on Finance → Other filters
Handling a Late Payment — Step 1 — Collections follow-through after segment triage
Lockout catch-up after password recovery — Lockout-delayed Income read after password recovery
Utility overage collections — Utility overage In Debt in month modal — distinct from rent Top debtors
Check-out collections before refund — Departure-week rent In Debt — distinct from portfolio segments
Cancellation collections before void — Pre-cancel rent/fee In Debt on Contract Values — distinct from departure-week collections
Month-end invoicing (fixed date) — Fixed Invoice date before bulk Issue allocation on Portfolio KPI review — Step 7
Occupancy KPI to block hygiene handoff — Analytics → Occupancy on Portfolio KPI review — Step 3 before Sales → Pricing
Finance module — Finance Income status drill-down — Stacked Income chart canonical surface
Dashboard module — Finance Income status drill-down — Total Debt headline vs Income segments (dashboard-kpi-total-debt-tooltip.png)
Bookings module — Finance Income status drill-down — Payment Plan / Contract Values on opened booking
Analytics module — Finance Income status drill-down — Revenue vs Income → Paid reconciliation
Notifications module — Finance Income status drill-down — Alert-driven entry before segment read
Operations module — Finance Income status drill-down — Move-in charge segment on Income chart
Utilities module — Finance Income status drill-down — Utility overage In Debt vs rent segments
Sales module — Finance Income status drill-down — Channel-import Scheduled segment
Tenants module — Finance Income status drill-down — With Debt vs Income → In debt modal
Listings module — Finance Income status drill-down — Unit sidebar debt vs payment-line modal
Inbox module — Finance Income status drill-down — Tenant debt questions before segment read
AI Chat module — Finance Income status drill-down — Validate assistant Income answers
Audit module — Finance Income status drill-down — Discounts when Scheduled inflated
Legacy /properties URLs — Finance Income status drill-down — Collections segment on redirected-property bookings
Booking engine details — Finance Income status drill-down — Engine-sourced Scheduled segment
Processing a New Booking — Finance Income status drill-down — Confirmation Income segment on Step 5 / Step 6
Handling a Late Payment — Finance Income status drill-down — Collections segment on Step 1
Cancelling a Booking — Finance Income status drill-down — Pre-cancel Income → In debt on Step 2
Managing a Check-in — Finance Income status drill-down — Move-in charge segment on Step 3
Managing a Check-out — Finance Income status drill-down — Departure settlement segment on Step 6
Entering Monthly Utility Bills — Finance Income status drill-down — Utility overage In Debt on Step 4
Notification triage — Finance Income status drill-down — Alert-driven segment vs Debt Aging on Step 4
Portfolio KPI review — Finance Income status drill-down — Month-end Income reconciliation on Step 7
Manual block hygiene — Finance Income status drill-down — Phantom In debt after Step 5 hold cleanup
Onboarding a New Property — Finance Income status drill-down — First portfolio Income read on Step 7
Resetting a Management User Password — Finance Income status drill-down — Lockout-delayed Income read after Step 3
Using in-app support — Finance Income status drill-down — Self-serve segment triage before filing
Glossary — Finance Income status drill-down hub — Surface table + per-guide/module mesh reciprocal hub
FAQ — Finance Income status drill-down hub — Symptom table + per-guide mesh

Cash flow forecast drill-down

Pair with other Glossary hub sections

Collections vocabulary pairs with Glossary — Cash flow forecast (Finance Overview) and Cash Flow Forecast (Dashboard) — three distinct forecast surfaces. Hub parity: Common Workflows — Cash flow forecast drill-down. Full pairing matrix: Glossary hub cross-reference.

Common Workflows — Cash flow forecast drill-down — Hub matrix (finance-overview-cash-flow-all-payments-modal.png, finance-overview-cash-flow-day-view.png, finance-overview-cash-flow-drill-down-flow.mp4)
Glossary — Cash flow forecast (Finance Overview) — Confirmed collections per period on Finance → Overview
Glossary — Cash Flow Forecast (Dashboard) — Rent due timing on post-login / — not collections history
Finance Income status drill-down — Paid / Scheduled / In debt segments — not collections history
Finance debt receivables triage — Four-surface habit matrix — Debt Aging when All payments modal is not enough
Payment alert to receivables triage — Single-booking alert triage before portfolio collections read
Notification row-click navigation — Row-click on /notifications before All payments read
Pending manual receipt approval — Month bars lag until Approve (finance-transactions-pending-pill.png)
Reject/revert mistaken receipts — Revert duplicate transfers before re-reading month bars (bookings-detail-transactions-revert-modal-info-banner.png)
Portfolio segmentation by tenant category — Segment-scoped collections on Finance → Other filters
Handling a Late Payment — Step 1 — Collections follow-through after All payments triage
Lockout catch-up after password recovery — Lockout-delayed collections read after password recovery
Utility overage collections — Utility overage in All payments modal — distinct from rent Top debtors
Check-out collections before refund — Departure-week collections in month modal — distinct from portfolio segments
Cancellation collections before void — Pre-cancel collections on Contract Values — distinct from departure-week collections
Month-end invoicing (fixed date) — Fixed Invoice date before bulk Issue allocation on Portfolio KPI review — Step 7
Finance module — Cash flow forecast drill-down — Canonical Cash flow forecast chart surface
Dashboard module — Cash flow forecast drill-down — Rent due chart vs Finance collections (dashboard-cash-flow-forecast-chart.png)
Bookings module — Cash flow forecast drill-down — Transactions Approve before month bars update
Analytics module — Cash flow forecast drill-down — Revenue vs All payments reconciliation
Notifications module — Cash flow forecast drill-down — Payment received alert-driven collections read
Operations module — Cash flow forecast drill-down — Move-in collections timing on Day view
Utilities module — Cash flow forecast drill-down — Utility overage collections vs rent Top debtors
Sales module — Cash flow forecast drill-down — Channel-import collections vs Income → Paid
Tenants module — Cash flow forecast drill-down — With Debt vs portfolio All payments modal
Listings module — Cash flow forecast drill-down — Go-live property collections on month bars
Inbox module — Cash flow forecast drill-down — Tenant payment questions before collections outreach
AI Chat module — Cash flow forecast drill-down — Validate assistant collections answers
Audit module — Cash flow forecast drill-down — Discounts when month bars disagree with bank
Legacy /properties URLs — Cash flow forecast drill-down — Collections on redirected-property bookings
Booking engine details — Cash flow forecast drill-down — Engine-sourced schedules vs confirmed collections
Processing a New Booking — Cash flow forecast drill-down — Confirmation collections on Step 5 / Step 6
Handling a Late Payment — Cash flow forecast drill-down — Collections triage on Step 1
Cancelling a Booking — Cash flow forecast drill-down — Pre-cancel collections on Step 2
Managing a Check-in — Cash flow forecast drill-down — Move-in collections on Step 3
Managing a Check-out — Cash flow forecast drill-down — Departure-week collections on Step 6
Entering Monthly Utility Bills — Cash flow forecast drill-down — Utility overage collections on Step 4
Notification triage — Cash flow forecast drill-down — Alert-driven collections on Step 4
Portfolio KPI review — Cash flow forecast drill-down — Month-end collections reconciliation on Step 7
Manual block hygiene — Cash flow forecast drill-down — Phantom collections after Step 5 hold cleanup
Onboarding a New Property — Cash flow forecast drill-down — First collections read on Step 7
Resetting a Management User Password — Cash flow forecast drill-down — Lockout-delayed collections after Step 3
Using in-app support — Cash flow forecast drill-down — Self-serve collections triage before filing
Glossary — Cash flow forecast drill-down hub — Surface table + per-guide/module mesh reciprocal hub
FAQ — Cash flow forecast drill-down hub — Symptom table + per-guide mesh

Occupancy KPI to block hygiene handoff

Pair with other Glossary hub sections

Occupancy KPI vocabulary pairs with Glossary — Manual unavailability (manual block), Glossary — Vacant Unit Preference, Portfolio segmentation by tenant category, and Listings & portfolio cluster rows. Hub parity: Occupancy KPI to block hygiene handoff hub · Common Workflows — Occupancy KPI to block hygiene handoff · FAQ — Occupancy KPI to block hygiene handoff hub. Full pairing matrix: Glossary hub cross-reference.

When Analytics Occupancy or RevPAR dips without a rate change, run Portfolio KPI review Step 3 before you edit Settings → Tenant categories or Sales → Pricing — then Manual block hygiene Steps 1–5 clear stale operator holds. Contrast with Portfolio segmentation by tenant category (segment filters look unhealthy on Step 6) and Same-day turnover coordination hub (shared-unit one-day overlap — distinct triage).

Surface	Use it for
Analytics — Occupancy	Ranking roll-up and seasonality heatmap when rates are unchanged (`analytics-kpi-occupancy-tab.png`)
Tools → Audit — Manual Blocks	Portfolio-wide hold table — Created by, Reason, End columns (`audit-manual-blocks-workspace.png`)
Portfolio KPI review — Step 3	Upstream dip signal before block hygiene
Manual block hygiene — Steps 1–5	Downstream Audit pass + unit Calendar edit (`audit-manual-blocks-filter-scroll.mp4`)
Listings — Calendar	Row-click from Audit → edit or remove hold on unit Calendar
Sales — Multicalendar	Mystery blocks before Pricing edits — month-end reconciliation on Step 7
Dashboard — Vacant Units	Physical vacancy lower than Analytics after holds suppress nights

Symptom	Likely cause	Fix
Occupancy / RevPAR dip without rate change	Stale manual holds	Portfolio KPI review — Step 3 → Manual block hygiene — Step 1 (`analytics-kpi-occupancy-tab.png`)
Ranking concentrates on one unit	Hold on high-suppression unit	Manual block hygiene — Step 2 Search — not Sales → Pricing yet
Segment filters look healthy on Step 6	Category-driven dip — not holds	Edit Settings → Tenant categories — contrast Portfolio segmentation by tenant category
Dashboard Vacant Units lower than Analytics	Holds suppressing available nights	Portfolio KPI review — Step 7 → Manual block hygiene — Step 5
Sales Multicalendar mystery blocks after go-live	Forgotten onboarding holds	Onboarding — Step 7 → Manual block hygiene — Step 4
Timeline overlap on channel import	Hold vs duplicate booking	Processing a New Booking — Step 1 — clear holds before Add booking
Calendar bars persist after Ended departure	Post-checkout hold not removed	Managing a Check-out — Step 7 → Manual block hygiene — Step 4
Availability not restored after cancellation void	Hold left after Canceled	Cancelling a Booking — Step 5 — Multicalendar before repricing
Unit looks vacant but collections triage shows arrears	Rent debt — not a hold issue	Handling a Late Payment — Step 1 — distinguish holds from rent debt
Calendar edit blocked after hold cleanup	Permission or integration block	Manual block hygiene — Step 6 → Using in-app support
Lockout-delayed occupancy KPI review	Password recovery backlog	Resetting a Management User Password — Step 3 → hub Lockout catch-up after password recovery
Shared-unit Timeline overlap on turnover day	Same-day turnover — not portfolio holds	Same-day turnover coordination hub — distinct triage path

Common Workflows — Occupancy KPI to block hygiene handoff — Hub matrix (analytics-kpi-occupancy-tab.png, audit-manual-blocks-workspace.png, audit-manual-blocks-filter-scroll.mp4)
FAQ — Occupancy KPI to block hygiene handoff hub — Symptom table + per-guide/module mesh
Glossary — Manual unavailability (manual block) — Operator holds that suppress Occupancy / RevPAR
Glossary — Vacant Unit Preference — Include manual blocks when holds should still count as vacant
Portfolio KPI review — Step 3 / Manual block hygiene — Steps 1–5 — Canonical upstream/downstream steps
Portfolio segmentation by tenant category hub — Segment filters when dip is category-driven, not holds
Same-day turnover coordination hub — Shared-unit turnover overlap — distinct from portfolio-wide hold hygiene
Payment alert to receivables triage — Vacancy vs arrears on Handling a Late Payment — Step 1
Analytics — Occupancy KPI to block hygiene handoff — Occupancy tab dip without rate change
Audit — Occupancy KPI to block hygiene handoff — Portfolio-wide Manual Blocks workspace
Dashboard — Occupancy KPI to block hygiene handoff — Vacant Units lower than Analytics
Listings — Occupancy KPI to block hygiene handoff — Unit Calendar hold edit after Audit row-click
Sales — Occupancy KPI to block hygiene handoff — Multicalendar mystery blocks before Pricing edits
Bookings — Occupancy KPI to block hygiene handoff — Timeline overlap from stale holds on channel import
Finance — Occupancy KPI to block hygiene handoff — Month-end KPI reconciliation after holds clear
Notifications — Occupancy KPI to block hygiene handoff — Bell scan Vacant Units vs Analytics on Step 1
Tenants — Occupancy KPI to block hygiene handoff — With Debt vs vacancy contrast
Operations — Occupancy KPI to block hygiene handoff — Planning rows on blocked units
Utilities — Occupancy KPI to block hygiene handoff — Month-end Missing vs hold-suppressed vacancy
Inbox — Occupancy KPI to block hygiene handoff — Blocked-date WhatsApp threads
AI Chat — Occupancy KPI to block hygiene handoff — Validate assistant occupancy guidance
Legacy /properties URLs — Occupancy KPI to block hygiene handoff — Redirected inventory KPI dip triage
Booking engine details — Occupancy KPI to block hygiene handoff — Engine listing availability dip

Analytics — Occupancy tab with monthly trend, Ranking roll-up, and seasonality heatmap for the selected range

Audit — Manual Blocks tab with portfolio-wide table, filters, and management shell

Walkthrough: read an Analytics → Occupancy dip, search Audit → Manual Blocks, remove the stale hold on unit Calendar, then re-read Occupancy Ranking (demo uses a temporary hold removed during capture).

Occupancy KPI to block hygiene handoff

Pair with other Glossary hub sections

Occupancy KPI vocabulary pairs with Glossary — Manual unavailability (manual block), Glossary — Vacant Unit Preference, and Listings & portfolio cluster rows. Hub parity: Occupancy KPI to block hygiene handoff hub · Common Workflows — Occupancy KPI to block hygiene handoff · FAQ — Occupancy KPI to block hygiene handoff hub. Full pairing matrix: Glossary hub cross-reference.

Common Workflows — Occupancy KPI to block hygiene handoff — Hub matrix (analytics-kpi-occupancy-tab.png, audit-manual-blocks-workspace.png, audit-manual-blocks-filter-scroll.mp4)
Glossary — Occupancy KPI to block hygiene handoff hub — Surface table + per-guide/module mesh reciprocal hub
Glossary — Manual unavailability (manual block) — Operator holds that suppress Occupancy / RevPAR
Glossary — Vacant Unit Preference — Include manual blocks when holds should still count as vacant
Portfolio KPI review — Step 3 — Upstream Analytics → Occupancy dip signal
Manual block hygiene — Steps 1–5 — Downstream Tools → Audit pass before rate cuts
Manual block hygiene — Step 6 — Calendar edit blocked after hold cleanup
Portfolio segmentation by tenant category hub — Segment filters when dip is category-driven, not holds
Finance Income status drill-down — Income segments on month-end sign-off — distinct from hold suppression
Cash flow forecast drill-down — Collections history on Portfolio KPI review — Step 7 — distinct from Occupancy dip
Same-day turnover coordination hub — Shared-unit turnover overlap — distinct from portfolio-wide hold hygiene
Payment alert to receivables triage — Vacancy vs arrears on Handling a Late Payment — Step 1
Notification row-click navigation — Bell scan on Notification triage — Step 1 before Mark all as read
Lockout catch-up after password recovery — Lockout-delayed Analytics Occupancy review after password recovery
Confirmation to check-in handoff — Timeline overlap on channel import — distinct from stale holds
Handling a Late Payment — Step 1 — Distinguish vacancy from rent arrears before hold cleanup
Portfolio KPI review — Step 7 — Month-end Dashboard vs Analytics reconciliation after holds clear
Dashboard module — Occupancy KPI to block hygiene handoff — Vacant Units lower than Analytics
Analytics module — Occupancy KPI to block hygiene handoff — Occupancy tab dip without rate change
Audit module — Occupancy KPI to block hygiene handoff — Portfolio-wide Manual Blocks workspace
Finance module — Occupancy KPI to block hygiene handoff — Month-end KPI reconciliation after holds clear
Bookings module — Occupancy KPI to block hygiene handoff — Timeline overlap from stale holds on channel import
Listings module — Occupancy KPI to block hygiene handoff — Unit Calendar hold edit after Audit row-click
Sales module — Occupancy KPI to block hygiene handoff — Multicalendar mystery blocks before Pricing edits
Notifications module — Occupancy KPI to block hygiene handoff — Bell scan Vacant Units vs Analytics on Step 1
Tenants module — Occupancy KPI to block hygiene handoff — With Debt vs vacancy contrast
Operations module — Occupancy KPI to block hygiene handoff — Planning rows on blocked units
Utilities module — Occupancy KPI to block hygiene handoff — Month-end Missing vs hold-suppressed vacancy
Inbox module — Occupancy KPI to block hygiene handoff — Blocked-date WhatsApp threads
AI Chat module — Occupancy KPI to block hygiene handoff — Validate assistant occupancy guidance
Legacy /properties URLs — Occupancy KPI to block hygiene handoff — Redirected inventory KPI dip triage
Booking engine details — Occupancy KPI to block hygiene handoff — Engine listing availability dip
Portfolio KPI review — Occupancy KPI to block hygiene handoff — Upstream Ranking dip signal on Step 3
Manual block hygiene — Occupancy KPI to block hygiene handoff — Downstream Audit pass (Steps 1–5)
Processing a New Booking — Occupancy KPI to block hygiene handoff — Timeline overlap on Step 1
Onboarding a New Property — Occupancy KPI to block hygiene handoff — Go-live Multicalendar hold check on Step 7
Managing a Check-in — Occupancy KPI to block hygiene handoff — Arrival-week Timeline overlap on Step 1
Managing a Check-out — Occupancy KPI to block hygiene handoff — Post-departure calendar bars on Step 7
Cancelling a Booking — Occupancy KPI to block hygiene handoff — Post-void Multicalendar on Step 5
Entering Monthly Utility Bills — Occupancy KPI to block hygiene handoff — Month-end Vacant Units vs Analytics on Step 5
Handling a Late Payment — Occupancy KPI to block hygiene handoff — Vacancy vs hold on Step 1
Notification triage — Occupancy KPI to block hygiene handoff — Dashboard bell scan on Step 1
Resetting a Management User Password — Occupancy KPI to block hygiene handoff — Lockout-delayed KPI review after Step 3
Using in-app support — Occupancy KPI to block hygiene handoff — Calendar edit blocked after Step 6 escalation
FAQ — Occupancy KPI to block hygiene handoff hub — Symptom table + per-guide mesh

Same-day turnover coordination

Pair with other Glossary hub sections

Turnover coordination vocabulary pairs with Glossary — Same-day turnover, Check-in to check-out handoff, Confirmation to check-in handoff, Check-out collections before refund, Check-out final utilities handoff, and Bookings & lifecycle cluster rows. Hub parity: Same-day turnover coordination hub · Common Workflows — Same-day turnover coordination · FAQ — Same-day turnover coordination. Full pairing matrix: Glossary hub cross-reference.

When a check-out and check-in share the same calendar day on one unit, run Managing a Check-out Steps 1–2 on the departing stay before Managing a Check-in Step 4 hands keys to the incoming guest. Contrast with Check-in to check-out handoff (mid-stay Ongoing → departure week) and Confirmation to check-in handoff (Upcoming portal gates before arrival week).

Surface	Use it for
Operations — Check-in & Check-out	Check-outs / Check-ins pills + Next 7 days — paste unit in Search to spot shared turnover (`operations-check-in-out-check-outs-next-7-days.png`)
Operations — Tickets	Turnover cleaning ticket — assign tight due date before incoming Step 4 (`operations-add-ticket-modal.png`)
Bookings — Timeline	Week scale overlap on one unit row — departure bar adjacent to arrival bar (`bookings-timeline-view.png`)
Sales — Multicalendar	Sales-scoped Gantt overlap without rent cells — month-end turnover gap scan
Managing a Check-out — Step 2	Canonical turnover ticket due date before incoming arrival
Managing a Check-in — Step 4	Key handover only after outgoing turnover due date passes and stay is Ended

Symptom	Likely cause	Fix
Incoming guest waiting but unit not ready	Turnover ticket still Unassigned	Managing a Check-out — Step 2 before Managing a Check-in — Step 4 (`operations-add-ticket-modal.png`)
Same unit shows two bookings on Timeline Week scale	Same-day turnover — not duplicate import	Bookings — Timeline — paste unit in toolbar Search (`same-day-turnover-coordination-flow.mp4`, `bookings-timeline-day-week-month-and-sidebar.mp4`)
Outgoing tenant still In Debt on Payment Plan	Rent/fee arrears block key handover	Handling a Late Payment — Step 1 → Check-out collections before refund before incoming Step 4
Keys handed before outgoing checkout Ended	Handover before departure workflow closed	Managing a Check-out — Step 7 before incoming Step 4
Turnover ticket shows Draft far from due date	Schedule date too far in future	Operations → Tickets — assign tight due date before incoming arrival
Arrival/access alert before turnover ticket done	Bell scan skipped turnover week	Notification triage — Step 4 row-click before bulk mark-read
Multicalendar gap on turnover day at month-end	High-churn unit turnover backlog	Portfolio KPI review — Step 7 before rate cuts
Lockout-delayed turnover catch-up	Password recovery backlog	Resetting a Management User Password — Step 3 → hub Lockout catch-up after password recovery
Turnover coordination blocked after self-serve checks	Escalation path skipped	Using in-app support — New Support Ticket modal — not tenant `notify-landlord`
Final utilities not posted before deposit release on turnover day	Departure-week overage gap	Check-out final utilities handoff — outgoing Step 6 before incoming Step 4
Mid-stay Ongoing entering departure week	Distinct from same-calendar-day turnover	Check-in to check-out handoff hub — ~7 days before checkout, not one-day overlap

Common Workflows — Same-day turnover coordination — Hub matrix (operations-check-in-out-check-outs-next-7-days.png, operations-add-ticket-modal.png, same-day-turnover-coordination-flow.mp4, bookings-timeline-day-week-month-and-sidebar.mp4)
FAQ — Same-day turnover coordination — Symptom table + per-guide/module mesh
FAQ — Same-day turnovers — Four-step operator habit
Glossary — Same-day turnover — Shared-unit arrival/departure overlap definition
Managing a Check-out — Step 2 / Managing a Check-in — Step 4 — Canonical upstream/downstream steps
Check-in to check-out handoff hub — Mid-stay Ongoing → departure week (distinct mesh)
Check-out collections before refund — Outgoing In Debt before incoming key handover
Check-out final utilities handoff — Final overages before deposit release on turnover day
Operations — Same-day turnover coordination — Check-in & Check-out week lists primary entry
Bookings — Same-day turnover coordination — Timeline Week scale overlap on one unit row
Sales — Same-day turnover coordination — Multicalendar sales-scoped overlap
Dashboard — Same-day turnover coordination — Post-login turnover-week bell scan
Finance — Same-day turnover coordination — Outgoing In Debt vs incoming move-in on Contract Values
Notifications — Same-day turnover coordination — Arrival/access alerts on turnover week row-click
Tenants — Same-day turnover coordination — Outgoing/incoming tenant profiles on shared unit
Listings — Same-day turnover coordination — Unit Calendar back-to-back bars
Utilities — Same-day turnover coordination — Departure-week final overages on turnover units
Analytics — Same-day turnover coordination — Multicalendar turnover gaps on month-end sign-off
Inbox — Same-day turnover coordination — Turnover-week WhatsApp threads
Audit — Same-day turnover coordination — Month-end export after turnover ticket backlog clears
AI Chat — Same-day turnover coordination — Validate assistant turnover coordination guidance
Legacy /properties URLs — Same-day turnover coordination — Redirected inventory turnover-week triage
Booking engine details — Same-day turnover coordination — Engine-sourced turnover overlap on Multicalendar

Operations — Check-in & Check-out tab, Check-outs pill with Next 7 days and grouped departure rows

Operations — Add ticket modal with property, unit, category, and due date fields

End-to-end walkthrough: Operations → Check-in & Check-out — filter Check-outs and Check-ins on one unit → Create New → New Ticket turnover modal → Bookings → Timeline Week overlap check.

Same-day turnover coordination

Pair with other Glossary hub sections

Turnover vocabulary pairs with Glossary — Same-day turnover and Bookings & lifecycle cluster rows. Hub parity: Same-day turnover coordination hub · Common Workflows — Same-day turnover coordination · FAQ — Same-day turnover coordination. Full pairing matrix: Glossary hub cross-reference.

Common Workflows — Same-day turnover coordination — Hub matrix (operations-check-in-out-check-outs-next-7-days.png, operations-add-ticket-modal.png, same-day-turnover-coordination-flow.mp4, bookings-timeline-day-week-month-and-sidebar.mp4)
Glossary — Same-day turnover coordination hub — Surface table + per-guide/module mesh reciprocal hub
Glossary — Same-day turnover — Shared-unit arrival/departure overlap definition
Managing a Check-out — Step 2 — Turnover ticket before incoming Step 4
Managing a Check-in — Step 1 — Check-ins + unit Search on shared turnover units
Managing a Check-out — Step 1 — Check-outs pill on departure week before turnover ticket
Common Workflows — Check-out collections before refund — Outgoing In Debt before incoming key handover
Check-out final utilities handoff — Final supplier bills + overage on outgoing Payment Plan before deposit release
Confirmation to check-in handoff — Upcoming overlap check before same-calendar-day turnover
Property setup to first arrival handoff — First shared-unit arrival on go-live inventory
Check-in to check-out handoff — Mid-stay Ongoing → departure week (distinct from same-calendar-day turnover)
Occupancy KPI to block hygiene handoff hub — Stale holds vs shared-unit turnover — distinct triage paths
Payment alert to receivables triage — Outgoing In Debt vs incoming arrival on Handling a Late Payment — Step 1
Notification row-click navigation — Bell scan on Notification triage — Step 1 before bulk mark-read on turnover-week alerts
Lockout catch-up after password recovery — Lockout-delayed turnover ticket catch-up after password recovery
Handling a Late Payment — Step 1 — Outgoing In Debt blocks incoming key handover
Portfolio KPI review — Step 7 — Month-end Multicalendar turnover gaps at sign-off
Operations module — Same-day turnover coordination — Check-in & Check-out week lists primary entry
Bookings module — Same-day turnover coordination — Timeline Week scale overlap on one unit row
Sales module — Same-day turnover coordination — Multicalendar sales-scoped overlap without rent cells
Dashboard module — Same-day turnover coordination — Post-login turnover-week bell scan
Finance module — Same-day turnover coordination — Outgoing In Debt vs incoming move-in on Contract Values
Notifications module — Same-day turnover coordination — Arrival/access alerts on turnover week row-click
Tenants module — Same-day turnover coordination — Outgoing/incoming tenant profiles on shared unit
Listings module — Same-day turnover coordination — Unit Calendar back-to-back bars
Utilities module — Same-day turnover coordination — Departure-week final overages on turnover units
Analytics module — Same-day turnover coordination — Multicalendar turnover gaps on month-end sign-off
Inbox module — Same-day turnover coordination — Turnover-week WhatsApp threads
Audit module — Same-day turnover coordination — Month-end export after turnover ticket backlog clears
AI Chat module — Same-day turnover coordination — Validate assistant turnover coordination guidance
Legacy /properties URLs — Same-day turnover coordination — Redirected inventory turnover-week triage
Booking engine details — Same-day turnover coordination — Engine-sourced turnover overlap on Multicalendar
Managing a Check-in — Same-day turnover coordination — Check-ins + unit Search on shared turnover units (Step 1); keys after outgoing turnover due date (Step 4)
Managing a Check-out — Same-day turnover coordination — Canonical turnover ticket due date before incoming arrival (Step 2)
Processing a New Booking — Same-day turnover coordination — Timeline overlap vs duplicate import on channel rows (Step 1)
Notification triage — Same-day turnover coordination — Arrival/access alerts row-click on turnover units (Step 4)
Handling a Late Payment — Same-day turnover coordination — Outgoing In Debt blocks incoming key handover (Step 1)
Cancelling a Booking — Same-day turnover coordination — Post-void Multicalendar vs incoming Upcoming overlap (Steps 5–6)
Onboarding a New Property — Same-day turnover coordination — Go-live Multicalendar / Timeline before first reservation (Step 7)
Portfolio KPI review — Same-day turnover coordination — Multicalendar turnover gaps at month-end (Step 7)
Manual block hygiene — Same-day turnover coordination — Timeline overlap persists after hold cleanup (Step 4)
Entering Monthly Utility Bills — Same-day turnover coordination — Departure-week final overages before incoming key handover (Step 4)
Resetting a Management User Password — Same-day turnover coordination — Lockout-delayed turnover ticket catch-up (Step 3)
Using in-app support — Same-day turnover coordination — Self-serve turnover coordination before filing tickets
FAQ — Same-day turnovers — Four-step operator habit
FAQ — Same-day turnover coordination — Symptom table + per-guide mesh

Hostkit

Pair with other Glossary hub sections

Hostkit setup vocabulary pairs with Glossary — Bulk Hostkit invoicing, Glossary — Month-end invoicing (fixed date), Glossary — Credit note (payment reject/revert), and Integrations & API cluster rows. Full pairing matrix: Glossary hub cross-reference.

Portuguese invoicing provider connected under Settings > Integrations. Unlike Nuki or Invoice-xpress account keys, Hostkit uses one API key per listing — add the provider under Other providers, then open Listing keys on the Hostkit card to paste keys per unit. Save Hostkit invoice series on Settings > Invoicing before Vivin calls Hostkit to create documents. Only one invoicing provider (Hostkit or Invoice-xpress) can be active per account.

Surface	Setup / retrieval behaviour	Best for
Settings > Integrations — Hostkit Listing keys	Server search + ~20-row infinite scroll (`GET /listings/hostkit-keys`); per-row Save without losing scroll position	Per-listing API keys before first Issue allocation
Settings > Invoicing — Hostkit invoice series	Required FR code from Hostkit Faturação → Séries — empty series triggers a toast	Account-wide series before any Hostkit document create
Finance → Transactions bulk toolbar	Issue allocation / Invoice selected; Issue credit notes (N) after invoiced cleanup	Month-end export (`finance-transactions-bulk-selection-bar.png`)
Finance → Transactions allocation row	see invoice opens Hostkit permalink for `{series}/{id}`	Post-export PDF retrieval
Booking → Files tab	Invoice_ PDF tiles when allocation is invoiced	Tenant-facing document copy

Symptom	Likely cause	Fix
Hostkit invoice series is not configured toast	Blank FR series on account	Save exact series from Hostkit Faturação → Séries — `settings-invoicing-hostkit-series.png`
Rows stay Failed after refresh	Missing Listing keys for unit	Integrations → Hostkit → Listing keys — search unit, paste key, Save
see invoice disabled or 404	Series typo or wrong `{series}/{id}` pair	Match Invoicing series to live Hostkit FR code
Batch stays Pending for minutes	Hostkit API pacing — not setup	Bulk Hostkit invoicing — leave batch running; refresh Transactions before re-issue
Not issued credit note after Reject / Revert	Invoiced charge reversed in Vivin	Issue credit notes (N) — same Hostkit pacing as Issue allocation
Wrong document date on issued invoices	Fixed Invoice date still active	Fixed invoice date reminder hub · Month-end invoicing (fixed date) — turn Use today back on after batch
Rent cut blocked below exported month	Invoiced floor — distinct from Hostkit setup	External credit notes first — Rent reduction after invoicing

Glossary — Hostkit — Short definition and visual quick-reference row
FAQ — Hostkit hub — Symptom table + per-guide/module mesh
Integrations — Hostkit API pacing — Four-step setup: add provider, Listing keys, FR series, see invoice
FAQ — Bulk Hostkit invoicing slow — HTTP 429 pacing on bulk export
Integrations — Hostkit API pacing — Listing keys modal and rate limits
Settings > Invoicing — Hostkit invoice series — Required FR code before Issue allocation
Finance — Invoice automation — Bulk Issue allocation / Invoice selected toolbar
Finance — Hostkit invoice links — see invoice on allocation rows
Finance — Issuing credit notes (integrated invoicing) — Not issued credit note filter → Issue credit notes (N)
Bulk Hostkit invoicing — Month-end pacing hub (finance-transactions-bulk-selection-bar.png, finance-transactions-bulk-toolbar-fixed-invoice-date-banner.png)
Month-end invoicing (fixed date) — Fixed Invoice date before bulk export
Rent reduction after invoicing — External rent relief → Issue credit notes
Reject/revert mistaken receipts — Not issued credit note queue after invoiced Reject / Revert
Portfolio KPI review — Step 7 — Month-end sign-off after bulk Issue allocation

Account Settings Invoicing — Hostkit invoice series (FR) field

Finance Transactions — bulk selection bar with Issue allocation and Invoice selected actions

Bulk Hostkit invoicing

Pair with other Glossary hub sections

Hostkit bulk vocabulary pairs with Glossary — Bulk Hostkit invoicing, Glossary — Hostkit hub, Glossary — Hostkit, Glossary — Fixed invoice date, and Financial & payments cluster rows. Hub parity: Bulk Hostkit invoicing hub · Common Workflows — Bulk Hostkit invoicing. Full pairing matrix: Glossary hub cross-reference.

Surface	Use it for
Finance → Transactions bulk toolbar	Tick rows → Issue allocation / Invoice selected for first-time export; Issue credit notes (N) on Not issued credit note filter rows
Settings > Invoicing — Hostkit invoice series	Save exact FR code from Hostkit Faturação → Séries before bulk export — empty series triggers a toast
Settings > Integrations — Hostkit Listing keys	One API key per listing — missing keys cause Failed rows after refresh
Month-end invoicing (fixed date)	Save fixed Invoice date before bulk Issue allocation when every document must share one posting date (`finance-transactions-bulk-toolbar-fixed-invoice-date-banner.png`)

Symptom	Likely cause	Fix
Rows stay Pending / Failed for several minutes	Hostkit rate limit — Vivin paces per listing key	Leave batch running; refresh Transactions before duplicate Issue allocation
Same rows still Failed after refresh	Missing Listing keys or blank Hostkit invoice series	Integrations — Hostkit + Invoicing — Hostkit series
Hostkit invoice series is not configured toast	Series field empty	Save exact FR code from Hostkit Faturação → Séries
Wrong document date on issued invoices	Fixed Invoice date still active	Month-end invoicing (fixed date) — turn Use today back on after batch
Not issued credit note queue after Reject / Revert	Invoiced charge reversed in Vivin	Issue credit notes (N) — same Hostkit pacing as Issue allocation
Change monthly rent clamped below exported total	Invoiced floor — not Hostkit slowness	External credit notes first — Rent reduction after invoicing
Month-end export blocked by Pending receipts	Duplicate or confirmation transfers still pending	Pending manual receipt approval — finish Pending mesh before Issue allocation
Support ticket cites slow Hostkit batch	Self-serve pacing before escalation	FAQ — Bulk Hostkit invoicing slow before filing

Common Workflows — Bulk Hostkit invoicing — Hub matrix: symptom table + bulk toolbar (finance-transactions-bulk-selection-bar.png, finance-transactions-bulk-toolbar-fixed-invoice-date-banner.png, settings-invoicing-hostkit-series.png)
Glossary — Bulk Hostkit invoicing — Short definition and visual quick-reference row
Glossary — Hostkit hub — Per-listing API keys, FR series, and bulk pacing definition
Glossary — Hostkit — Short definition and visual quick-reference row
Settings > Integrations — Hostkit API pacing — Listing keys modal and HTTP 429 backoff
Settings > Invoicing — Hostkit invoice series — FR series before bulk export
Finance module — Invoice automation — Bulk Issue allocation / Invoice selected toolbar
Finance module — Issuing credit notes (integrated invoicing) — Not issued credit note filter → Issue credit notes (N)
Month-end invoicing (fixed date) — Fixed Invoice date before bulk export (finance-transactions-bulk-toolbar-fixed-invoice-date-banner.png)
Rent reduction after invoicing — Issue credit notes after external rent relief (bookings-rent-reduction-invoiced-floor-flow.mp4)
Reject/revert mistaken receipts — Issue credit notes after invoiced Reject / Revert (finance-transactions-bulk-reject-selected-bar.png)
Pending manual receipt approval — Clear Pending mesh before month-end bulk export
Lockout catch-up after password recovery — Lockout-delayed month-end Issue allocation after password recovery
Portfolio KPI review — Step 7 — Month-end sign-off after bulk Issue allocation
Finance module — Bulk Hostkit invoicing — Transactions toolbar reference
Bookings module — Bulk Hostkit invoicing — Booking-sidebar repricing + Files invoice tiles
Dashboard module — Bulk Hostkit invoicing — Total Debt after bulk Issue allocation
Analytics module — Bulk Hostkit invoicing — KPI review before Step 7 bulk export
Notifications module — Bulk Hostkit invoicing — Alert cleanup before bulk Issue allocation
Operations module — Bulk Hostkit invoicing — Turnover-week receivables mesh
Utilities module — Bulk Hostkit invoicing — Missing data + overage Pending before export
Sales module — Bulk Hostkit invoicing — Multicalendar vs fiscal bulk export
Tenants module — Bulk Hostkit invoicing — Linked bookings Pending clearance
Listings module — Bulk Hostkit invoicing — First month-end on new inventory
Inbox module — Bulk Hostkit invoicing — Cross-booking Hostkit pacing threads
Audit module — Bulk Hostkit invoicing — Discounts review before batch
AI Chat module — Bulk Hostkit invoicing — Validate assistant bulk-export guidance
Legacy /properties URLs — Bulk Hostkit invoicing — Legacy bookmarks before export
Booking engine details — Bulk Hostkit invoicing — Engine-sourced bulk export rows
Processing a New Booking — Bulk Hostkit invoicing — First-month Issue allocation after confirmation mesh (Step 6b)
Handling a Late Payment — Bulk Hostkit invoicing — Collections month-end mesh before bulk export (Step 6b)
Cancelling a Booking — Bulk Hostkit invoicing — Settlement bulk export on Step 6b
Managing a Check-in — Bulk Hostkit invoicing — Move-in Pending mesh before bulk Issue allocation (Step 6b)
Managing a Check-out — Bulk Hostkit invoicing — Departure-week Pending mesh before bulk export (Step 6b)
Onboarding a New Property — Bulk Hostkit invoicing — First month-end Issue allocation after go-live
Portfolio KPI review — Bulk Hostkit invoicing — Step 7 month-end export mesh
Entering Monthly Utility Bills — Bulk Hostkit invoicing — Finish Missing data + overage Pending before bulk export (Steps 4b–5)
Notification triage — Bulk Hostkit invoicing — Alert cleanup before bulk Issue allocation (Step 5)
Manual block hygiene — Bulk Hostkit invoicing — Clear stale holds before Issue allocation unmasks receivables (Step 5)
Resetting a Management User Password — Bulk Hostkit invoicing — Lockout-delayed month-end Issue allocation after Step 3
Using in-app support — Bulk Hostkit invoicing — Self-serve Hostkit pacing before filing tickets
FAQ — Bulk Hostkit invoicing hub — Symptom table + per-guide mesh reciprocal hub
FAQ — Bulk Hostkit invoicing slow — HTTP 429 pacing — leave batch running; refresh Transactions before re-issue

Finance Transactions — bulk selection bar with Issue allocation and Invoice selected actions

Account Settings Invoicing — Hostkit invoice series (FR) field

Fixed invoice date reminder

Pair with other Glossary hub sections

Amber banner vocabulary pairs with Glossary — Fixed invoice date, Glossary — Month-end invoicing (fixed date), Glossary — Bulk Hostkit invoicing, Glossary — Hostkit hub, and Financial & payments cluster rows. Full pairing matrix: Glossary hub cross-reference.

When Use today as invoice date is off and a fixed Invoice date is saved under Settings > Invoicing, Vivin surfaces an amber status banner on Finance screens so operators confirm the posting date before Issue allocation / Invoice selected. The banner is informational — it does not block export — but missing it usually means the toggle is still on or the date was not saved.

Surface	Banner layout	Best for
Finance → Transactions inline strip	Full-width above search and invoice filter pills	Confirm saved date before filtering or selecting rows (`finance-transactions-fixed-invoice-date-banner.png`)
Finance → Transactions bulk toolbar	Compact beside Issue allocation / Invoice selected when selected rows include pending/failed allocations	Month-end bulk export (`finance-transactions-bulk-toolbar-fixed-invoice-date-banner.png`)
Finance — Transaction detail sidebar	Compact above allocation rows on one payment line	Single-row Invoice selected before you issue (`finance-transaction-detail-fixed-invoice-date-banner.png`)
Settings > Invoicing — Default invoice date	Toggle off + date picker — no banner here	Source of truth before banners appear on Transactions (`settings-invoicing-invoice-date-toggle.png`)

Symptom	Likely cause	Fix
No amber banner on Transactions	Use today still on or date unsaved	Turn toggle off, pick Invoice date, Save, reload Transactions
Banner shows wrong calendar date	Stale session or unsaved picker	Re-open Invoicing, confirm date, Save, hard-refresh Transactions
Issued invoices show wrong document date	Fixed date still active after batch	Turn Use today as invoice date back on — Month-end invoicing (fixed date)
Bulk toolbar banner missing	No allocatable rows selected	Tick rows with Pending / Failed invoicing — banner appears with bulk bar
Bulk Pending for minutes with banner visible	Hostkit API pacing — not banner bug	Bulk Hostkit invoicing — leave batch running; refresh before re-issue
Support ticket cites wrong document date	Self-serve toggle check skipped	Using in-app support — Month-end invoicing (fixed date) before filing

Glossary — Fixed invoice date reminder — Short definition and visual quick-reference row
Glossary — Fixed invoice date — Account-wide calendar date while Use today is off
FAQ — Fixed invoice date reminder hub — Symptom table + per-guide/module mesh
FAQ — Month-end invoicing (fixed date) hub — Toggle reset after batch + workflow mesh
Settings > Invoicing — Default invoice date — Toggle + date picker before banners appear
Finance — Working with a fixed invoice date in Finance — Six-step operator habit on Transactions
Month-end invoicing (fixed date) — Month-end workflow hub (save date → bulk export → reset toggle)
Bulk Hostkit invoicing — Same amber toolbar beside Issue allocation on Hostkit accounts
Glossary — Hostkit hub — Listing keys + FR series before first export
Portfolio KPI review — Step 7 — Month-end sign-off after bulk Issue allocation

Month-end invoicing (fixed date)

Pair with other Glossary hub sections

Fixed document-date vocabulary pairs with Glossary — Fixed invoice date reminder (Fixed invoice date reminder hub), Glossary — Fixed invoice date, Glossary — Bulk Hostkit invoicing, Glossary — Hostkit hub, and Financial & payments cluster rows. Hub parity: Month-end invoicing (fixed date) hub · Common Workflows — Month-end invoicing (fixed date). Full pairing matrix: Glossary hub cross-reference.

When month-end close requires every Fatura or Invoice-xpress document in a batch to share one posting date (for example the last calendar day of the month), save a fixed Invoice date under Settings → Invoicing before bulk Issue allocation / Invoice selected on Finance → Transactions. Turn Use today as invoice date back on after the batch so day-of-issue dating resumes for one-off invoices.

Surface	Use it for
Settings > Invoicing — Default invoice date	Turn Use today off, pick Invoice date, Save — applies to every invoice until toggle returns on
Finance → Transactions inline banner	Amber reminder above search confirms saved fixed date before you filter or bulk-export (`finance-transactions-fixed-invoice-date-banner.png`)
Finance → Transactions bulk toolbar	Amber banner beside Issue allocation / Invoice selected when selected rows include pending/failed allocations (`finance-transactions-bulk-toolbar-fixed-invoice-date-banner.png`)
Transaction detail sidebar	Compact fixed-date reminder above allocations on a single row (`finance-transaction-detail-fixed-invoice-date-banner.png`)
Bulk Hostkit invoicing	Hostkit Issue allocation pacing on the same toolbar — slow Pending is usually API pacing, not wrong date

Symptom	Likely cause	Fix
Issued invoices show wrong document date	Fixed Invoice date still active	Invoicing — Default invoice date — turn toggle on after batch
No amber banner on Transactions	Toggle still on or unsaved date	Save fixed date in Invoicing, reload Transactions
Bulk Pending on Hostkit — not a date issue	API pacing	Bulk Hostkit invoicing — leave batch running; refresh before re-issue
Forgot to reset after month-end	Next day's invoices use saved date	Turn Use today as invoice date back on
Month-end export blocked by Pending mesh	Confirmation or duplicate receipts	Pending manual receipt approval — finish workflow Step 6b before Issue allocation
Support ticket cites wrong document date	Self-serve toggle check skipped	Using in-app support — Month-end invoicing (fixed date) before filing

Common Workflows — Month-end invoicing (fixed date) — Hub matrix: symptom table + toggle reset (settings-invoicing-invoice-date-toggle.png, finance-transactions-fixed-invoice-date-banner.png, finance-transactions-bulk-toolbar-fixed-invoice-date-banner.png)
Glossary — Month-end invoicing (fixed date) — Short definition and visual quick-reference row
Glossary — Fixed invoice date reminder hub — Amber banner surfaces + reciprocal symptom table
Glossary — Fixed invoice date — Account-wide calendar date while Use today is off
Settings > Invoicing — Default invoice date — Toggle + date picker before bulk export
Finance module — Working with a fixed invoice date in Finance — Six-step operator habit on Transactions
Finance module — Month-end invoicing (fixed date) — Transactions toolbar reference
Bulk Hostkit invoicing — Issue allocation pacing on the same amber toolbar banner
Pending manual receipt approval — Clear Pending mesh before month-end bulk export
Lockout catch-up after password recovery — Lockout-delayed month-end Issue allocation after password recovery
Reject/revert mistaken receipts — Not issued credit note queue after month-end Reject / Revert
Rent reduction after invoicing — Invoiced floor when repricing after bulk export (bookings-rent-reduction-invoiced-floor-flow.mp4)
Portfolio KPI review — Step 7 — Month-end sign-off after bulk Issue allocation
Bookings module — Month-end invoicing (fixed date) — Payment Plan month-end Pending mesh
Dashboard module — Month-end invoicing (fixed date) — Total Debt month-end sign-off
Analytics module — Month-end invoicing (fixed date) — KPI review before Step 7 bulk export
Notifications module — Month-end invoicing (fixed date) — Alert cleanup before bulk Issue allocation
Operations module — Month-end invoicing (fixed date) — Turnover-week receivables mesh
Utilities module — Month-end invoicing (fixed date) — Missing data + overage Pending before export
Sales module — Month-end invoicing (fixed date) — Multicalendar vs fiscal document date
Tenants module — Month-end invoicing (fixed date) — Linked bookings Pending clearance
Listings module — Month-end invoicing (fixed date) — First month-end on new inventory
Inbox module — Month-end invoicing (fixed date) — Wrong document-date threads
Audit module — Month-end invoicing (fixed date) — Discounts review before batch
AI Chat module — Month-end invoicing (fixed date) — Assistant-cited month-end habit
Legacy /properties URLs — Month-end invoicing (fixed date) — Legacy bookmarks before export
Booking engine details — Month-end invoicing (fixed date) — Engine-sourced bulk export rows
Processing a New Booking — Month-end invoicing (fixed date) — First-month bulk export after confirmation mesh (Step 6b)
Handling a Late Payment — Month-end invoicing (fixed date) — Collections month-end mesh before bulk export (Step 6b)
Cancelling a Booking — Month-end invoicing (fixed date) — Settlement bulk export on Step 6b
Managing a Check-in — Month-end invoicing (fixed date) — Move-in Pending mesh before bulk Issue allocation (Step 6b)
Managing a Check-out — Month-end invoicing (fixed date) — Departure-week Pending mesh before bulk export (Step 6b)
Onboarding a New Property — Month-end invoicing (fixed date) — First month-end Issue allocation after go-live
Portfolio KPI review — Month-end invoicing (fixed date) — Step 7 month-end export mesh
Entering Monthly Utility Bills — Month-end invoicing (fixed date) — Finish Missing data + overage Pending before bulk export (Steps 4b–5)
Notification triage — Month-end invoicing (fixed date) — Alert cleanup before bulk export (Step 5)
Manual block hygiene — Month-end invoicing (fixed date) — Clear stale holds before Issue allocation unmasks receivables (Step 5)
Resetting a Management User Password — Month-end invoicing (fixed date) — Lockout-delayed month-end export after Step 3
Using in-app support — Month-end invoicing (fixed date) — Self-serve toggle check before filing tickets
FAQ — Month-end invoicing (fixed date) hub — Symptom table + toggle reset after batch
FAQ — Bulk Hostkit invoicing slow — HTTP 429 when batch is slow, not wrong date

Account Settings — Invoicing section with Use today as invoice date off and Invoice date picker visible

Invoiced floor (rent)

Pair with other Glossary hub sections

Invoiced-floor vocabulary pairs with Glossary — Rent reduction after invoicing, Glossary — Credit note (payment reject/revert), Glossary — Bulk Hostkit invoicing, Glossary — Credit note warning (reject/revert), and Financial & payments cluster rows. Full pairing matrix: Glossary hub cross-reference.

When Finance has already invoiced rent for a calendar month, Vivin enforces an invoiced floor in the booking workspace — lowering scheduled net below the exported total is blocked on Contract Info → Change monthly rent (months clamp to invoiced value) and Contract Values → Edit amount (Save disabled when net would drop below invoiced+draft totals). Repricing does not start on Finance → Transactions; external credit notes or manual adjustments are required before Vivin can reflect goodwill below exported rent, then Issue credit notes (N) on Transactions with the same Hostkit pacing as Bulk Hostkit invoicing.

Surface	Modal / queue behaviour	Best for
Bookings — Contract Info → Change monthly rent	Months below exported totals clamp to invoiced value (blue Already invoiced months banner)	Portfolio-wide repricing (`bookings-detail-change-monthly-rent-modal.png`)
Bookings — Contract Values → Edit amount	Save disabled when net would drop below invoiced+draft totals (red inline validation)	Per-line net edit (`bookings-detail-contract-values-invoiced-floor-edit-amount.png`)
Finance → Transactions Not issued credit note filter	After external rent relief registers in Vivin — bulk Issue credit notes (N)	Post-accounting rent relief (`finance-transactions-bulk-selection-bar.png`)
Bulk Hostkit invoicing	Hostkit Issue credit notes pacing after external rent relief	Month-end reversal batch — slow Pending is API pacing, not floor block
Month-end invoicing (fixed date)	Fixed Invoice date before first Issue allocation	Repricing during same month-end batch as export

Symptom	Likely cause	Fix
Month saves at invoiced amount, not your lower entry	Invoiced floor on exported month	Change monthly rent — clamped months keep exported totals; other months save at your amount
Save disabled under New net amount	Net below invoiced+draft on line	Contract Values → Edit amount — external credit notes first
Need goodwill discount below exported rent	Accounting alignment rule	Issue credit notes in Hostkit/accounting — Vivin will not persist lower nets on exported months
Hostkit Not issued credit note after rent relief	Credit note registered in Vivin	Issue credit notes (N) — same pacing as Bulk Hostkit invoicing
Batch stays Pending on Transactions	Hostkit API pacing	Floor unrelated — check booking modals; refresh Transactions before duplicate Hostkit run
Repricing after equal-month inference on variable unit	Fixed rent headline on variable unit	Pair FAQ — Fixed rent on variable unit
Red banner on Reject / blue info on Revert	Receipt cleanup — not rent floor	Credit note warning (reject/revert) — distinct from rent edit blocks
Support ticket cites blocked rent cut	Self-serve modal check skipped	Using in-app support — Rent reduction after invoicing before filing

Glossary — Invoiced floor (rent) — Short definition and visual quick-reference row
FAQ — Invoiced floor (rent) hub — Symptom table + per-guide/module mesh
FAQ — Lower rent below invoiced — Modal walkthrough + MP4
Rent reduction after invoicing — Workflow hub: external relief → Issue credit notes
Common Workflows — Rent reduction after invoicing — Hub matrix (bookings-rent-reduction-invoiced-floor-flow.mp4)
Bookings — Changing contract dates and rent — Contract Info repricing entry point
Bookings — Contract Values tab — Per-line Edit amount under the same floor
Finance — Invoiced floor and rent edits — Why edits start on the booking, not Transactions
Finance — Issuing credit notes (integrated invoicing) — Not issued credit note filter → Issue credit notes (N)
Glossary — Credit note (payment reject/revert) — External relief when you must reduce below exported rent
Common Workflows — Bulk Hostkit invoicing — Issue credit notes Hostkit pacing after rent relief
Common Workflows — Month-end invoicing (fixed date) — Fixed Invoice date before first Issue allocation
Credit note warning (reject/revert) — Modal banners on invoiced Reject / Revert — distinct from rent-floor blocks
Portfolio KPI review — Step 7 — Month-end repricing sign-off

Booking detail — Change monthly rent modal with Already invoiced months info banner

Booking Contract Values — Edit Payment Amount modal with Already invoiced helper and net-below-invoiced validation error

Walkthrough: open Contract Info → Change monthly rent, then Contract Values → Edit amount when Finance already exported rent.

Rent reduction after invoicing

Pair with other Glossary hub sections

Invoiced-floor vocabulary pairs with Glossary — Invoiced floor (rent), Glossary — Credit note (payment reject/revert), Glossary — Bulk Hostkit invoicing, and Financial & payments cluster rows. Hub parity: Rent reduction after invoicing hub · Common Workflows — Rent reduction after invoicing · Invoiced floor (rent) hub. Full pairing matrix: Glossary hub cross-reference.

When Finance has already invoiced rent for a calendar month, Vivin enforces an invoiced floor — lowering scheduled net below the exported total is blocked in the booking workspace (Contract Info → Change monthly rent or Contract Values → Edit amount), not on Finance → Transactions. To reduce below exported rent, issue external credit notes or manual adjustments, then push Issue credit notes (N) on Transactions with the same Hostkit pacing as Bulk Hostkit invoicing.

Surface	Use it for
Bookings — Contract Info → Change monthly rent	Portfolio-wide repricing — months below exported totals clamp to invoiced value (blue Already invoiced months banner — `bookings-detail-change-monthly-rent-modal.png`)
Bookings — Contract Values → Edit amount	Per-line net edit — Save disabled when net would drop below invoiced+draft totals (red inline validation — `bookings-detail-contract-values-invoiced-floor-edit-amount.png`)
Finance → Transactions Not issued credit note filter	After external rent relief registers in Vivin — bulk Issue credit notes (N) (`finance-transactions-bulk-selection-bar.png`)
Bulk Hostkit invoicing	Hostkit Issue credit notes pacing after external rent relief — slow Pending is API pacing, not invoiced-floor block
Month-end invoicing (fixed date)	Fixed Invoice date before first Issue allocation when repricing follows month-end export

Symptom	Likely cause	Fix
Month saves at invoiced amount, not your lower entry	Invoiced floor on exported month	Change monthly rent — clamped months keep exported totals; other months save at your amount
Save disabled under New net amount	Net below invoiced+draft on line	Contract Values → Edit amount — external credit notes first
Need goodwill discount below exported rent	Accounting alignment rule	Issue credit notes in Hostkit/accounting — Vivin will not persist lower nets on exported months
Hostkit Not issued credit note after rent relief	Credit note registered in Vivin	Issue credit notes (N) — same pacing as Bulk Hostkit invoicing
Batch stays Pending on Transactions	Hostkit API pacing	Floor unrelated — check booking modals; refresh Transactions before duplicate Hostkit run
Repricing after equal-month inference on variable unit	Fixed rent headline on variable unit	Pair FAQ — Fixed rent on variable unit
Support ticket cites blocked rent cut	Self-serve modal check skipped	Using in-app support — Rent reduction after invoicing before filing

Common Workflows — Rent reduction after invoicing — Hub matrix: symptom table + invoiced-floor modals (bookings-detail-change-monthly-rent-modal.png, bookings-detail-contract-values-invoiced-floor-edit-amount.png, bookings-rent-reduction-invoiced-floor-flow.mp4)
Glossary — Rent reduction after invoicing — Short definition and visual quick-reference row
FAQ — Rent reduction after invoicing hub — Symptom table reciprocal hub
Glossary — Invoiced floor (rent) — Definition and accounting alignment rule; full hub: Invoiced floor (rent) hub
Bookings module — Changing contract dates and rent — Contract Info → Change monthly rent entry point
Bookings module — Contract Values tab — Per-line Edit amount under the same floor
Bookings module — Rent reduction after invoicing — Contract Info and Contract Values modals
Finance module — Invoiced floor and rent edits — Why repricing starts on the booking, not Transactions
Finance module — Issuing credit notes (integrated invoicing) — Not issued credit note filter → Issue credit notes (N)
Finance module — Rent reduction after invoicing — Transactions Issue credit notes after external relief
Bulk Hostkit invoicing — Issue credit notes Hostkit pacing after external rent relief (finance-transactions-bulk-selection-bar.png)
Month-end invoicing (fixed date) — Fixed Invoice date before first Issue allocation when repricing follows export
Reject/revert mistaken receipts — Issue credit notes after invoiced duplicate cleanup (distinct from rent floor)
Lockout catch-up after password recovery — Lockout-delayed month-end repricing after password recovery
Portfolio KPI review — Step 7 — Month-end repricing sign-off
Dashboard module — Rent reduction after invoicing — Total Debt after goodwill repricing
Analytics module — Rent reduction after invoicing — KPI review before Step 7 repricing
Notifications module — Rent reduction after invoicing — Row-click to invoiced booking before repricing
Operations module — Rent reduction after invoicing — Turnover-week goodwill mesh
Utilities module — Rent reduction after invoicing — Rent + overage month already exported
Sales module — Rent reduction after invoicing — Multicalendar vs fiscal repricing timing
Tenants module — Rent reduction after invoicing — Linked bookings goodwill repricing
Listings module — Rent reduction after invoicing — First month-end on new inventory
Inbox module — Rent reduction after invoicing — Goodwill threads before Change monthly rent
Audit module — Rent reduction after invoicing — Discounts review before repricing
AI Chat module — Rent reduction after invoicing — Validate assistant invoiced-floor guidance
Legacy /properties URLs — Rent reduction after invoicing — Legacy bookmarks before repricing
Booking engine details — Rent reduction after invoicing — Engine-sourced bookings with exported months
Processing a New Booking — Rent reduction after invoicing — Confirmation month already invoiced on Step 3
Handling a Late Payment — Rent reduction after invoicing — Collections goodwill after Step 4
Cancelling a Booking — Rent reduction after invoicing — Settlement Step 2b mesh
Managing a Check-in — Rent reduction after invoicing — Pre-move-in goodwill
Managing a Check-out — Rent reduction after invoicing — Departure-week goodwill
Onboarding a New Property — Rent reduction after invoicing — First month-end on new inventory
Portfolio KPI review — Rent reduction after invoicing — Step 7 month-end repricing mesh
Entering Monthly Utility Bills — Rent reduction after invoicing — Rent + overage month already exported on Step 5
Notification triage — Rent reduction after invoicing — Row-click to invoiced booking before month-end repricing on Step 4
Manual block hygiene — Rent reduction after invoicing — Repricing after hold cleanup on Step 5
Resetting a Management User Password — Rent reduction after invoicing — Lockout-delayed month-end repricing after Step 3
Using in-app support — Rent reduction after invoicing — Self-serve Change monthly rent before filing tickets
FAQ — Rent reduction after invoicing hub — Symptom table + per-guide mesh
FAQ — Lower rent below invoiced — Modal walkthrough + MP4
FAQ — Fixed rent on variable unit — Equal-month inference before reopening Change monthly rent
FAQ — Bulk Hostkit invoicing slow — HTTP 429 pacing on Issue credit notes

Booking detail — Change monthly rent modal with Already invoiced months info banner

Booking Contract Values — Edit Payment Amount modal with Already invoiced helper and net-below-invoiced validation error

Walkthrough: open Contract Info → Change monthly rent, then Contract Values → Edit amount when Finance already exported rent.

Utility overage collections

Pair with other Glossary hub sections

Utility overage vocabulary pairs with Glossary — End-of-Booking cost split, Glossary — Shared utility connection, and Financial & payments cluster rows. Hub parity: Utility overage collections hub · Common Workflows — Utility overage collections · Check-out final utilities handoff. Full pairing matrix: Glossary hub cross-reference.

Surface	Use it for
Utilities → Allocations	Confirm overage posted per stay after supplier bill (`utilities-allocations-row-breakdown-expanded.png`)
Bookings — Payment Plan	Overage schedule lines tenant owes after bill posting
Finance → Contract Values In Debt filter	Portfolio-ranked overage arrears — distinct from rent Top debtors alone (`finance-contract-values-in-debt-filter.png`)
`/notifications` row-click	payment overdue after monthly bill cycle → booking before outreach
Finance → Transactions / booking Transactions	Pending overage receipts — Approve payment (`bookings-detail-transactions-approve-payment-modal.png`, `finance-transactions-pending-pill.png`)

Symptom	Likely cause	Fix
In Debt includes utility-type line on Contract Values	Overage posted after bill cycle	Step 4 → Step 1
Payment overdue alert after monthly bill cycle	Unpaid overage on Payment Plan	Row-click → Step 4 before Step 1
Overage receipt still Pending at month-end	Manual bank transfer not approved	Step 4b
Tenant insists they paid — duplicate on ledger	Duplicate overage transfer	Reject/revert mistaken receipts on Step 4b
End of Booking — line not visible yet	Deferred posting	End-of-Booking cost split — wait until checkout
Rent line mistaken for utility overage	Wrong line type on Payment Plan	Check-out collections before refund contrast — not utility mesh alone
Support ticket cites utility overage on Payment Plan	Self-serve triage skipped	Using in-app support — Utility overage collections before filing
Lockout-delayed overage payment overdue backlog	Password recovery delayed triage	Resetting a Management User Password — Step 3 → Step 4 (`utilities-allocations-review-flow.mp4`)

Common Workflows — Utility overage collections — Hub matrix: symptom table + bill posting → collections (utilities-allocations-row-breakdown-expanded.png, bookings-detail-transactions-approve-payment-modal.png, finance-contract-values-in-debt-filter.png, utilities-allocations-review-flow.mp4)
Glossary — Utility overage collections — Short definition and visual quick-reference row
FAQ — Utility overage collections hub — Symptom table reciprocal hub
Glossary — End-of-Booking cost split — Deferred posting when Charge Time is End of Booking
Entering Monthly Utility Bills — Step 4 / Step 4b — Canonical posting + Pending mesh
Handling a Late Payment — Step 1 — Collections after overage posts to Payment Plan
Pending manual receipt approval — Overage receipts on Step 4b
Payment alert to receivables triage — payment overdue row-click after monthly bill cycle
Notification row-click navigation — Row-click on /notifications before Entering Monthly Utility Bills — Step 4
Finance debt receivables triage — Contract Values In Debt filter for overage lines before collections outreach
Reject/revert mistaken receipts — Revert duplicate overage transfers on Step 4b
Check-out final utilities handoff — Departure-week final overages before Ready To Refund (distinct mesh)
Check-out collections before refund — Rent/fee In Debt on the same booking — not utility overage alone
Check-out ledger cleanup before refund — Duplicate overage transfer mistaken for unpaid line
Cancellation collections before void — Rent arrears on Canceled stays — not utility overage mesh
Bookings module — Utility overage collections — Payment Plan overage schedule lines after bill posting
Finance module — Utility overage collections — Portfolio Contract Values In Debt filter for overage lines
Utilities module — Utility overage collections — Allocations / Bills posting before collections
Dashboard module — Utility overage collections — Total debt KPI includes overage arrears after bill cycle
Analytics module — Utility overage collections — Revenue / debt-aging skew from overage In Debt
Notifications module — Utility overage collections — payment overdue alerts after monthly bill cycle
Operations module — Utility overage collections — Departure-week overage arrears during turnover
Sales module — Utility overage collections — Channel bookings with overage In Debt after bill posting
Tenants module — Utility overage collections — With Debt segmentation includes overage lines
Listings module — Utility overage collections — Unit sidebar debt from utility overage lines
Inbox module — Utility overage collections — Tenant WhatsApp disputes on utility overage bills
AI Chat module — Utility overage collections — Assistant In Debt totals include overage lines
Audit module — Utility overage collections — Overage In Debt skews month-end exports
Legacy /properties URLs — Utility overage collections — Redirected-property booking overage arrears
Booking engine details — Utility overage collections — Engine-sourced bookings with overage In Debt
Entering Monthly Utility Bills — Utility overage collections — Canonical posting mesh (Steps 4–4b)
Handling a Late Payment — Utility overage collections — Collections after bill posting (Step 1)
Notification triage — Utility overage collections — payment overdue row-click after monthly bill cycle (Step 4)
Onboarding a New Property — Utility overage collections — First supplier bill cycle on Step 7
Processing a New Booking — Utility overage collections — First Ongoing stay before first bill cycle (Step 6)
Managing a Check-in — Utility overage collections — Move-in month overage Pending mesh (Step 6b)
Managing a Check-out — Utility overage collections — Departure-week final overages before refund (Step 6)
Cancelling a Booking — Utility overage collections — Overage on Canceled stay during Step 2 settlement
Portfolio KPI review — Utility overage collections — Month-end segment overage arrears sign-off (Step 7)
Manual block hygiene — Utility overage collections — Phantom utility In Debt after Step 5 hold cleanup
Resetting a Management User Password — Utility overage collections — Lockout-delayed overage backlog after Step 3
Using in-app support — Utility overage collections — Self-serve overage triage before filing tickets
FAQ — Entering Monthly Utility Bills hub — Bill posting → collections pairing matrix

Utilities Allocations — expanded row breakdown showing tenant overage per stay

Finance Contract Values — In Debt filter highlighting utility overage lines

Walkthrough: post supplier bills in Utilities, verify overage on Allocations, then collect on booking Payment Plan.

Check-out final utilities handoff

Pair with other Glossary hub sections

Departure-week utility vocabulary pairs with Glossary — End-of-Booking cost split and Bookings & lifecycle cluster rows. Hub parity: Check-out final utilities handoff hub · Common Workflows — Check-out final utilities handoff · Utility overage collections. Full pairing matrix: Glossary hub cross-reference.

Surface	Use it for
Utilities → Bills	Enter final supplier bills + Missing toggle gaps (`utilities-bills-tab-missing-toggle.png`)
Utilities → Allocations	Review calculated final-cycle overage per stay (`utilities-allocations-row-breakdown-expanded.png`)
Bookings — Payment Plan	Final overage schedule lines blocking settlement (`bookings-detail-payment-plan-tab-schedule.png`)
Bookings — Deposit	Ready To Refund / Est. Refund gated until overage clears (`bookings-detail-deposit-tab-ready-to-refund-toggle.png`)
`/notifications` row-click	Departure-week utility payment overdue → booking before refund queue
Finance → Transactions / booking Transactions	Pending final overage receipts — Approve payment (`bookings-detail-transactions-approve-payment-modal.png`, `finance-transactions-pending-pill.png`)

Symptom	Likely cause	Fix
Final utility overage unpaid on Payment Plan	Bill posted but line still Unpaid	Step 4 → Step 6
Ready To Refund blocked by overage	Overage line still In Debt	Step 4 → Step 1 → Step 6
Overage paid but Ready To Refund greyed	Receipt still Pending	Step 4b ↔ Step 6b
End of Booking — overage not visible yet	Deferred posting until checkout	End-of-Booking cost split — Step 7 then re-check Step 6
Month-end Missing bills on departing units	Supplier bill not entered	Step 5 → Portfolio KPI review — Step 7
Rent + utility both block Ready To Refund	Mixed line types on Payment Plan	Utility overage collections (utility line) · Check-out collections before refund (rent/fee lines)
Same-day turnover blocked by outgoing overage	Outgoing final overages unsettled	Managing a Check-out — Step 6 before Managing a Check-in — Step 4
Support ticket cites final overage blocking Ready To Refund	Self-serve triage skipped	Using in-app support — Check-out final utilities handoff before filing
Lockout-delayed departure-week utility backlog	Password recovery delayed triage	Resetting a Management User Password — Step 3 → Managing a Check-out — Step 6 (`utilities-allocations-review-flow.mp4`)

Common Workflows — Check-out final utilities handoff — Hub matrix: final bills → Payment Plan → refund (utilities-allocations-row-breakdown-expanded.png, utilities-bills-tab-missing-toggle.png, utilities-allocations-review-flow.mp4, bookings-detail-payment-plan-tab-schedule.png, bookings-detail-deposit-tab-ready-to-refund-toggle.png)
Glossary — Check-out final utilities handoff — Short definition and visual quick-reference row
FAQ — Check-out final utilities handoff hub — Symptom table reciprocal hub
Glossary — End-of-Booking cost split — Deferred overage posting when Charge Time is End of Booking
Entering Monthly Utility Bills — Step 4 / Step 4b — Canonical overage posting + Pending mesh
Managing a Check-out — Step 6 / Step 6b — Settlement before Step 5
Pending manual receipt approval — Overage receipts on Step 4b ↔ Step 6b
Utility overage collections — Mid-stay overage In Debt (distinct from departure-week final bills)
Check-out collections before refund — Rent/fee lines on the same booking
Same-day turnover coordination — Outgoing Step 6 before incoming Step 4
Check-in to check-out handoff — Upstream mid-stay → departure-week entry before final utility settlement
Utilities module — Check-out final utilities handoff — Allocations / Bills posting before refund queue
Bookings module — Check-out final utilities handoff — Payment Plan / Deposit tab settlement path
Finance module — Check-out final utilities handoff — Portfolio Contract Values utility overage In Debt
Dashboard module — Check-out final utilities handoff — Total debt KPI includes departure overages
Analytics module — Check-out final utilities handoff — Month-end Missing + departure utility sign-off
Notifications module — Check-out final utilities handoff — Departure-week utility payment overdue alerts
Operations module — Check-out final utilities handoff — Turnover-week utility settlement on Check-in & Check-out
Sales module — Check-out final utilities handoff — Channel departure-week utility settlement on Multicalendar
Tenants module — Check-out final utilities handoff — Departing tenant profiles with utility overage In Debt
Listings module — Check-out final utilities handoff — Bills Included ceiling context for final-cycle overage
Inbox module — Check-out final utilities handoff — Departure-week utility bill questions on WhatsApp
AI Chat module — Check-out final utilities handoff — Validate assistant final overage / Ready To Refund guidance
Audit module — Check-out final utilities handoff — Month-end export after departure utility backlog clears
Legacy /properties URLs — Check-out final utilities handoff — Redirected inventory departure-week utility settlement
Booking engine details — Check-out final utilities handoff — Engine-sourced bookings with final utility overage mesh
Managing a Check-in — Check-out final utilities handoff — Same-day turnover: outgoing Step 6 before incoming Step 4
Managing a Check-out — Check-out final utilities handoff — Canonical departure-week settlement (Step 6)
Processing a New Booking — Check-out final utilities handoff — Ongoing stay before first departure final overages (Step 6)
Notification triage — Check-out final utilities handoff — Departure-week utility payment overdue row-click (Step 4)
Handling a Late Payment — Check-out final utilities handoff — Departure-week overage Overdue after bill posting (Step 1)
Cancelling a Booking — Check-out final utilities handoff — Utility overage on Canceled stay during Step 2 settlement (not departure mesh)
Onboarding a New Property — Check-out final utilities handoff — Charge Time / Connections before first departure final overages (Step 7)
Portfolio KPI review — Check-out final utilities handoff — Month-end Missing + departure utility sign-off (Step 7)
Manual block hygiene — Check-out final utilities handoff — Missing departure-week bills after Step 5 hold cleanup
Entering Monthly Utility Bills — Check-out final utilities handoff — Canonical posting mesh (Steps 4–4b)
Resetting a Management User Password — Check-out final utilities handoff — Lockout-delayed departure-week utility backlog after Step 3
Using in-app support — Check-out final utilities handoff — Self-serve final overage triage before filing tickets
FAQ — Managing a Check-out hub — Departure-week settlement pairing matrix
FAQ — Entering Monthly Utility Bills hub — Bill posting → refund queue pairing matrix

Booking detail — Payment Plan tab with schedule rows to verify before deposit release

Utilities — Bills tab with Missing toggle showing expected-period gaps

Bookings — Deposit tab with Ready To Refund toggle enabled before the external bank transfer

Walkthrough: review calculated utility allocations, confirm overage lines on tenant Payment Plan, then verify settlement in Managing a Check-out — Step 6 before deposit release.

Check-out collections before refund

Pair with other Glossary hub sections

Departure-week collections vocabulary pairs with Glossary — Pending manual in-payment (Finance) and Financial & payments cluster rows. Hub parity: Check-out collections before refund hub · Common Workflows — Check-out collections before refund · Check-out final utilities handoff · Check-out ledger cleanup before refund. Full pairing matrix: Glossary hub cross-reference.

Surface	Use it for
Bookings — Payment Plan	Rent/fee schedule lines blocking settlement (`bookings-detail-payment-plan-tab-schedule.png`)
Bookings — Deposit	Ready To Refund / Est. Refund gated until arrears clear (`bookings-detail-deposit-tab-ready-to-refund-toggle.png`)
Finance → Contract Values	Portfolio In Debt filter for departure-week arrears (`finance-contract-values-in-debt-filter.png`)
`/notifications` row-click	Departure-week payment overdue → booking before collections outreach
Finance → Transactions / booking Transactions	Pending departure receipts — Approve payment (`finance-transactions-pending-pill.png`, `bookings-detail-transactions-approve-payment-modal.png`)
Finance → Deposits	Deposit shortfall vs rent In Debt — not rent collections mesh (Partly collected security deposit)

Symptom	Likely cause	Fix
Ready To Refund greyed / In Debt on rent	Unpaid rent/fee on Payment Plan	Step 1 → Step 4 → Step 6
Tenant paid once, balance still Unpaid	Duplicate transfer on ledger	Check-out ledger cleanup before refund — Revert duplicate
Unpaid line is utility overage	Wrong line type on Payment Plan	Check-out final utilities handoff
Departure transfer still Pending	Receipt not approved	Step 6b ↔ Pending manual receipt approval
Shortfall is deposit collection, not rent	Deposit not fully collected	Partly collected security deposit — Finance → Deposits Partial paid
Rent + utility both block Ready To Refund	Mixed line types on Payment Plan	Utility overage collections (utility line) · Check-out collections before refund (rent/fee lines)
Same-day turnover blocked by outgoing arrears	Outgoing rent In Debt unsettled	Managing a Check-out — Step 6 before Managing a Check-in — Step 4
Departure-week payment overdue alert	Row-click before collections	Step 4 → Step 1 → Step 6
Support ticket cites Ready To Refund blocked by arrears	Self-serve triage skipped	Using in-app support — Check-out collections before refund before filing
Lockout-delayed departure-week collections backlog	Password recovery delayed triage	Resetting a Management User Password — Step 3 → Step 1 (`workflows-check-out-coordination-flow.mp4`)

Common Workflows — Check-out collections before refund — Hub matrix: rent/fee Payment Plan → collections → refund (workflows-check-out-coordination-flow.mp4, bookings-detail-payment-plan-tab-schedule.png, finance-contract-values-in-debt-filter.png, bookings-detail-deposit-tab-ready-to-refund-toggle.png)
Glossary — Check-out collections before refund — Short definition and visual quick-reference row
FAQ — Check-out collections before refund hub — Symptom table reciprocal hub
Managing a Check-out — Step 6 / Step 6b — In Debt on Payment Plan before Step 5
Handling a Late Payment — Steps 1–4 — Collections for departure-week rent/fee arrears
Pending manual receipt approval — Departure receipts on Step 6b
Finance debt receivables triage — Contract Values In Debt filter before collections outreach
Payment alert to receivables triage — payment overdue row-click on departure-week bookings
Check-out final utilities handoff — Utility overage lines (distinct mesh)
Check-out ledger cleanup before refund — Duplicate transfer contrast (tenant paid once)
Cancellation collections before void — Pre-cancel rent/fee In Debt before Cancel booking (distinct mesh)
Same-day turnover coordination — Outgoing In Debt before incoming Step 4
Check-in to check-out handoff — Mid-stay arrears before departure-week collections
Bookings module — Check-out collections before refund — Payment Plan / Deposit tab settlement before refund
Finance module — Check-out collections before refund — Portfolio Contract Values In Debt filter for departure-week arrears
Dashboard module — Check-out collections before refund — Total debt KPI includes departure-week rent arrears
Analytics module — Check-out collections before refund — Revenue / debt-aging skew from departure arrears
Notifications module — Check-out collections before refund — payment overdue alerts during departure week
Operations module — Check-out collections before refund — Turnover-week Ready To Refund blocked by rent arrears
Utilities module — Check-out collections before refund — Rent line mistaken for utility overage on departure week
Sales module — Check-out collections before refund — Channel booking departure-week arrears
Tenants module — Check-out collections before refund — With Debt segmentation shows departure-week arrears
Listings module — Check-out collections before refund — Unit sidebar debt from departure-week rent arrears
Inbox module — Check-out collections before refund — Tenant departure-week payment disputes on WhatsApp
AI Chat module — Check-out collections before refund — Assistant In Debt totals include departure-week arrears
Audit module — Check-out collections before refund — Departure arrears skew month-end exports
Legacy /properties URLs — Check-out collections before refund — Redirected-property booking departure arrears
Booking engine details — Check-out collections before refund — Engine-sourced bookings with departure-week In Debt
Managing a Check-in — Check-out collections before refund — Rent In Debt after Step 4 key handover
Managing a Check-out — Check-out collections before refund — Canonical Step 6 settlement before Step 5 refund
Processing a New Booking — Check-out collections before refund — Mid-stay rent arrears on first Ongoing import after Step 6
Notification triage — Check-out collections before refund — Departure-week payment overdue row-click (Step 4)
Handling a Late Payment — Check-out collections before refund — Collections Steps 1–4 when Ready To Refund is blocked
Cancelling a Booking — Check-out collections before refund — Rent arrears on Payment Plan during Step 2 settlement (not departure mesh)
Onboarding a New Property — Check-out collections before refund — First departure-week rent arrears after Step 7 go-live
Portfolio KPI review — Check-out collections before refund — Month-end departure arrears sign-off (Step 7)
Manual block hygiene — Check-out collections before refund — Phantom rent In Debt after Step 5 hold cleanup
Entering Monthly Utility Bills — Check-out collections before refund — Rent line mistaken for utility overage on Step 4
Resetting a Management User Password — Check-out collections before refund — Lockout-delayed departure collections backlog after Step 3
Using in-app support — Check-out collections before refund — Self-serve Ready To Refund triage before filing tickets
FAQ — Managing a Check-out hub — Departure-week settlement pairing matrix
FAQ — Handling a Late Payment hub — Collections Steps 1–4 before refund queue

Booking detail — Payment Plan tab with rent/fee schedule rows blocking deposit release

Finance Contract Values — In Debt filter highlighting departure-week rent arrears

Bookings — Deposit tab with Ready To Refund toggle enabled before the external bank transfer

Walkthrough: verify Payment Plan arrears, collect departure-week rent on Handling a Late Payment, then confirm settlement in Managing a Check-out — Step 6 before deposit release.

Cancellation collections before void

Pair with other Glossary hub sections

Pre-cancel collections vocabulary pairs with Glossary — Deposit lifecycle status, Glossary — Pending manual in-payment (Finance), and Bookings & lifecycle cluster rows. Hub parity: Cancellation collections before void hub · Common Workflows — Cancellation collections before void · Check-out collections before refund · Check-out ledger cleanup before refund. Full pairing matrix: Glossary hub cross-reference.

Surface	Use it for
Bookings — Payment Plan	Rent/fee schedule lines blocking Cancel booking (`bookings-detail-payment-plan-tab-schedule.png`)
Bookings — Contract Info	Cancel booking control gated by In Debt until settlement (`bookings-cancel-booking-modal-refund-types.png`)
Finance → Contract Values	Portfolio In Debt filter for pre-cancel arrears (`finance-contract-values-in-debt-filter.png`)
`/notifications` row-click	Pre-cancel payment overdue → booking before collections outreach
Finance → Transactions / booking Transactions	Settlement receipts still Pending — Approve payment (`finance-transactions-pending-pill.png`, `bookings-detail-transactions-approve-payment-modal.png`)
Bookings — Deposit	Deposit shortfall vs rent In Debt — not rent pre-cancel mesh (Partly collected security deposit)

Symptom	Likely cause	Fix
Cancel booking blocked by In Debt	Unpaid rent/fee on Payment Plan	Step 2 → Steps 1–4 → Step 4
Tenant paid once, balance still Unpaid	Duplicate settlement transfer	Check-out ledger cleanup before refund — Revert duplicate during Step 2
Unpaid line is utility overage	Wrong line type on Payment Plan	Utility overage collections — not rent pre-cancel mesh
Settlement receipt still Pending at cancel	Receipt not approved	Step 2a ↔ Pending manual receipt approval
Shortfall is deposit collection, not rent	Deposit not fully collected	Partly collected security deposit — Finance → Deposits Partial paid
Tenant backs out before arrival	Departure-week mesh mistaken	Managing a Check-in hub move-in arrears → Step 4 — not Step 6
Pre-cancel payment overdue alert on Upcoming stay	Row-click before collections	Step 4 → Step 1 → Step 2
Support ticket cites In Debt blocking Cancel booking	Self-serve triage skipped	Using in-app support — Cancellation collections before void before filing
Lockout-delayed pre-cancel collections backlog	Password recovery delayed triage	Resetting a Management User Password — Step 3 → Step 2
Month-end pre-cancel arrears at KPI sign-off	Void queue with open In Debt	Portfolio KPI review — Step 7 — settle before policy void batch

Common Workflows — Cancellation collections before void — Hub matrix (finance-contract-values-in-debt-filter.png, bookings-detail-transactions-approve-payment-modal.png, bookings-cancel-booking-modal-refund-types.png, workflows-cancel-booking-refund-modal-flow.mp4)
Cancelling a Booking — Step 2 / Step 4 — Canonical settlement before refund-type dialog
Handling a Late Payment — Steps 1–4 — Collections before last-resort void
Pending manual receipt approval — Settlement receipts on Step 2a / Step 6b
Payment alert to receivables triage — payment overdue row-click on Upcoming/Ongoing pre-cancel stays
Notification row-click navigation — Row-click on /notifications before Cancelling a Booking — Step 2
Finance debt receivables triage — Contract Values In Debt filter before void queue
Reject/revert mistaken receipts — Revert duplicate settlement transfers before Step 4
Check-out collections before refund — Departure-week arrears contrast (completed stay → Ended)
Check-out ledger cleanup before refund — Duplicate settlement transfer during pre-cancel Step 2 (tenant paid once)
Utility overage collections — Utility overage on Canceled stay — not rent pre-cancel mesh
Cancel Booking vs Delete Booking — Cancel booking on Step 4 after settlement — not Delete for real voids
Glossary — Deposit lifecycle status — Deposit shortfall vs rent In Debt on Step 3
Wrong tenant on a booking — Change tenant before Step 4 when profile link is wrong — not Delete
Bookings module — Cancellation collections before void — Payment Plan unpaid lines before Cancel booking
Finance module — Cancellation collections before void — Portfolio Contract Values In Debt filter before void queue
Dashboard module — Cancellation collections before void — Total debt KPI includes pre-cancel arrears
Analytics module — Cancellation collections before void — Revenue / debt-aging skew from pre-cancel arrears
Notifications module — Cancellation collections before void — payment overdue alerts before policy void
Operations module — Cancellation collections before void — Mid-stay policy void blocked by move-in arrears
Utilities module — Cancellation collections before void — Utility overage on Canceled stay — not rent pre-cancel mesh
Sales module — Cancellation collections before void — Channel booking pre-cancel arrears before void
Tenants module — Cancellation collections before void — With Debt segmentation shows pre-cancel arrears
Listings module — Cancellation collections before void — Unit sidebar debt from pre-cancel rent arrears
Inbox module — Cancellation collections before void — Tenant cancel request blocked by In Debt
AI Chat module — Cancellation collections before void — Assistant In Debt totals before policy void
Audit module — Cancellation collections before void — Pre-cancel arrears skew month-end exports
Legacy /properties URLs — Cancellation collections before void — Redirected-property booking pre-cancel arrears
Booking engine details — Cancellation collections before void — Engine-sourced bookings before policy void
Managing a Check-in — Cancellation collections before void — Tenant backs out before arrival — move-in arrears on Step 3 / Step 4
Managing a Check-out — Cancellation collections before void — Policy void mid-stay contrast — not departure-week Step 6 collections
Processing a New Booking — Cancellation collections before void — Pre-cancel rent arrears on Upcoming import after Step 6
Notification triage — Cancellation collections before void — Pre-cancel payment overdue row-click (Step 4)
Handling a Late Payment — Cancellation collections before void — Canonical Steps 1–4 before Step 4
Cancelling a Booking — Cancellation collections before void — Canonical Step 2 settlement before Step 4 void
Onboarding a New Property — Cancellation collections before void — Pre-cancel rent arrears on first go-live booking after Step 7
Portfolio KPI review — Cancellation collections before void — Month-end pre-cancel arrears sign-off on Step 7
Manual block hygiene — Cancellation collections before void — Phantom rent In Debt after Step 5 hold cleanup mistaken for cancel
Entering Monthly Utility Bills — Cancellation collections before void — Utility overage on Canceled stay — not rent pre-cancel mesh on Step 4
Resetting a Management User Password — Cancellation collections before void — Lockout-delayed pre-cancel collections backlog after Step 3
Using in-app support — Cancellation collections before void — Self-serve In Debt triage before filing tickets
Glossary — Cancellation collections before void — Short definition and visual quick-reference row
FAQ — Cancellation collections before void hub — Symptom table reciprocal hub
FAQ — Cancelling a Booking hub — Full per-guide mesh for pre-cancel collections
FAQ — Handling a Late Payment hub — Collections Steps 1–4 before void queue

Finance Contract Values — In Debt filter highlighting pre-cancel rent arrears

Booking detail — Payment Plan tab with rent/fee schedule rows blocking Cancel booking

Bookings — Cancel booking dialog with full refund, no refund, and partial refund options

Booking detail Transactions — Approve payment modal for settlement receipts before void

Walkthrough: settle Payment Plan arrears on Cancelling a Booking — Step 2, then open Contract Info → Cancel booking and review refund types on Step 4 (clip closes without confirming).

Walkthrough: triage pre-cancel arrears on Finance → Contract Values (In Debt filter), confirm Payment Plan and Communication on the booking, then open Cancel booking refund types on Contract Info (clip closes without confirming).

Wrong tenant on a booking

Pair with other Glossary hub sections

Wrong-tenant reassignment vocabulary pairs with Cancel Booking vs Delete Booking (duplicate import row → Delete, not Change tenant), Glossary — Archived booking ledger visibility, and Bookings & lifecycle cluster rows. Hub parity: Wrong tenant on a booking hub · Common Workflows — Wrong tenant on a booking · FAQ — Wrong tenant on a booking hub. Full pairing matrix: Glossary hub cross-reference.

When the reservation is valid but linked to the wrong tenant profile (duplicate email/NIF picker mistake, channel import matched the wrong person), use Change tenant on Contract Info — not Delete Booking or Cancel booking. Requires bookings.edit_items, Upcoming status, future check-in, no signed contract, and no paid + invoiced allocation blocking reassignment.

Question	Use	Notes
Wrong person on valid upcoming stay	Change tenant	Upcoming, future check-in, no signed contract
Entire row is duplicate import / test	Delete Booking	Cancel Booking vs Delete Booking
Real stay voided under policy	Cancel booking	Refund dialog — not profile reassignment

Surface	Use it for
Bookings — Contract Info	Change tenant swap icon on Tenant card — Upcoming only (`bookings-detail-change-tenant-control.png`)
Bookings — Change tenant modal	Searchable picker + audit warning before Reassign booking (`bookings-detail-change-tenant-modal.png`)
Tenants module	Tenant master-data edit does not reassign an existing reservation
Finance module	Paid + invoiced guard blocks reassignment — invoices stay on original tenant

Symptom	Likely wrong control	Fix
Need different tenant, booking otherwise correct	Delete Booking or editing tenant master data in place	Change tenant swap icon on Contract Info
Duplicate channel import for same dates	Change tenant	Delete Booking after Processing a New Booking — Step 1 duplicate check
Change tenant greyed out	Signed contract or check-in passed	Cannot reassign — see Bookings — Change tenant guards
Reassign booking rejected on confirm	Paid + invoiced allocation on booking	Expected — past invoices stay on original tenant for audit
Month-end used Delete when profile was wrong	Delete Booking on valid stay	Change tenant on Upcoming rows — Portfolio KPI review — Step 7
Alert row-click shows wrong Tenant card	Tenant master-data edit	Change tenant after Notification triage — Step 4
Utility overage on wrong guest booking	Edit tenant profile in Tenants	Change tenant while still Upcoming — Entering Monthly Utility Bills — Step 4

Common Workflows — Wrong tenant on a booking — Hub matrix (bookings-detail-change-tenant-control.png, bookings-detail-change-tenant-modal.png, bookings-detail-change-tenant-flow.mp4)
FAQ — Wrong tenant on a booking hub — Symptom table + per-guide/module mesh
Bookings — Change tenant — Eligibility guards, audit warning, and Reassign booking confirm
Common Workflows — Cancel Booking vs Delete Booking — Contrast duplicate import → Delete, not Change tenant
Processing a New Booking — Step 6 — Post-import profile verification
Processing a New Booking — Step 1 — Duplicate import check before Add booking
Bookings — Wrong tenant on a booking — Change tenant on Contract Info (Upcoming only)
Tenants — Wrong tenant on a booking — Profile directory vs reservation reassignment contrast
Finance — Wrong tenant on a booking — Paid + invoiced guard blocks reassignment — invoices stay on original tenant
Processing a New Booking — Wrong tenant on a booking — Change tenant on Step 6 — not Delete when row is valid
Handling a Late Payment — Wrong tenant on a booking — Change tenant before collections on Upcoming rows (Step 1)
Cancelling a Booking — Wrong tenant on a booking — Change tenant before cancel when stay is still Upcoming (Step 4)
Managing a Check-in — Wrong tenant on a booking — Pre-move-in profile check on Step 5 — not tenant master-data edit
Managing a Check-out — Wrong tenant on a booking — Prevention before check-in passes (Step 1)
Portfolio KPI review — Wrong tenant on a booking — Change tenant vs Delete during Step 7 sign-off
Manual block hygiene — Wrong tenant on a booking — Change tenant vs Delete on month-end reconciliation (Step 5)
Entering Monthly Utility Bills — Wrong tenant on a booking — Utility overage on wrong guest booking (Step 4)
Onboarding a New Property — Wrong tenant on a booking — First import profile check after go-live (Step 7)
Notification triage — Wrong tenant on a booking — Wrong Tenant card after alert row-click (Step 4)
Resetting a Management User Password — Wrong tenant on a booking — Catch-up mesh after Step 3 password recovery
Using in-app support — Wrong tenant on a booking — Bookings module ticket when guards block reassignment

Booking detail — Contract Info tenant card with Change tenant control (upcoming booking)

Change tenant modal — current tenant, searchable new tenant picker, and audit warning before Reassign booking

Walkthrough: open Change tenant, search for another tenant in the account, review the audit warning (demo cancels without reassigning).

Wrong tenant on a booking

Pair with other Glossary hub sections

Wrong-tenant reassignment vocabulary pairs with FAQ — Cancel Booking vs Delete Booking (duplicate import row → Delete, not Change tenant), Glossary — Archived booking ledger visibility, and Bookings & lifecycle cluster rows. Hub parity: Wrong tenant on a booking hub · Common Workflows — Wrong tenant on a booking · FAQ — Wrong tenant on a booking hub. Full pairing matrix: Glossary hub cross-reference.

Common Workflows — Wrong tenant on a booking — Hub matrix (bookings-detail-change-tenant-control.png, bookings-detail-change-tenant-modal.png, bookings-detail-change-tenant-flow.mp4)
Bookings module — Wrong tenant on a booking — Change tenant on Contract Info (Upcoming only)
Bookings — Change tenant — Eligibility guards, audit warning, and Reassign booking confirm
Common Workflows — Cancel Booking vs Delete Booking — Contrast duplicate import → Delete, not Change tenant (bookings-cancel-booking-modal-refund-types.png)
Cancel Booking vs Delete Booking — Glossary hub mesh for Cancel vs Delete (#1897 / #2076)
Processing a New Booking — Step 1 — Duplicate import check before Add booking
Processing a New Booking — Step 6 — Post-import profile verification
Processing a New Booking — Wrong tenant on a booking — Change tenant on Step 6 — not Delete when row is valid
Handling a Late Payment — Wrong tenant on a booking — Change tenant before collections on Upcoming rows (Step 1)
Cancelling a Booking — Wrong tenant on a booking — Change tenant before cancel when stay is still Upcoming (Step 4)
Managing a Check-in — Wrong tenant on a booking — Pre-move-in profile check on Step 5 — not tenant master-data edit
Managing a Check-out — Wrong tenant on a booking — Prevention before check-in passes (Step 1)
Portfolio KPI review — Wrong tenant on a booking — Change tenant vs Delete during Step 7 sign-off
Manual block hygiene — Wrong tenant on a booking — Change tenant vs Delete on month-end reconciliation (Step 5)
Entering Monthly Utility Bills — Wrong tenant on a booking — Utility overage on wrong guest booking (Step 4)
Onboarding a New Property — Wrong tenant on a booking — First import profile check after go-live (Step 7)
Notification triage — Wrong tenant on a booking — Wrong Tenant card after alert row-click (Step 4)
Resetting a Management User Password — Wrong tenant on a booking — Catch-up mesh after Step 3 password recovery
Using in-app support — Wrong tenant on a booking — Bookings module ticket when guards block reassignment
FAQ — Wrong tenant on a booking hub — Decision table and symptom rows
Glossary — Wrong tenant on a booking hub — Surface table + per-guide/module mesh reciprocal hub
FAQ — Wrong tenant on a booking — Per-guide hub mesh

Cancel Booking vs Delete Booking

Pair with other Glossary hub sections

Cancel-vs-delete vocabulary pairs with Wrong tenant on a booking (valid stay with wrong profile → Change tenant, not Delete), Glossary — Archived booking ledger visibility (Manual Transactions hidden after soft-archive — #1897), Cancellation collections before void (settlement before Cancel booking), and Bookings & lifecycle cluster rows. Hub parity: Cancel Booking vs Delete Booking hub · Common Workflows — Cancel Booking vs Delete Booking · FAQ — Cancel Booking vs Delete Booking hub. Full pairing matrix: Glossary hub cross-reference.

Cancel booking runs policy settlement and keeps the reservation in Canceled filters with full Finance → Transactions history. Delete Booking soft-archives mistaken or test rows and drops them from default Bookings lists — Manual Transactions hide on the ledger while System Transactions (vIBAN, credit card) stay (#1897). Clear provider platform in-payment before Delete on integration bookings (#2076).

Question	Use	Finance → Transactions after action
Real stay voided under policy	Cancel booking on Contract Info	All payment types stay visible — filter Canceled
Duplicate import or training row	Delete Booking (soft-archive)	Manual Transactions hidden; System Transactions stay (#1897)
Wrong person on valid upcoming stay	Change tenant — not this hub	Wrong tenant on a booking (`bookings-detail-change-tenant-modal.png`)
Whole building leaves pickers	Archive property — not this hub	Portfolio retirement decisions

Surface	Use it for
Bookings — Contract Info	Cancel booking refund dialog vs Delete Booking soft-archive on Check-in & Check-out (`bookings-cancel-booking-modal-refund-types.png`)
Bookings — Delete Booking (soft archive)	Mistaken/test rows — clear provider platform in-payment first (#2076)
Bookings list — Canceled tab	Voided stays still searchable after Cancel booking (`bookings-list-canceled-tab.png`)
Finance — Type summary cards	System vs Manual Transactions buckets affected by Delete (#1897) (`finance-transactions-type-summary-cards.png`)

Symptom	Likely wrong control	Fix
Need refund dialog and settlement history	Delete Booking	Cancel booking — Cancelling a Booking — Step 4
Manual receipts vanished from Finance	Delete Booking on reconciled stay	Expected #1897 — use Cancel when ledger history matters
Delete Booking blocked with toast	provider platform in-payment still present	Reject or assign first (#2076) — FAQ — Delete Booking on integration reservation
Need different tenant, not a duplicate row	Delete Booking on valid stay	Change tenant — Wrong tenant on a booking
Duplicate channel import on same dates	Cancel booking	Delete Booking on Processing a New Booking — Step 1
Month-end totals short after soft-archive cleanup	Cancel when Manual Transactions must stay visible	Portfolio KPI review — Step 7

Common Workflows — Cancel Booking vs Delete Booking — Hub matrix (bookings-cancel-booking-modal-refund-types.png, bookings-list-canceled-tab.png, finance-transactions-type-summary-cards.png, workflows-cancel-booking-refund-modal-flow.mp4)
FAQ — Cancel Booking vs Delete Booking hub — Decision table + per-guide/module mesh
Bookings — Delete Booking (soft archive) — Soft-archive control on Contract Info → Check-in & Check-out
Cancelling a Booking — Step 4 — Canonical Cancel booking with refund-type dialog
Wrong tenant on a booking — Valid stay with wrong profile → Change tenant, not Delete
Glossary — Archived booking ledger visibility — Manual Transactions hidden after Delete (#1897)
Cancellation collections before void — Pre-cancel rent/fee In Debt before Step 4
Processing a New Booking — Step 1 — Duplicate import → Delete Booking
Bookings — Cancel Booking vs Delete Booking — Contract Info → Check-in & Check-out controls
Finance — Cancel Booking vs Delete Booking — Delete hides Manual Transactions; Cancel keeps full ledger (#1897)
Tenants — Cancel Booking vs Delete Booking — Profile directory vs reservation soft-archive contrast
Processing a New Booking — Cancel Booking vs Delete Booking — Delete on duplicate Step 1 imports
Cancelling a Booking — Cancel Booking vs Delete Booking — Policy void on Step 4 — not Delete
Handling a Late Payment — Cancel Booking vs Delete Booking — Last-resort Cancel on Step 6 — not Delete when ledger history matters
Managing a Check-in — Cancel Booking vs Delete Booking — Delete mistaken Upcoming rows before key handover
Managing a Check-out — Cancel Booking vs Delete Booking — Leave Ended reconciled stays — not Delete on Step 7
Portfolio KPI review — Cancel Booking vs Delete Booking — Cancel when Manual Transactions must stay visible on Step 7
Manual block hygiene — Cancel Booking vs Delete Booking — Month-end ledger gaps after soft-archive on Step 5
Entering Monthly Utility Bills — Cancel Booking vs Delete Booking — Utility close when overage Manual Transactions matter
Onboarding a New Property — Cancel Booking vs Delete Booking — Go-live test imports after Step 7
Notification triage — Cancel Booking vs Delete Booking — Confirm scope on Step 4 before Cancel vs Delete
Resetting a Management User Password — Cancel Booking vs Delete Booking — Catch-up mesh after Step 3 password recovery
Using in-app support — Cancel Booking vs Delete Booking — Bookings module ticket when Delete guard or ledger defect (#2076 / #1897)

Bookings — Cancel booking dialog with full refund, no refund, and partial refund options

Bookings list — Canceled tab showing voided reservations still searchable in the directory

Finance Transactions — type summary cards showing System vs Manual Transactions buckets affected by soft-archive

Walkthrough: Contract Info → Cancel booking → review refund types (contrast with Delete Booking, which has no refund dialog).

Cancel Booking vs Delete Booking

Pair with other Glossary hub sections

Common Workflows — Cancel Booking vs Delete Booking — Hub matrix (bookings-cancel-booking-modal-refund-types.png, bookings-list-canceled-tab.png, finance-transactions-type-summary-cards.png, workflows-cancel-booking-refund-modal-flow.mp4)
Bookings module — Cancel Booking vs Delete Booking — Contract Info → Check-in & Check-out controls
Bookings — Delete Booking (soft archive) — Mistaken/test rows — clear provider platform in-payment first (#2076)
Cancelling a Booking — Step 4 — Canonical Cancel booking with refund-type dialog
Wrong tenant on a booking — Valid stay with wrong profile → Change tenant, not Delete (bookings-detail-change-tenant-modal.png)
Glossary — Archived booking ledger visibility — Manual Transactions hidden after Delete (#1897)
Cancellation collections before void — Pre-cancel rent/fee In Debt before Step 4
Processing a New Booking — Step 1 — Duplicate import → Delete Booking
Processing a New Booking — Cancel Booking vs Delete Booking — Delete on duplicate Step 1 imports
Cancelling a Booking — Cancel Booking vs Delete Booking — Policy void on Step 4 — not Delete
Handling a Late Payment — Cancel Booking vs Delete Booking — Last-resort Cancel on Step 6 — not Delete when ledger history matters
Managing a Check-in — Cancel Booking vs Delete Booking — Delete mistaken Upcoming rows before key handover
Managing a Check-out — Cancel Booking vs Delete Booking — Leave Ended reconciled stays — not Delete on Step 7
Portfolio KPI review — Cancel Booking vs Delete Booking — Cancel when Manual Transactions must stay visible on Step 7
Manual block hygiene — Cancel Booking vs Delete Booking — Month-end ledger gaps after soft-archive on Step 5
Entering Monthly Utility Bills — Cancel Booking vs Delete Booking — Utility close when overage Manual Transactions matter
Onboarding a New Property — Cancel Booking vs Delete Booking — Go-live test imports after Step 7
Notification triage — Cancel Booking vs Delete Booking — Confirm scope on Step 4 before Cancel vs Delete
Resetting a Management User Password — Cancel Booking vs Delete Booking — Catch-up mesh after Step 3 password recovery
Using in-app support — Cancel Booking vs Delete Booking — Bookings module ticket when Delete guard or ledger defect (#2076 / #1897)
Portfolio retirement decisions — Three-way Archive property vs Cancel booking vs Delete Booking scope table
Provider platform Delete Booking guard — Clear provider platform in-payment before Delete (#2076)
FAQ — Cancel Booking vs Delete Booking hub — Decision table and symptom rows
Glossary — Cancel Booking vs Delete Booking hub — Surface table + per-guide/module mesh reciprocal hub
FAQ — Manual payments after Delete Booking — Manual Transactions vanish after soft-archive (#1897)
FAQ — Delete Booking on integration reservation — provider platform guard (#2076)
Archived booking ledger visibility — System vs Manual Transactions after Delete (#1897)

Check-out vs cancellation

Pair with other Glossary hub sections

Lifecycle-exit vocabulary pairs with Cancel Booking vs Delete Booking (mistaken row → Delete Booking, not policy void), Cancellation collections before void (pre-cancel rent arrears on Canceled path), Check-out collections before refund (departure-week arrears on Ended path), Glossary — Deposit lifecycle status, and Bookings & lifecycle cluster rows. Hub parity: Check-out vs cancellation hub · Common Workflows — Check-out vs cancellation · FAQ — Check-out vs cancellation. Full pairing matrix: Glossary hub cross-reference.

When a stay ends, pick Managing a Check-out for completed occupancy that should reach Ended status — or Cancelling a Booking when the reservation is voided under your cancellation policy and should appear in Canceled filters. Neither replaces Delete Booking for mistaken or test rows.

Question	Cancellation workflow	Check-out workflow
Tenant backs out before arrival (Upcoming)	Cancelling a Booking — Steps 1–4	Not Step 1 — guest never moved in
Mid-stay early termination (Ongoing)	Step 4 refund-type dialog	Step 3 inspection + Step 5 when stay completes normally
Need Canceled filter + full ledger history	Step 4 — `bookings-list-canceled-tab.png`	Ended status — Step 7
Mistaken Add booking / training duplicate	Delete Booking — Cancel Booking vs Delete Booking	Not cancellation or check-out
Last-resort collections failed	Handling a Late Payment — Step 6 → cancel	Step 6 collections before refund

Surface	Use it for
Bookings — Contract Info	Cancel booking refund dialog vs Ended closure on completed stays (`bookings-cancel-booking-modal-refund-types.png`)
Bookings list — Canceled tab	Voided stays still searchable after Cancel booking (`bookings-list-canceled-tab.png`)
Bookings — Deposit tab	Ready To Refund on departure-week Ended path (`bookings-detail-deposit-tab-ready-to-refund-toggle.png`)
Finance → Deposits	Refund queue on both lifecycle exits — deposit settlement steps overlap

Symptom	Likely wrong path	Fix
Guest never moved in but operator ran check-out flow	Managing a Check-out Ended	Cancelling a Booking — Step 4 → Canceled filter
Mid-stay policy void but operator used Ended	Step 7 on voided stay	Cancelling a Booking — Step 4
Completed stay but Cancel booking was used	Canceled filter + refund dialog	Managing a Check-out — Step 7 — Ended status
Ready To Refund blocked on policy void	Check-out collections before refund mesh	Cancellation collections before void — Step 2 before Step 4
Utility overage on Canceled stay	Managing a Check-out — Step 6	Entering Monthly Utility Bills — Step 4

Common Workflows — Check-out vs cancellation — Hub matrix: Ended vs Canceled (check-out-vs-cancellation-ended-closure-flow.mp4, workflows-cancel-booking-refund-modal-flow.mp4, bookings-cancel-booking-modal-refund-types.png, bookings-list-canceled-tab.png, bookings-detail-deposit-tab-ready-to-refund-toggle.png)
FAQ — Check-out vs cancellation — Symptom table + per-guide/module mesh
Managing a Check-out — Step 7 — Normal completed stay → Ended
Cancelling a Booking — Step 4 — Policy void with refund dialog → Canceled
Cancel Booking vs Delete Booking — Mistaken row → Delete Booking, not lifecycle exit
Cancellation collections before void — Pre-cancel rent arrears on Canceled path
Check-out collections before refund — Departure-week arrears on Ended path
Glossary — Deposit lifecycle status — Ready to Refund on both paths
Bookings — Check-out vs cancellation — Cancel booking modal, Canceled / Ended filters
Finance — Check-out vs cancellation — Deposits refund queue on both paths
Dashboard — Check-out vs cancellation — Total debt KPI before lifecycle routing
Operations — Check-out vs cancellation — Turnover-week exit routing
Notifications — Check-out vs cancellation — Alert row-click before exit workflow
Processing a New Booking — Check-out vs cancellation — Upcoming policy void vs departure planning
Managing a Check-in — Check-out vs cancellation — Guest never arrived → Cancel, not check-out
Managing a Check-out — Check-out vs cancellation — Canonical Ended closure on Step 7
Cancelling a Booking — Check-out vs cancellation — Canonical Canceled void on Step 4
Handling a Late Payment — Check-out vs cancellation — Last-resort Cancel on Step 6 vs departure collections
Portfolio KPI review — Check-out vs cancellation — Month-end lifecycle exit sign-off
Notification triage — Check-out vs cancellation — Alert row-click before exit routing
Using in-app support — Check-out vs cancellation — Self-serve triage before filing

Bookings — Cancel booking modal with Full refund, No refund, and Partial refund options

Bookings list — Canceled tab showing voided stays with full ledger history

Bookings — Deposit tab with Ready To Refund toggle enabled before the external bank transfer

Walkthrough: open Cancel booking, review refund types (example closes without confirming) — contrast with Ended closure on a completed stay per Managing a Check-out — Step 7.

Walkthrough: Bookings → Ended (completed stay) vs Cancelled (policy void) — status filters that distinguish Step 7 from Step 4.

Check-out vs cancellation

Pair with other Glossary hub sections

Lifecycle-exit vocabulary pairs with Cancel Booking vs Delete Booking, Cancellation collections before void, Check-out collections before refund, and Bookings & lifecycle cluster rows. Hub parity: Check-out vs cancellation hub · Common Workflows — Check-out vs cancellation · FAQ — Check-out vs cancellation. Full pairing matrix: Glossary hub cross-reference.

Completed occupancy → Ended (Managing a Check-out — Step 7) vs policy void → Canceled (Cancelling a Booking — Step 4) — distinct from Cancel Booking vs Delete Booking (mistaken row cleanup). Full hub: Check-out vs cancellation hub.

Common Workflows — Check-out vs cancellation — Hub matrix (workflows-cancel-booking-refund-modal-flow.mp4, bookings-cancel-booking-modal-refund-types.png, bookings-list-canceled-tab.png, bookings-detail-deposit-tab-ready-to-refund-toggle.png)
Managing a Check-out — Step 7 — Normal completed stay
Cancelling a Booking — Step 4 — Policy void with refund dialog
Cancel Booking vs Delete Booking — Real void vs mistaken row
Cancellation collections before void — Pre-cancel rent arrears
Check-out collections before refund — Departure-week arrears
Glossary — Check-out vs cancellation hub — Surface table + per-guide/module mesh reciprocal hub
FAQ — Check-out vs cancellation — Symptom table + per-guide mesh

Portfolio retirement decisions

Pair with other Glossary hub sections

Portfolio-retirement vocabulary pairs with Cancel Booking vs Delete Booking (reservation void vs soft-archive — #1897 / #2076), Glossary — Archived property (building-level Archive), Glossary — Archived booking ledger visibility (Manual Transactions hidden after Delete), and Bookings & lifecycle cluster rows. Hub parity: Portfolio retirement decisions hub · Common Workflows — Portfolio retirement decisions · FAQ — Portfolio retirement decisions hub. Full pairing matrix: Glossary hub cross-reference.

Three controls retire inventory at different scopes — pick the one that matches your goal before you Archive property, Cancel booking, or Delete Booking:

Goal	Control	Scope	List visibility	Finance → Transactions
Sunset a whole building	Archive property	Building	Listings → Archived tab; hidden from default pickers	All booking history and payment rows stay visible
Void a real stay under policy	Cancel booking	One reservation	Canceled filter / status	All payment types stay visible
Remove mistaken/test reservation	Delete Booking	One reservation	Drops from default Bookings lists (soft-archive)	System Transactions (vIBAN, credit card) stay; Manual Transactions hidden (#1897)

Surface	Use it for
Listings — Archived properties	Building Archive / Unarchive on property edit sidebar (`listings-archived-populated-table.png`, `listings-archived-unarchive-sidebar.png`)
Bookings — Cancel Booking vs Delete Booking	Reservation void vs soft-archive on Contract Info → Check-in & Check-out (`bookings-cancel-booking-modal-refund-types.png`)
Finance — Type summary cards	System vs Manual Transactions buckets affected by Delete (#1897) (`finance-transactions-type-summary-cards.png`)
Common Workflows — Archive property (building-level)	Building sunsetting after holds and departures are cleared

Symptom	Likely wrong control	Fix
Need full ledger for a voided real stay	Delete Booking	Use Cancel booking — Cancelling a Booking — Step 4
Manual receipts vanished after cleanup	Delete Booking on a stay you still reconcile	Expected #1897 — use Cancel when you need manual rows; see FAQ — Manual payments after Delete Booking
Building should leave pickers but history stays	Delete Booking on every reservation	Archive property on Listings → Portfolio — FAQ — Archive a property
Delete Booking blocked on OTA import	Pending provider platform in-payment	Reject or assign first (#2076) — FAQ — Delete Booking on integration reservation
Reservation void needed but used Delete	No refund dialog on soft-archive	Cancel booking — Cancel Booking vs Delete Booking
Building sunsetting via many Delete actions	Reservations gone but building still in pickers	Archive property — not per-reservation Delete

Common Workflows — Portfolio retirement decisions — Hub matrix (listings-archived-populated-table.png, listings-archived-unarchive-sidebar.png, bookings-cancel-booking-modal-refund-types.png, finance-transactions-type-summary-cards.png)
FAQ — Portfolio retirement decisions hub — Three-way decision table + per-guide/module mesh
Common Workflows — Archive property (building-level) — Building sunsetting steps on Listings → Portfolio
Listings module — Archived properties — Archive / Unarchive on property edit sidebar
Glossary — Archived property — Building removed from active Portfolio tab
Cancel Booking vs Delete Booking — Reservation void vs cleanup — not building Archive (workflows-cancel-booking-refund-modal-flow.mp4)
Glossary — Archived booking ledger visibility — Manual Transactions hidden after Delete Booking (#1897)
Provider platform Delete Booking guard — Clear in-payment before Delete (#2076)
FAQ — Archive a property — Step-by-step Archive / Unarchive
Listings — Portfolio retirement decisions — Building Archive on Portfolio tab
Bookings — Portfolio retirement decisions — Delete Booking vs Cancel booking on reservation card
Finance — Portfolio retirement decisions — Ledger visibility after Delete vs building Archive
Manual block hygiene — Portfolio retirement decisions — Clear holds before building Archive on Step 5
Portfolio KPI review — Portfolio retirement decisions — Step 7 sunsetting and ledger gaps after cleanup
Cancelling a Booking — Portfolio retirement decisions — Cancel booking for real voids — not Delete
Managing a Check-out — Portfolio retirement decisions — Last departure before building Archive on Step 7
Onboarding a New Property — Portfolio retirement decisions — Accidental Archive during go-live → Unarchive
Processing a New Booking — Portfolio retirement decisions — Duplicate import → Delete Booking, not building Archive
Entering Monthly Utility Bills — Portfolio retirement decisions — Finish utility close before building sunsetting
Handling a Late Payment — Portfolio retirement decisions — Cancel booking on Step 6 for real arrears — not Delete
Managing a Check-in — Portfolio retirement decisions — Finish Upcoming departures before Archive property
Notification triage — Portfolio retirement decisions — Confirm scope on Step 4 before Cancel vs Delete vs Archive
Resetting a Management User Password — Portfolio retirement decisions — Lockout-delayed retirement catch-up after Step 3
Using in-app support — Portfolio retirement decisions — Listings or Bookings module ticket when guards fail

Listings — Archived tab with populated property cards and Archived badge count

Listings — Archived property edit sidebar with Unarchive in the danger zone

Bookings — Cancel booking dialog with full refund, no refund, and partial refund options

Finance Transactions — type summary cards showing System vs Manual Transactions buckets affected by soft-archive

Walkthrough: Listings → Portfolio property edit Archive (building scope) → Listings → Archived tab → Bookings → Upcoming Cancel booking refund dialog vs Delete Booking confirm (clip closes without confirming any action).

Portfolio retirement decisions

Pair with other Glossary hub sections

Common Workflows — Portfolio retirement decisions — Hub matrix (listings-archived-populated-table.png, listings-archived-unarchive-sidebar.png, bookings-cancel-booking-modal-refund-types.png, finance-transactions-type-summary-cards.png)
Common Workflows — Archive property (building-level) — Building sunsetting steps on Listings → Portfolio
Listings module — Archived properties — Archive / Unarchive on property edit sidebar
Glossary — Archived property — Building removed from active Portfolio tab
Cancel Booking vs Delete Booking — Reservation void vs cleanup — not building Archive (workflows-cancel-booking-refund-modal-flow.mp4)
Glossary — Archived booking ledger visibility — Manual Transactions hidden after Delete Booking (#1897)
Manual block hygiene — Portfolio retirement decisions — Clear holds before building Archive on Step 5
Portfolio KPI review — Portfolio retirement decisions — Step 7 sunsetting and ledger gaps after cleanup
Cancelling a Booking — Portfolio retirement decisions — Cancel booking for real voids — not Delete
Managing a Check-out — Portfolio retirement decisions — Last departure before building Archive on Step 7
Onboarding a New Property — Portfolio retirement decisions — Accidental Archive during go-live → Unarchive
Processing a New Booking — Portfolio retirement decisions — Duplicate import → Delete Booking, not building Archive
Entering Monthly Utility Bills — Portfolio retirement decisions — Finish utility close before building sunsetting
Handling a Late Payment — Portfolio retirement decisions — Cancel booking on Step 6 for real arrears — not Delete
Managing a Check-in — Portfolio retirement decisions — Finish Upcoming departures before Archive property
Notification triage — Portfolio retirement decisions — Confirm scope on Step 4 before Cancel vs Delete vs Archive
Resetting a Management User Password — Portfolio retirement decisions — Lockout-delayed retirement catch-up after Step 3
Using in-app support — Portfolio retirement decisions — Listings or Bookings module ticket when guards fail
FAQ — Portfolio retirement decisions hub — Three-way decision table and symptom rows
Glossary — Portfolio retirement decisions hub — Surface table + per-guide/module mesh reciprocal hub
FAQ — Archive a property — Step-by-step Archive / Unarchive
FAQ — Manual payments after Delete Booking — Ledger gaps after soft-archive (#1897)
FAQ — Delete Booking on integration reservation — provider platform guard before Delete (#2076)
Provider platform Delete Booking guard hub — Integration Delete guard surface table (bookings-provider-platform-reject-delete-flow.mp4)
Archived booking ledger visibility — Manual Transactions hidden after Delete Booking (#1897)

Provider platform Delete Booking guard

Pair with other Glossary hub sections

Provider-platform Delete guard vocabulary pairs with Cancel Booking vs Delete Booking (when Delete is appropriate vs Cancel booking — #1897), Portfolio retirement decisions (building Archive does not clear in-payment), Glossary — Archived booking ledger visibility (Manual Transactions after soft-archive), and Bookings & lifecycle cluster rows. Hub parity: Provider platform Delete Booking guard hub · Common Workflows — Provider platform Delete Booking guard · FAQ — Delete Booking on integration reservation hub. Full pairing matrix: Glossary hub cross-reference.

Integration reservations with a non-rejected provider platform in-payment cannot be soft-archived until that row is Rejected or assigned (#2076). Open booking Transactions or Finance → Transactions, clear the in-payment, then retry Delete Booking on Contract Info → Check-in & Check-out.

Surface	Use it for
Bookings — Provider platform payment	Read-only Provider platform payment field on integration bookings (`bookings-detail-provider-platform-payment-field.png`)
Bookings — Delete Booking (soft archive)	Soft-archive control on Contract Info → Check-in & Check-out — blocked until in-payment cleared (#2076)
Finance — Row actions on in-payment rows	Reject pending provider platform rows — Delete payment stays disabled on this rail (#2076)
Finance — Assign a payment to another booking	Move in-payment to another reservation when invoicing rules allow — alternative to Reject

Symptom	Likely wrong control	Fix
Delete Booking blocked with toast	provider platform in-payment still present	Reject or assign on booking Transactions / Finance → Transactions — then retry Delete Booking
Tried Delete payment on provider-platform row	Ledger rail does not support delete	Reject or assign — see Bookings — Provider platform payment
Real void needs full ledger history	Delete Booking on integration stay	Cancel booking — Cancelling a Booking — Step 4
Month-end ledger gaps after Delete	Soft-archive on reconciled stay	Use Cancel when Manual Transactions must stay — Archived booking ledger visibility (#1897)
Duplicate channel import on same dates	Delete before clearing in-payment	Processing a New Booking — Step 1 — Reject first (#2076)
Test Upcoming row before key handover	Delete blocked on integration import	Managing a Check-in — Step 1 — clear in-payment then Delete
Go-live test booking on new inventory	Delete blocked after Step 7	Onboarding a New Property — Provider platform Delete Booking guard
Alert row-click — Delete on integration import	Pending provider platform in-payment	Notification triage — Step 4 — Reject before Delete
Lockout catch-up duplicate imports	Delete blocked during Step 3 catch-up	Resetting a Management User Password — Provider platform Delete Booking guard
Guard persists after correct Reject / assign	Product defect	Using in-app support — Provider platform Delete Booking guard — module Bookings ticket

Common Workflows — Provider platform Delete Booking guard — Hub matrix (bookings-detail-provider-platform-payment-field.png, bookings-detail-delete-booking-provider-platform-error-toast.png, bookings-provider-platform-reject-delete-flow.mp4)
FAQ — Delete Booking on integration reservation hub — Symptom table + per-guide/module mesh
Bookings — Provider platform payment — Read-only field on integration bookings
Bookings — Delete Booking (soft archive) — Retry after in-payment cleared
Cancel Booking vs Delete Booking — When Delete is appropriate vs policy Cancel (#1897)
Portfolio retirement decisions — Building Archive does not replace clearing in-payment before Delete
Glossary — Archived booking ledger visibility — Manual Transactions hidden after Delete (#1897)
Bookings — Provider platform Delete Booking guard — Contract Info guard toast and Transactions Reject path
Finance — Provider platform Delete Booking guard — Reject / assign on Finance → Transactions before soft-archive
Processing a New Booking — Provider platform Delete Booking guard — Duplicate OTA imports on Step 1 (#2076)
Cancelling a Booking — Provider platform Delete Booking guard — Uses Cancel booking — not Delete
Managing a Check-in — Provider platform Delete Booking guard — Delete mistaken Upcoming rows after clearing guard
Managing a Check-out — Provider platform Delete Booking guard — Leave Ended reconciled stays — not Delete on Step 7
Handling a Late Payment — Provider platform Delete Booking guard — Cancel booking on Step 6 for real arrears — not Delete
Entering Monthly Utility Bills — Provider platform Delete Booking guard — Utility close when overage Manual Transactions matter
Portfolio KPI review — Provider platform Delete Booking guard — Month-end ledger gaps after soft-archive (#1897)
Manual block hygiene — Provider platform Delete Booking guard — Reconciliation when Manual Transactions matter
Onboarding a New Property — Provider platform Delete Booking guard — Go-live test imports after Step 7
Notification triage — Provider platform Delete Booking guard — Confirm scope before Delete on integration imports
Resetting a Management User Password — Provider platform Delete Booking guard — Lockout catch-up cleanup (#2076)
Using in-app support — Provider platform Delete Booking guard — Bookings module ticket when guard persists

Booking detail — Delete Booking blocked while provider platform payment is present

Walkthrough: open booking Transactions, Reject the provider platform in-payment, then retry Delete Booking on Contract Info.

Provider platform Delete Booking guard

Pair with other Glossary hub sections

Provider-platform Delete guard vocabulary pairs with Cancel Booking vs Delete Booking (when Delete is appropriate vs Cancel booking — #1897), Portfolio retirement decisions (three-way scope — building Archive does not clear in-payment), Glossary — Archived booking ledger visibility (Manual Transactions after soft-archive), and Bookings & lifecycle cluster rows. Hub parity: Provider platform Delete Booking guard hub · Common Workflows — Provider platform Delete Booking guard · FAQ — Delete Booking on integration reservation hub. Full pairing matrix: Glossary hub cross-reference.

FAQ — Delete Booking on integration reservation — Hub matrix (bookings-detail-provider-platform-payment-field.png, bookings-detail-delete-booking-provider-platform-error-toast.png, bookings-provider-platform-reject-delete-flow.mp4)
Glossary — Provider platform Delete Booking guard hub — Surface table + per-guide/module mesh reciprocal hub
Bookings — Provider platform payment — Provider platform field on booking Transactions
Bookings — Delete Booking (soft archive) — Soft-archive control on Contract Info → Check-in & Check-out
Cancel Booking vs Delete Booking — When Delete is appropriate vs policy Cancel (#1897)
Portfolio retirement decisions — Building Archive does not replace clearing in-payment before Delete
Glossary — Archived booking ledger visibility — Manual Transactions hidden after Delete (#1897)
Processing a New Booking — Step 1 — Duplicate OTA import → Delete after clearing in-payment
Processing a New Booking — Provider platform Delete Booking guard — Per-guide mesh on duplicate Step 1 imports (#2076)
Processing a New Booking — Cancel Booking vs Delete Booking — Delete on duplicate Step 1 imports (#2076)
Cancelling a Booking — Provider platform Delete Booking guard — Uses Cancel booking — not Delete
Cancelling a Booking — Cancel Booking vs Delete Booking — Uses Cancel booking — not Delete
Managing a Check-in — Provider platform Delete Booking guard — Delete mistaken Upcoming rows after clearing guard
Managing a Check-in — Cancel Booking vs Delete Booking — Delete mistaken Upcoming rows after clearing guard
Managing a Check-out — Provider platform Delete Booking guard — Leave Ended reconciled stays — not Delete on Step 7
Portfolio KPI review — Provider platform Delete Booking guard — Month-end ledger gaps after soft-archive (#1897)
Portfolio KPI review — Cancel Booking vs Delete Booking — Month-end ledger gaps after soft-archive (#1897)
Manual block hygiene — Provider platform Delete Booking guard — Reconciliation when Manual Transactions matter
Manual block hygiene — Cancel Booking vs Delete Booking — Reconciliation when Manual Transactions matter
Onboarding a New Property — Provider platform Delete Booking guard — Go-live test imports after Step 7
Onboarding a New Property — Cancel Booking vs Delete Booking — Go-live test imports after Step 7
Notification triage — Provider platform Delete Booking guard — Confirm scope before Delete on integration imports
Notification triage — Cancel Booking vs Delete Booking — Confirm scope before Delete on integration imports
Resetting a Management User Password — Provider platform Delete Booking guard — Lockout catch-up cleanup (#2076)
Resetting a Management User Password — Cancel Booking vs Delete Booking — Lockout catch-up cleanup (#2076)
Using in-app support — Provider platform Delete Booking guard — Bookings module ticket when guard persists
Using in-app support — Cancel Booking vs Delete Booking — Bookings module ticket when guard persists
Handling a Late Payment — Provider platform Delete Booking guard — Cancel booking on Step 6 for real arrears — not Delete
Entering Monthly Utility Bills — Provider platform Delete Booking guard — Utility close when overage Manual Transactions matter
FAQ — Cancel Booking vs Delete Booking hub — Decision table (#1897 / #2076)
FAQ — Portfolio retirement decisions hub — Three-way scope table
FAQ — Manual payments after Delete Booking — Ledger visibility after soft-archive (#1897)

Archived booking ledger visibility

Pair with other Glossary hub sections

Archived-ledger visibility vocabulary pairs with Cancel Booking vs Delete Booking (use Cancel when Manual Transactions must stay — #1897), Portfolio retirement decisions (Delete ledger gaps during building sunsetting), Provider platform Delete Booking guard (clear in-payment before Delete — #2076), and Financial & payments cluster rows. Hub parity: Archived booking ledger visibility hub · Common Workflows — Archived booking ledger visibility · FAQ — Manual payments after Delete Booking hub. Full pairing matrix: Glossary hub cross-reference.

Delete Booking soft-archives the reservation. On Finance → Transactions, Manual Transactions rows tied to that booking — transfer, cash, deposit refund, provider platform, and similar operator-recorded types — are hidden so test or mistaken stays do not clutter the portfolio ledger (#1897). System Transactions (vIBAN, credit card) stay visible for bank/card reconciliation. Canceled bookings that are not archived keep every transaction type visible.

Surface	Use it for
Finance — Type summary cards	System vs Manual Transactions buckets on the ledger (`finance-transactions-type-summary-cards.png`)
Finance — Archived bookings on the ledger	Visibility table after soft-archive — which rails stay vs hide (#1897)
Bookings — Delete Booking (soft archive)	Soft-archive control on Contract Info → Check-in & Check-out
Bookings list — Canceled tab	Cancel booking keeps voided stays searchable with full ledger — contrast with Delete

Symptom	Likely wrong control	Fix
Manual receipts vanished after cleanup	Delete Booking on reconciled stay	Use Cancel when Manual Transactions must stay — Cancel Booking vs Delete Booking (#1897)
Month-end totals short after training-row cleanup	Delete Booking on stays you still reconcile	Portfolio KPI review — Step 7 — use Cancel when history matters
Need full ledger for voided real stay	Delete Booking	Cancel booking — Cancelling a Booking — Step 4
vIBAN / credit card rows still visible	Expected — not a sync bug	System Transactions stay for reconciliation (#1897)
Building sunsetting ledger gaps	Per-reservation Delete vs Archive	Portfolio retirement decisions — Archive property keeps all ledger rows
Duplicate import cleanup on Step 1	Delete hides manual rows afterward	Processing a New Booking — Step 1 — expected for test rows (#1897)
Collections escalation needs policy void	Delete Booking on real arrears	Cancel booking on Step 6 when manual receipts matter
Utility close missing overage manual rows	Delete on reconciled stay	Entering Monthly Utility Bills — Step 5 — use Cancel when history matters (#1897)
Reconciled Ended departure	Delete Booking when manual receipts needed	Leave Ended or Cancel — Managing a Check-out — Step 7
Test Upcoming row before key handover	Delete hides manual rows afterward	Managing a Check-in — Step 1 — expected for mistaken rows (#1897)
Lockout catch-up cleanup used Delete	Ledger gaps after soft-archive	Resetting a Management User Password — Step 3 — prefer Cancel when history matters
Ledger rows vanish unexpectedly	Product confusion vs expected #1897	Using in-app support — Archived booking ledger visibility — module Bookings when behaviour differs

Common Workflows — Archived booking ledger visibility — Hub matrix (finance-transactions-type-summary-cards.png)
FAQ — Manual payments after Delete Booking hub — Symptom table + per-guide/module mesh
Finance — Archived bookings on the ledger — System vs Manual Transactions after soft-archive
Finance — Type summary cards — Bucket cards on Finance → Transactions
Bookings — Delete Booking (soft archive) — Soft-archive control on Contract Info → Check-in & Check-out
Cancel Booking vs Delete Booking — Use Cancel when full ledger history matters (#1897)
Portfolio retirement decisions — Delete on reconciled stays leaves ledger gaps
Provider platform Delete Booking guard — Clear provider platform in-payment before Delete (#2076)
Bookings — Archived booking ledger visibility — Delete hides Manual Transactions; Cancel keeps full ledger (#1897)
Finance — Archived booking ledger visibility — Month-end sign-off when rows seem missing after soft-archive
Processing a New Booking — Archived booking ledger visibility — Delete on duplicate Step 1 imports (#1897)
Cancelling a Booking — Archived booking ledger visibility — Uses Cancel booking — not Delete
Managing a Check-in — Archived booking ledger visibility — Delete mistaken Upcoming rows — manual rows hide afterward
Managing a Check-out — Archived booking ledger visibility — Leave Ended reconciled stays — not Delete on Step 7
Handling a Late Payment — Archived booking ledger visibility — Cancel booking on Step 6 when ledger history matters
Entering Monthly Utility Bills — Archived booking ledger visibility — Utility close when overage Manual Transactions matter
Portfolio KPI review — Archived booking ledger visibility — Month-end ledger gaps after soft-archive on Step 7
Manual block hygiene — Archived booking ledger visibility — Reconciliation when Manual Transactions matter on Step 5
Onboarding a New Property — Archived booking ledger visibility — Go-live test imports after Step 7
Notification triage — Archived booking ledger visibility — Confirm scope before Delete on integration imports
Resetting a Management User Password — Archived booking ledger visibility — Lockout catch-up cleanup (#1897)
Using in-app support — Archived booking ledger visibility — Bookings module ticket when ledger rows vanish unexpectedly

Finance Transactions — type summary cards showing System Transactions (Virtual Iban, Credit Card) vs Manual Transactions (Transfer, Cash, Deposit Refund, Platform)

Finance Transactions — soft-archived booking still listing Virtual Iban rows after Delete Booking; Manual Transactions for that reservation are hidden (#1897)

Walkthrough: Finance → Transactions manual transfer row → booking Transactions tab → Delete Booking → manual row disappears from the portfolio ledger while System Transactions (Virtual Iban) stay for reconciliation (#1897).

Archived booking ledger visibility

Pair with other Glossary hub sections

Glossary — Archived booking ledger visibility hub — Surface table + per-guide/module mesh reciprocal hub
FAQ — Manual payments after Delete Booking — Hub matrix (finance-transactions-type-summary-cards.png)
Common Workflows — Archived booking ledger visibility — Symptom table + per-guide mesh (#1897)
Finance — Archived bookings on the ledger — System vs Manual Transactions after soft-archive
Finance — Type summary cards — Bucket cards on Finance → Transactions
Bookings — Delete Booking (soft archive) — Soft-archive control on Contract Info → Check-in & Check-out
Cancel Booking vs Delete Booking — Use Cancel when full ledger history matters (#1897)
Portfolio retirement decisions — Delete on reconciled stays leaves ledger gaps
Provider platform Delete Booking guard — Clear provider platform in-payment before Delete (#2076)
Portfolio KPI review — Step 7 — Month-end reconciliation when rows seem missing
Portfolio KPI review — Archived booking ledger visibility — Per-guide mesh on Step 7 ledger gaps (#1897)
Portfolio KPI review — Cancel Booking vs Delete Booking — Ledger gaps after soft-archive on Step 7 (#1897)
Manual block hygiene — Archived booking ledger visibility — Reconciliation when Manual Transactions matter on Step 5
Manual block hygiene — Cancel Booking vs Delete Booking — Reconciliation when Manual Transactions matter
Cancelling a Booking — Archived booking ledger visibility — Uses Cancel booking — not Delete
Cancelling a Booking — Cancel Booking vs Delete Booking — Uses Cancel booking — not Delete
Managing a Check-out — Archived booking ledger visibility — Leave Ended reconciled stays — not Delete on Step 7
Managing a Check-out — Cancel Booking vs Delete Booking — Leave Ended reconciled stays — not Delete on Step 7
Handling a Late Payment — Archived booking ledger visibility — Cancel booking on Step 6 when ledger history matters
Handling a Late Payment — Cancel Booking vs Delete Booking — Cancel booking on Step 6 when ledger history matters
Entering Monthly Utility Bills — Archived booking ledger visibility — Utility close when overage Manual Transactions matter
Entering Monthly Utility Bills — Cancel Booking vs Delete Booking — Utility close when overage Manual Transactions matter
Processing a New Booking — Archived booking ledger visibility — Delete on duplicate Step 1 imports (#1897)
Processing a New Booking — Cancel Booking vs Delete Booking — Delete on duplicate Step 1 imports (#2076)
Onboarding a New Property — Archived booking ledger visibility — Go-live test imports after Step 7
Onboarding a New Property — Cancel Booking vs Delete Booking — Go-live test imports after Step 7
Managing a Check-in — Archived booking ledger visibility — Delete mistaken Upcoming rows after clearing guard
Managing a Check-in — Cancel Booking vs Delete Booking — Delete mistaken Upcoming rows after clearing guard
Notification triage — Archived booking ledger visibility — Confirm scope before Delete on integration imports
Notification triage — Cancel Booking vs Delete Booking — Confirm scope before Delete on integration imports
Resetting a Management User Password — Archived booking ledger visibility — Lockout catch-up cleanup (#1897)
Resetting a Management User Password — Cancel Booking vs Delete Booking — Lockout catch-up cleanup (#2076)
Using in-app support — Archived booking ledger visibility — Bookings module ticket when ledger rows vanish unexpectedly
Using in-app support — Cancel Booking vs Delete Booking — Bookings module ticket when ledger rows vanish unexpectedly
FAQ — Cancel Booking vs Delete Booking hub — Decision table (#1897 / #2076)
FAQ — Portfolio retirement decisions hub — Three-way scope table
FAQ — Delete Booking on integration reservation — provider platform guard before Delete (#2076)

Archive property (building-level)

Pair with other Glossary hub sections

Building Archive vocabulary pairs with Portfolio retirement decisions (three-way Archive vs Cancel vs Delete), Glossary — Archived property (letter definition), Glossary — Archived booking ledger visibility (Delete hides manual rows — building Archive does not), and Listings & portfolio cluster rows. Hub parity: Archive property (building-level) hub · Common Workflows — Archive property (building-level) · FAQ — Archive a property. Full pairing matrix: Glossary hub cross-reference.

When a whole building leaves the portfolio for good, retire it from active pickers without deleting booking or finance history — distinct from per-reservation Cancel Booking vs Delete Booking and the three-way scope table in Portfolio retirement decisions.

Surface	Use it for
Listings — Archived properties	Archive / Unarchive on property edit sidebar (`listings-archived-populated-table.png`, `listings-archived-unarchive-sidebar.png`)
Listings — Portfolio	Danger zone Archive after holds and departures are cleared
Sales module	Archived buildings drop from active pricing/channel grids — historical bookings remain
Bookings module	Historical reservation rows stay searchable — building Archive does not remove them

Symptom	Likely wrong control	Fix
Building still in pickers after deleting every reservation	Delete Booking on each stay	Archive property on Listings → Portfolio — FAQ — Archive a property
Property missing from Portfolio after setup mistake	Accidental Archive during go-live	Unarchive from Listings → Archived — Onboarding a New Property — Step 7
Used Delete Booking to clean duplicate imports	Reservation scope only	Delete Booking on Processing a New Booking — Step 1 — not building Archive
Unsure whether to Archive, Cancel, or Delete	Scope confusion	Portfolio retirement decisions — three-way decision table
Archive / Unarchive guard defect despite correct steps	Product bug	Using in-app support — Archive property (building-level) — module Listings
Month-end sunsetting before last departure	Archive while Upcoming remain	Managing a Check-out — Step 7 — finish departures first
Stale holds block sunsetting	Archive with active manual blocks	Manual block hygiene — Step 5 — clear holds first
Lockout-delayed sunsetting backlog	Deferred building Archive	Resetting a Management User Password — Step 3 — hub Lockout catch-up
Collections still open on building	Archive before arrears settled	Handling a Late Payment — Step 6 — settle or Cancel stays first
Utility month not closed before sunsetting	Building Archive mid-cycle	Entering Monthly Utility Bills — Step 5 — finish utility close first

Common Workflows — Archive property (building-level) — Hub matrix (listings-archived-populated-table.png, listings-archived-unarchive-sidebar.png)
FAQ — Archive a property — Step-by-step Archive / Unarchive
Listings — Archived properties — Archived tab at /listings/archived
Glossary — Archived property — Building removed from active Portfolio tab
Portfolio retirement decisions — Three-way scope table
Cancel Booking vs Delete Booking — Reservation void vs soft-archive — not building Archive
Archived booking ledger visibility — Delete hides manual rows; building Archive keeps all ledger rows (#1897)
Listings — Archive property (building-level) — Archive / Unarchive on property edit sidebar
Manual block hygiene — Archive property (building-level) — Clear holds before building Archive on Step 5
Managing a Check-out — Archive property (building-level) — Last departure before sunsetting on Step 7
Managing a Check-in — Archive property (building-level) — Finish Upcoming arrivals before Archive
Onboarding a New Property — Archive property (building-level) — Unarchive if archived by mistake during go-live
Processing a New Booking — Archive property (building-level) — Delete on duplicate imports — not building Archive
Portfolio KPI review — Archive property (building-level) — Step 7 month-end sunsetting review
Cancelling a Booking — Archive property (building-level) — Cancel on one stay — not building Archive
Handling a Late Payment — Archive property (building-level) — Collections before sunsetting on Step 6
Entering Monthly Utility Bills — Archive property (building-level) — Utility close before building Archive
Notification triage — Archive property (building-level) — Scope on Step 4 before Archive vs Cancel vs Delete
Resetting a Management User Password — Archive property (building-level) — Lockout-delayed sunsetting after Step 3
Using in-app support — Archive property (building-level) — Listings module ticket when Archive / Unarchive guards fail

Listings — Archived tab with populated property cards and Archived badge count

Listings — Archived property edit sidebar with Unarchive in the danger zone

Walkthrough: Listings → Portfolio property edit → danger zone Archive (confirm dialog) → Listings → Archived tab → archived property edit → Unarchive (confirm dialog) for go-live recovery.

Archive property (building-level)

Pair with other Glossary hub sections

Glossary — Archive property (building-level) hub — Surface table + per-guide/module mesh reciprocal hub
Common Workflows — Archive property (building-level) — Hub matrix (listings-archived-populated-table.png, listings-archived-unarchive-sidebar.png)
FAQ — Archive a property — Step-by-step Archive / Unarchive
Listings — Archived properties — Archived tab at /listings/archived
Glossary — Archived property — Building removed from active Portfolio tab
Portfolio retirement decisions — Three-way scope table
Manual block hygiene — Archive property (building-level) — Clear holds before building Archive on Step 5
Managing a Check-out — Archive property (building-level) — Last departure before sunsetting on Step 7
Managing a Check-in — Archive property (building-level) — Finish Upcoming arrivals before Archive
Onboarding a New Property — Archive property (building-level) — Unarchive if archived by mistake during go-live
Processing a New Booking — Archive property (building-level) — Delete on duplicate imports — not building Archive
Portfolio KPI review — Archive property (building-level) — Step 7 month-end sunsetting review
Cancelling a Booking — Archive property (building-level) — Cancel on one stay — not building Archive
Handling a Late Payment — Archive property (building-level) — Collections before sunsetting on Step 6
Entering Monthly Utility Bills — Archive property (building-level) — Utility close before building Archive
Notification triage — Archive property (building-level) — Scope on Step 4 before Archive vs Cancel vs Delete
Resetting a Management User Password — Archive property (building-level) — Lockout-delayed sunsetting after Step 3
Using in-app support — Archive property (building-level) — Listings module ticket when Archive / Unarchive guards fail
FAQ — Portfolio retirement decisions hub — Three-way decision table

Directory list load failures

Pair with other Glossary hub sections

Directory load-failure vocabulary pairs with Booking detail sidebar tab load failures (tab-scoped Refresh / Retry inside one booking), Glossary — Settings and profile load failures (toast-scoped Account Settings patterns), Infinite scroll (directory loading), and Directory & search UX cluster rows. Hub parity: Directory list load failures hub · Common Workflows — Directory list load failures · FAQ — Directory list load failures hub. Full pairing matrix: Glossary hub cross-reference.

When the first request for a large directory or dashboard aggregate fails (network drop, timeout, or HTTP 4xx/5xx), Vivin shows an explicit Failed to load … alert with Retry / Try again — distinct from filter-empty zero rows and from tab-scoped errors inside one booking sidebar.

Surface	How the failure appears
Bookings list	Inline alert card — Failed to load bookings. Please try again. + Retry
Bookings Timeline (`/bookings/timeline`)	Centered chart error panel — Couldn't load the timeline bookings. + Retry (re-fetches listing axis and bars; distinct from list-view failure)
Tenants directory	Same card pattern — Failed to load tenants. Please try again.
Listings portfolio	Same card pattern — Failed to load listings. Please try again.
Sales (Pricing / Channels / whole module)	Module-level alert card — Failed to load sales data. Please try again. + Retry (blocks all four tabs until recovery)
Sales Overview free-unit popover	Inline text in the day/bar popover — Failed to load free units — KPI strip and availability charts still render; close the popover or pick another day
Operations Tickets / Cash Flows	Tab-level alert — Failed to load tickets. / Failed to load cash flows. + Retry
Notifications (`/notifications`)	Red message in the main panel — Failed to load notifications. + Try again
Support inbox (`/settings/support`)	Alert card — Failed to load support tickets + Retry
Dashboard (`/`)	Banner under the page header — Some dashboard data failed to load. + Retry (other widgets may still render from cache)
Audit Manual Blocks	Alert card — Failed to load manual blocks. + Retry
Analytics KPI workspace (`/analytics`)	Red inline alert — We couldn't load your portfolio KPIs + Try again (not blank charts that imply zero performance)
Utilities (each tab)	Tab-level alert — Overview / Connections / Bills / Timeline / Allocations show Retry; Cost map shows Failed to load data. (refresh the tab)
Settings → Services Requests queue	Inline alert — Could not load pending approvals. + Retry

Symptom	Likely cause	Fix
Failed to load bookings/tenants/listings… + Retry	Network drop, timeout, or HTTP error on first fetch	Retry / Try again, or refresh after connectivity recovers
Empty table with no error banner	Successful fetch returned zero rows for your filters	Normal empty state — widen filters or clear search
Some dashboard data failed to load. under header	Partial `/` aggregate failure	Retry on banner — other KPI widgets may still render
Could not load messages inside one booking	Tab-scoped API slice failed	Refresh (Communication) or Retry (Tickets) — Booking detail sidebar tab load failures
Sales Overview popover Failed to load free units	Day/bar popover only — charts still loaded	Close popover or pick another day — not whole-module failure
Opened booking from alert but one tab red	Tab-scoped slice failed	Booking detail sidebar tab load failures — Payment Plan may still work
`/settings/support` or drawer cannot load tickets	Same data layer as directory lists	Using in-app support — Inbox load failures
Retry persists after connectivity returns	Product defect or session issue	Hard-refresh, sign out/in, or Using in-app support — not tab-scoped Refresh

Question	Whole-module directory	Tab inside one booking
Where does it fail?	Bookings / Tenants / Notifications list card	Communication or Tickets inside sidebar
Recovery control	Retry / Try again on list card	Refresh (Communication) or Retry (Tickets)
Other tabs still work?	Whole module blocked until retry	Contract Info / Payment Plan stay usable

Glossary — Directory list load failures — Letter-section definition and surface table
FAQ — Directory list load failures hub — Symptom table + per-guide/module mesh
FAQ — Directory list load failures — Step-by-step whole-module vs filter-empty state
Common Workflows — Directory list load failures — Hub matrix (notifications-module-load-failure.png, audit-manual-blocks-load-failure.png, dashboard-partial-data-load-failure.png, analytics-kpi-load-failure.png)
FAQ — Booking sidebar tab load failures hub — Tab-scoped Refresh / Retry inside one booking
Glossary — Booking detail sidebar tab load failures — Tab-by-tab error copy and controls
Glossary — Settings and profile load failures — Toast-scoped Account Settings patterns
Dashboard — Partial data load failures — Post-login / banner Retry
Analytics — Layout and controls — Portfolio KPI workspace Try again
Using in-app support — Inbox load failures — /settings/support same data layer as drawer
Bookings — Directory list load failures — Whole-module Bookings list Retry
Tenants — Directory list load failures — Tenant directory Retry vs No Bookings empty state
Listings — Directory list load failures — Portfolio / Archived Retry vs filter-empty state
Sales — Directory list load failures — Shared tabs Retry vs Multicalendar popover partial load
Operations — Directory list load failures — Tickets / Cash Flows tab Retry
Notifications — Directory list load failures — /notifications Try again before alert row-click
Audit — Directory list load failures — Manual Blocks Retry vs zero-row filter
Utilities — Directory list load failures — Per-tab Utilities Retry
Finance — Directory list load failures — Transactions / Deposits tab Retry
Dashboard — Directory list load failures — Post-login aggregate banner Retry
Analytics — Directory list load failures — KPI workspace Try again
Inbox — Directory list load failures — Cross-booking Inbox load failure vs booking-sidebar tab error
Manual block hygiene — Directory list load failures — Audit → Manual Blocks Retry before row scan (Step 1)
Cancelling a Booking — Directory list load failures — Whole-module Bookings Retry before cancel execution (Step 4)
Managing a Check-out — Directory list load failures — Departure-week directory Retry on Step 1
Onboarding a New Property — Directory list load failures — Listings portfolio Retry on Step 7 go-live verify
Processing a New Booking — Directory list load failures — Bookings / /notifications Retry before import triage (Step 1)
Entering Monthly Utility Bills — Directory list load failures — Utilities tab Retry on bill entry (Step 2)
Handling a Late Payment — Directory list load failures — Receivables directory Retry on collections triage (Step 1)
Managing a Check-in — Directory list load failures — Check-in & Check-out Retry on arrival-week planning (Step 1)
Notification triage — Directory list load failures — /notifications Try again before alert row-click (Step 2)
Resetting a Management User Password — Directory list load failures — Directory Retry after lockout catch-up (Step 3)
Using in-app support — Directory list load failures — Support inbox Retry before filing tickets
Portfolio KPI review — Directory list load failures — Month-end KPI sign-off when directories fail (Step 7)

Notifications module — initial load failure with Try again control

Audit — Manual Blocks tab load failure with Retry after simulated API error

Dashboard — partial overview-stats load failure banner with Retry under the page header

Analytics — portfolio KPI workspace load failure with Try again

Walkthrough: whole-module Bookings list Retry after Failed to load bookings, then tab-scoped Communication header Refresh while Payment Plan still loads — distinct recovery scopes.

Pair with other Glossary hub sections

Per-tab load failures pair with Directory list load failures hub (whole-module Retry vs tab-scoped recovery), Glossary — Booking detail sidebar tab load failures, Glossary — WhatsApp per-booking messaging hub (Communication load error vs normal thread), and Directory & search UX cluster rows. Hub parity: Booking sidebar tab load failures hub · Common Workflows — Booking sidebar tab load failures · FAQ — Booking sidebar tab load failures hub. Full pairing matrix: Glossary hub cross-reference.

Inside the booking detail sidebar, each tab loads its own API slice. A failure on one tab does not block Contract Info, Payment Plan, Deposit, or other tabs — use tab-scoped recovery, not whole-module Bookings list Retry.

Tab	How the failure appears	Recovery
Communication	Could not load messages — Something went wrong loading the conversation. Try again.	Refresh in the booking sidebar header toolbar (visible while Communication is active)
Tickets	Red banner — Could not load tickets. Try again.	Retry on the banner inside the tab

Symptom	Likely cause	Fix
Failed to load bookings… on list card	Whole-module directory failure	Directory list load failures hub — list Retry, not tab Refresh
Could not load messages inside one booking	Tab-scoped Communication slice	Header Refresh — other sidebar tabs stay usable
Could not load tickets inside one booking	Tab-scoped Tickets slice	Banner Retry — switch to Payment Plan while retrying
Opened booking from alert but one tab red	Tab-scoped slice failed	Notification triage — Step 4 — tab recovery, not `/notifications` Try again
Refresh / Retry never recovers	Product defect or stale session	Close and reopen booking; then Using in-app support if still failing

Question	Whole-module directory	Tab inside one booking
Where does it fail?	Bookings list inline alert card	Communication or Tickets inside sidebar
Recovery control	Retry on list card	Refresh (Communication) or Retry (Tickets)
Other tabs still work?	Whole list blocked until retry	Contract Info / Payment Plan stay usable

Glossary — Booking detail sidebar tab load failures — Letter-section definition and tab table
FAQ — Booking sidebar tab load failures hub — Symptom table + per-guide mesh
FAQ — Communication or Tickets load failure — Step-by-step tab recovery
Common Workflows — Booking sidebar tab load failures — Hub matrix (bookings-detail-communication-tab-whatsapp-thread.png, bookings-detail-tickets-tab.png)
Glossary — Directory list load failures hub — Whole-module Retry / Try again — distinct from tab-scoped recovery
Glossary — WhatsApp per-booking messaging hub — Normal Communication thread vs load-error Refresh
Bookings — Sidebar tab load failures — Module reference for tab error copy
Notification triage — Step 4 — Row-click into booking then tab fails
Handling a Late Payment — Step 3 — Communication recovery during collections
Manual block hygiene — Booking sidebar tab load failures — Communication Refresh during hold cleanup (Step 3)
Cancelling a Booking — Booking sidebar tab load failures — Payment Plan when Communication fails (Step 2)
Managing a Check-out — Booking sidebar tab load failures — Departure outreach tab recovery (Step 6)
Onboarding a New Property — Booking sidebar tab load failures — First booking tab Retry on Step 7
Processing a New Booking — Booking sidebar tab load failures — Contract thread Refresh on Step 4
Handling a Late Payment — Booking sidebar tab load failures — Communication Refresh during collections (Step 3)
Managing a Check-in — Booking sidebar tab load failures — Arrival-week tab recovery (Step 4)
Entering Monthly Utility Bills — Booking sidebar tab load failures — Overage dispute thread Refresh (Step 4)
Notification triage — Booking sidebar tab load failures — Row-click then tab fails (Step 4)
Resetting a Management User Password — Booking sidebar tab load failures — Lockout catch-up tab recovery (Step 3)
Using in-app support — Booking sidebar tab load failures — Bookings module defect tickets
Portfolio KPI review — Booking sidebar tab load failures — Month-end tab recovery during Step 7

Booking detail — Tickets tab in normal loaded state (Retry appears on the red banner when fetch fails)

Walkthrough: open a booking, simulate Communication tab load failure, switch to Payment Plan while other tabs stay usable, then header Refresh recovers — distinct from whole-module Bookings list Retry (directory-list-load-failures-recovery-flow.mp4).

WhatsApp per-booking messaging

Pair with other Glossary hub sections

Tenant messaging vocabulary pairs with Glossary — Notification row navigation hub (message alerts on /notifications), Glossary — Booking detail sidebar tab load failures (Communication load error vs normal thread), Bot reasoning (audit), and Notifications & messaging cluster rows. Hub parity: WhatsApp per-booking messaging hub · Common Workflows — WhatsApp per-booking messaging · FAQ — WhatsApp per-booking messaging hub. Full pairing matrix: Glossary hub cross-reference.

Three surfaces share the same UAZAPI chat state — pick the one that matches your triage scope:

Surface	Use it for	Notes
Tools → Inbox (`/inbox`) or bell Inbox sub-tab	Cross-booking triage, unknown numbers, alert-driven entry	Click tenant name for Tenant sidebar; composer for quick replies
Bookings → Communication	One reservation with Payment Plan, Tickets, and Files context	WhatsApp composer + read-only Email; header Refresh
`/notifications` or bell General	Payment or ticket alerts — not message threads	Switch to Inbox when summary reads `New WhatsApp message from …`

Symptom	Likely cause	Fix
Bell ping reads `New WhatsApp message from …`	Message alert on General or `/notifications`	Open bell Inbox sub-tab or Tools → Inbox
Need Payment Plan while replying	Cross-booking Inbox lacks booking context	Bookings → Communication for that reservation
Unlock your communication history	Chatbot not enabled (`isTenantChatBotEnabled`)	ChatBot settings — Status Bot
Could not load messages on Communication	Tab-scoped fetch failure	Header Refresh — Booking sidebar tab load failures hub
`New WhatsApp message from …` on `/notifications`	Message alert on full inbox	Bell Inbox or row with `link` — Notification row navigation hub
Row-click landed on booking, thread empty	`bookingId` target without `link`	Open Communication tab manually

Question	Message thread	Payment / ticket alert
Dashboard entry	Bell Inbox sub-tab	Bell General or `/notifications`
Reply with Payment Plan visible	Bookings → Communication	Row-click → booking — Notification row navigation hub
Cross-booking triage	Tools → Inbox (`/inbox`)	`/notifications` filters + row-click

FAQ — WhatsApp per-booking messaging hub — Symptom table + per-guide mesh
FAQ — WhatsApp and email per booking — Surface comparison and channel behaviour
Common Workflows — WhatsApp per-booking messaging — Hub matrix (bookings-detail-communication-tab-whatsapp-thread.png, bookings-detail-communication-tab-whatsapp-composer.png, inbox-module-overview.png, inbox-module-triage-flow.mp4)
Bookings — Communication tab — Labels, Pause bot, Bot reasoning, email attachments
Inbox module — Portfolio-wide triage and bell Inbox sub-tab
ChatBot settings — Status Bot pairing when WhatsApp is disconnected
Glossary — Notification row navigation hub — New WhatsApp message from … on /notifications
Glossary — Booking sidebar tab load failures hub — Communication load error vs normal thread
Glossary — Bot reasoning (audit) — Audit automated Bot replies on Communication
Notification triage — WhatsApp per-booking messaging — Message pings on bell Inbox / /notifications
Handling a Late Payment — WhatsApp per-booking messaging — Collections outreach on Step 3
Managing a Check-in — WhatsApp per-booking messaging — Arrival-week threads before Step 4
Managing a Check-out — WhatsApp per-booking messaging — Departure settlement on Step 6
Processing a New Booking — WhatsApp per-booking messaging — Confirmation follow-up on Step 6
Cancelling a Booking — WhatsApp per-booking messaging — Void outreach before Step 4
Entering Monthly Utility Bills — WhatsApp per-booking messaging — Overage bill questions on Step 4
Portfolio KPI review — WhatsApp per-booking messaging — Month-end message backlog on Step 7
Manual block hygiene — WhatsApp per-booking messaging — Blocked-date questions on Step 3
Onboarding a New Property — WhatsApp per-booking messaging — First tenant threads on Step 7 go-live
Using in-app support — WhatsApp per-booking messaging — Self-serve Inbox / Communication before filing
Resetting a Management User Password — WhatsApp per-booking messaging — Lockout-delayed bell Inbox after Step 3

Inbox module — conversation list and thread composer for portfolio-wide WhatsApp triage

Walkthrough: open Inbox, pick a conversation, reply, and jump to booking Communication when you need reservation context.

Bot reasoning (audit)

Pair with other Glossary hub sections

Bot audit vocabulary pairs with Glossary — ChatBot settings hub (edit persona / IF/THEN after thread review), Glossary — WhatsApp per-booking messaging hub (Communication thread context), and Notifications & messaging cluster rows. Hub parity: Bot reasoning (audit) hub · Common Workflows — Bot reasoning (audit) · FAQ — Bot reasoning (audit) hub. Full pairing matrix: Glossary hub cross-reference.

Two surfaces answer “why did the bot say that?” — configure rules in one place, audit a specific reply in another:

Surface	Use it for	Notes
Bookings → Communication → Bot bubble → Reasoning	Audit one automated reply Vivin already sent	Read-only; expands internal explanation (italic text in parentheses)
Account Settings → ChatBot	Change future behaviour — Persona tone and IF/THEN rules	Does not rewrite past messages on the thread
Bookings → Communication → Pause bot	Stop automation for one reservation	Per-booking; global rules unchanged

Symptom	Likely cause	Fix
Bot gave a generic or wrong answer	Broad IF/THEN If phrase fired	Expand Reasoning on thread → narrow rule at ChatBot settings
No Reasoning control under Bot bubble	Vivin did not store reasoning for that send	Not a UI bug — only some automated replies include audit text
Need to change tone across channels	Persona too vague or missing	ChatBot — Persona — max 500 characters
Tenant still gets bot replies after you intervened	Pause bot not applied on booking	Communication → WhatsApp toggle when `chatBotPauseLabelId` is configured
Supplier got an automated tenant reply	Shared WhatsApp business line	Dedicated tenant number — Automation & AI — WhatsApp Support

Question	Thread Reasoning (audit)	ChatBot settings (configure)
Changes past messages?	No — read-only	No — affects future replies only
Which bubbles show control?	Mint Bot only	N/A — settings are account-wide
Pair with collections triage?	Communication on booking	IF/THEN escalation to Operations
External automation read access?	N/A	Tenant MCP — chatbot rules

FAQ — Bot reasoning (audit) hub — Symptom table + per-guide mesh
FAQ — How do I audit why the bot sent a reply? — Step-by-step Reasoning expand
Common Workflows — Bot reasoning (audit) — Hub matrix (bookings-detail-communication-tab-bot-reasoning-expanded.png)
ChatBot settings — Bot reasoning audit — Configure vs audit pairing
Bookings — Communication tab — Bot bubbles, Pause bot, Reasoning
Glossary — ChatBot settings hub — Persona, IF/THEN, Status Bot pairing
Glossary — WhatsApp per-booking messaging hub — Inbox vs Communication thread context
Automation & AI — Bot reasoning — Channel map and escalation
Notification triage — Bot reasoning (audit) — Message alert → thread audit before rule edits
Handling a Late Payment — Bot reasoning (audit) — Collections bot replies on Step 3
Managing a Check-in — Bot reasoning (audit) — Arrival-week bot threads before Step 4
Managing a Check-out — Bot reasoning (audit) — Departure settlement bot replies on Step 6
Processing a New Booking — Bot reasoning (audit) — Confirmation follow-up on Step 6
Cancelling a Booking — Bot reasoning (audit) — Void outreach before Step 4
Entering Monthly Utility Bills — Bot reasoning (audit) — Overage bill questions on Step 4
Portfolio KPI review — Bot reasoning (audit) — Month-end bot quality on Step 7
Manual block hygiene — Bot reasoning (audit) — Blocked-date bot replies on Step 3
Onboarding a New Property — Bot reasoning (audit) — First tenant threads on Step 7
Using in-app support — Bot reasoning (audit) — Self-serve audit before filing
Resetting a Management User Password — Bot reasoning (audit) — Lockout-delayed threads after Step 3

Booking detail — Communication tab, Bot message with expanded Reasoning audit text under the reply

Walkthrough: expand Reasoning on a Bot bubble, then open ChatBot → Special Rules to tune IF/THEN rows after the thread audit.

ChatBot settings

Pair with other Glossary hub sections

ChatBot configuration vocabulary pairs with Glossary — Bot reasoning (audit) hub (thread audit after rule edits), Glossary — WhatsApp per-booking messaging hub (Inbox / Communication gating), and Tenant experience cluster rows. Hub parity: ChatBot settings hub · Common Workflows — ChatBot settings · FAQ — ChatBot settings hub. Full pairing matrix: Glossary hub cross-reference.

Account Settings → ChatBot configures the tenant-facing assistant — distinct from operator AI Chat (/ai-chat) and Landlord MCP:

Subtab / surface	Use it for	Notes
Persona subtab	Tone, languages, topics to avoid	Max 500 characters; applies across WhatsApp and email
Special Rules subtab	Situation-specific bot behaviour (max 20 IF/THEN rules)	Narrow If phrases — broad rules fire on almost every message
Bot Status subtab	WhatsApp UAZAPI pairing (Connected / Disconnected / QR)	Gates Inbox, bell Inbox, and Communication composer
Bookings → Communication	Live threads, Pause bot, read-only Reasoning audit	Pair with WhatsApp per-booking messaging hub

Symptom	Likely cause	Fix
Inbox nav greyed out	`isTenantChatBotEnabled` false or not paired	Bot Status — Connect WhatsApp → scan QR until Connected
Unlock your communication history on booking	Chatbot not enabled for workspace	Contact Vivin to enable integration; then pair Bot Status
Bot replies on almost every tenant message	Catch-all IF/THEN rule	Replace with specific If situations — IF/THEN rules
WhatsApp composer missing on Communication	Outbound WhatsApp not provisioned	Thread may load; bottom shows WhatsApp replies aren't available yet
Rules saved but tenant still sees old tone	Edited wrong account or read-only Super Admin	Who can edit ChatBot settings
Need to verify a specific automated reply	Configuration alone does not show past logic	Bot reasoning (audit) hub — Reasoning on Bot bubble
QR expired before scan	Session timed out on phone	Refresh QR code on Bot Status

Question	ChatBot settings	Bookings → Communication
Edit future bot behaviour?	Persona + Special Rules	Pause bot per booking only
Portfolio-wide message triage?	Bot Status must be Connected	Use Inbox or bell Inbox
Audit one sent reply?	N/A	Reasoning under Bot bubble
External read-only automation?	Tenant MCP	N/A

FAQ — ChatBot settings hub — Symptom table + per-guide mesh
ChatBot settings — Full tab guide (settings-chatbot-tab-overview.png, settings-chatbot-save-rule-flow.mp4)
Common Workflows — ChatBot settings — Hub matrix
Getting Started — Recommended Setup Sequence — Optional chatbot step pairing
Onboarding a New Property — Step 4 — Tenant category + chatbot rules before go-live
Glossary — Bot reasoning (audit) hub — Thread audit after rule changes
Glossary — WhatsApp per-booking messaging hub — Inbox vs Communication
Inbox module — Portfolio-wide triage when Bot Status is Connected
Automation & AI — Channel map: chatbot vs AI Assistant vs MCP
Onboarding a New Property — ChatBot settings — Step 4 / Step 7 go-live pairing
Notification triage — ChatBot settings — Inbox gating during alert triage
Processing a New Booking — ChatBot settings — Confirmation-week bot behaviour
Handling a Late Payment — ChatBot settings — Collections hand-offs on Step 3
Managing a Check-in — ChatBot settings — Arrival-week persona checks
Managing a Check-out — ChatBot settings — Departure-week deposit threads
Portfolio KPI review — ChatBot settings — Month-end bot quality on Step 7
Using in-app support — ChatBot settings — Self-serve before Bookings module tickets
Resetting a Management User Password — ChatBot settings — Bot Status Disconnected until re-sign-in

Account Settings — ChatBot → Persona subtab with persona text, IF/THEN rules preview, and rule count

Account Settings — ChatBot → Bot Status with Connected badge and live WhatsApp (UAZAPI) session

Account Settings — ChatBot → Bot Status with QR code and Awaiting scan badge during WhatsApp pairing

Walkthrough: Bot Status → Connect WhatsApp, confirm after the warning countdown, then scan the QR until Connected.

Walkthrough: open ChatBot settings, enter edit mode, add a narrow IF/THEN rule, Save, and return to read-only preview.

Check-out ledger cleanup before refund

Pair with other Glossary hub sections

Duplicate-transfer vocabulary pairs with Glossary — Credit note (payment reject/revert) and Financial & payments cluster rows. Hub parity: Check-out ledger cleanup before refund hub · Common Workflows — Check-out ledger cleanup before refund · Reject/revert mistaken receipts · Check-out collections before refund. Full pairing matrix: Glossary hub cross-reference.

Surface	Use it for
Bookings — Transactions	Per-row Reject payment / Revert payment on duplicate departure transfers (`bookings-detail-transactions-revert-modal-info-banner.png`, `bookings-detail-transactions-reject-modal-credit-note-banner.png`)
Finance → Transactions	Portfolio bulk Reject selected / Revert on duplicate pairs (`finance-transactions-bulk-reject-selected-bar.png`)
Bookings — Deposit	Ready To Refund / Est. Refund gated until duplicate cleanup (`bookings-detail-deposit-tab-ready-to-refund-toggle.png`)
`/notifications` row-click	Duplicate Pending manual in-payment alert → booking before Approve both rows
Finance → Contract Values	Top debtors inflated by duplicate — confirm pair on Transactions, not collections outreach
Finance → Transactions	Not issued credit note queue after invoiced Reject / Revert — Bulk Hostkit invoicing pacing

Symptom	Likely cause	Fix
Ready To Refund blocked despite tenant paid	Duplicate approved transfer	Revert duplicate on Transactions — Step 6 before Step 5
In Debt after tenant paid departure rent	Duplicate pair on ledger	Revert duplicate — not Handling a Late Payment — Step 3 collections outreach
Two identical transfers, one Pending	Wrong approval path	Reject selected on pending duplicate — Step 6b ↔ Pending manual receipt approval
Two identical transfers, both approved	Duplicate approved row	Revert payment on duplicate — Reject/revert mistaken receipts
Est. Refund inflated by duplicate	Extra receipt counted toward credit	Revert duplicate before Step 5
Red / blue modal after Reject / Revert	Invoiced charge needs credit note	Issue credit notes — Bulk Hostkit invoicing pacing, then re-check Deposit tab
Unpaid rent line on Payment Plan	Real arrears — not duplicate	Check-out collections before refund — tenant has not paid
Unpaid utility overage line	Final bill not settled	Check-out final utilities handoff — not ledger cleanup mesh
Duplicate Pending manual in-payment during departure week	Row-click before triage	Step 4 → Reject selected before Approve both (`finance-transactions-bulk-reject-selected-bar.png`)
Support ticket — tenant paid but Ready To Refund blocked	Self-serve triage skipped	Using in-app support — Check-out ledger cleanup before refund before filing
Month-end duplicate pairs at KPI sign-off	Approve both mistaken	Portfolio KPI review — Step 7 — Reject selected / Revert before export

Common Workflows — Check-out ledger cleanup before refund — Hub matrix: duplicate transfer → Reject / Revert → refund (bookings-detail-transactions-revert-modal-info-banner.png, finance-transactions-bulk-reject-selected-bar.png, bookings-detail-deposit-tab-ready-to-refund-toggle.png, bookings-payment-row-actions-flow.mp4)
Glossary — Check-out ledger cleanup before refund — Short definition and visual quick-reference row
FAQ — Check-out ledger cleanup before refund hub — Symptom table reciprocal hub
Managing a Check-out — Step 6 / Step 6b — Canonical duplicate cleanup before Step 5
Reject/revert mistaken receipts — Reject / Revert on Finance → Transactions or booking Transactions
Pending manual receipt approval — Reject pending duplicate before Revert on approved row
Bulk Hostkit invoicing — Issue credit notes after invoiced Reject / Revert
Payment alert to receivables triage — Duplicate Pending manual in-payment alert row-click during departure week
Finance debt receivables triage — Top debtors inflated by duplicate — confirm pair on Transactions
Check-out collections before refund — Real arrears contrast (tenant did not pay)
Check-out final utilities handoff — Unpaid utility overage line (distinct mesh)
Cancellation collections before void — Duplicate settlement transfer during pre-cancel Step 2 (distinct mesh)
Bookings module — Check-out ledger cleanup before refund — Per-row Reject / Revert on booking Transactions before Deposit tab refund
Finance module — Check-out ledger cleanup before refund — Portfolio Transactions bulk Reject selected / Revert
Dashboard module — Check-out ledger cleanup before refund — Total debt inflated by duplicate departure transfers
Analytics module — Check-out ledger cleanup before refund — Revenue / debt-aging skew from duplicate receipts
Notifications module — Check-out ledger cleanup before refund — Duplicate Pending manual in-payment during departure week
Operations module — Check-out ledger cleanup before refund — Turnover-week Ready To Refund blocked by duplicate settlement
Utilities module — Check-out ledger cleanup before refund — Duplicate overage transfer vs unpaid utility line
Sales module — Check-out ledger cleanup before refund — Channel booking duplicate receipts before refund
Tenants module — Check-out ledger cleanup before refund — With Debt phantom balance from duplicate transfer
Listings module — Check-out ledger cleanup before refund — Unit sidebar debt from duplicate departure transfers
Inbox module — Check-out ledger cleanup before refund — Tenant paid once — confirm ledger before chat reassurance
AI Chat module — Check-out ledger cleanup before refund — Assistant In Debt totals from duplicate transfers
Audit module — Check-out ledger cleanup before refund — Duplicate receipts skew month-end exports
Legacy /properties URLs — Check-out ledger cleanup before refund — Redirected-property booking duplicates
Booking engine details — Check-out ledger cleanup before refund — Engine-sourced bookings before deposit release
Managing a Check-in — Check-out ledger cleanup before refund — Duplicate move-in payment after Step 4 shows phantom In Debt
Managing a Check-out — Check-out ledger cleanup before refund — Canonical Step 6 / Step 6b duplicate cleanup before Step 5 refund
Processing a New Booking — Check-out ledger cleanup before refund — Duplicate confirmation transfer during Step 5b / Step 6b
Notification triage — Check-out ledger cleanup before refund — Duplicate Pending manual in-payment alert row-click (Step 4)
Handling a Late Payment — Check-out ledger cleanup before refund — Tenant paid once — Revert duplicate, not Step 3 collections
Cancelling a Booking — Check-out ledger cleanup before refund — Duplicate settlement transfer during Step 2 (tenant paid once)
Onboarding a New Property — Check-out ledger cleanup before refund — Duplicate departure transfer on first go-live booking (Step 7)
Portfolio KPI review — Check-out ledger cleanup before refund — Month-end duplicate cleanup sign-off on Step 7
Manual block hygiene — Check-out ledger cleanup before refund — Phantom duplicate In Debt after Step 5 hold cleanup
Entering Monthly Utility Bills — Check-out ledger cleanup before refund — Duplicate overage transfer on Step 4 mistaken for unpaid utility
Resetting a Management User Password — Check-out ledger cleanup before refund — Lockout-delayed duplicate discovery after Step 3
Using in-app support — Check-out ledger cleanup before refund — Self-serve duplicate-transfer triage before filing tickets
FAQ — Reject/revert mistaken receipts hub — Reject vs Revert decision table before refund queue
FAQ — Managing a Check-out hub — Departure-week duplicate cleanup pairing matrix

Finance Transactions — bulk selection bar with Approve selected and Reject selected

Bookings — Deposit tab with Ready To Refund toggle enabled before the external bank transfer

Walkthrough: open booking Transactions row actions, review Reject payment / Revert payment modals, then confirm Ready To Refund on the Deposit tab after duplicate cleanup.

Walkthrough: Finance → Transactions Reject selected on duplicate Pending rows, Revert payment on an approved duplicate (clip closes without confirming), then Finance → Deposits → Deposit Ready To Refund after ledger cleanup.

Deposit lifecycle status

Pair with other Glossary hub sections

Deposit-lifecycle vocabulary pairs with Glossary — Partly collected security deposit, Glossary — Deposit dispute, Glossary — Finance Deposits date range, and Financial & payments cluster rows. Hub parity: Deposit lifecycle status hub · Common Workflows — Deposit lifecycle status · FAQ — Deposit lifecycle status hub · Managing a Check-out — Step 5. Full pairing matrix: Glossary hub cross-reference.

When payment-driven lifecycle is enabled (#781), Vivin stores a single depositStatus on each booking. The lifecycle pill on the booking Deposit tab and matching Finance → Deposits row chips use the same vocabulary — distinct from the amber Partially paid collection badge (which compares Paid vs Amount on the same tab).

Surface	Use it for
Bookings — Deposit	Lifecycle pill on Initial Deposit — Not Paid through Refunded (`bookings-detail-deposit-tab.png`, `bookings-detail-deposit-tab-unpaid-badge.png`, `bookings-detail-deposit-tab-paid-badge.png`)
Finance → Deposits	Deposit lifecycle status row — click Partial paid, Ready to refund, Refunded, or other cards for portfolio triage (`finance-deposits-status-cards.png`)
Other filters → Deposit status	Same lifecycle slice on Bookings or Finance — Finance — Deposit status filter (`bookings-list-other-filters-deposit-status.png`, `finance-other-filters-deposit-status.png`)
Settings → Preferences — Deposit lifecycle	Account toggles for payment-driven lifecycle and Require "Ready to Refund" step (`settings-preferences-deposit-lifecycle-toggles.png`)
Finance → Deposits toolbar date range	Lifecycle card counts scope to the active date window — Finance Deposits date range

Symptom	Likely cause	Fix
Lifecycle pill Partial Paid but rent line also amber	Rent Payment Plan vs deposit	Open booking Deposit tab — security deposit shortfall, not scheduled rent — Partly collected security deposit
Partial paid lifecycle card shows zero rows	Toolbar date range excludes stay	Deposit missing on Finance Deposits — clear range first
Ready To Refund toggle disabled at departure	Rent/fee arrears on Payment Plan	Check-out collections before refund — not deposit shortfall alone
Refund / Mark refunded greyed on Deposit tab	Active Disputed freeze	Deposit dispute — Resolve Dispute after internal review
Pill stuck on Fully Paid at check-out	Ready To Refund step required	Managing a Check-out — Step 5 — toggle Ready To Refund (`bookings-detail-deposit-tab-ready-to-refund-toggle.png`)
Month-end KPI finds wrong lifecycle mix	Card counts scoped to date window	Portfolio KPI review — Step 7 — clear toolbar range; triage Partial paid, Ready to refund, Disputed
Deposit shortfall at confirmation or move-in	First transfer below Amount	Processing a New Booking — Step 5 / Managing a Check-in — Step 3
Lockout-delayed deposit triage	Password recovery delayed catch-up	Resetting a Management User Password — Step 3 → Finance → Deposits lifecycle cards
Partially paid badge or lifecycle pill defects	Product defect after self-serve	Using in-app support — Deposit lifecycle status — Finance module ticket

Common Workflows — Deposit lifecycle status — Hub matrix: depositStatus pill vocabulary across booking Deposit and Finance portfolio surfaces
FAQ — Deposit lifecycle status hub — Symptom table + per-guide/module mesh
Glossary — Deposit lifecycle status — Short definition and visual quick-reference row
Finance — Deposit lifecycle status cards — Deposit lifecycle status row on Finance → Deposits (#2091)
Finance — Deposit status filter — Other filters → Deposit status multi-select (#2090)
Bookings — Deposit tab — Lifecycle pill and collection badges on Initial Deposit
Glossary — Partly collected security deposit — Partial Paid shortfall mesh
Glossary — Deposit dispute — Disputed freeze on Fully Paid deposits
Glossary — Finance Deposits date range — Toolbar window hides lifecycle card counts
Common Workflows — Deposit missing on Finance Deposits — Clear range when cards show zero rows
Check-out collections before refund — Rent In Debt blocks Ready To Refund — distinct from deposit shortfall
Managing a Check-out — Step 5 — Ready to Refund → Refunded departure path
Cancelling a Booking — Step 3 — Policy void deposit settlement
Portfolio KPI review — Step 7 — Month-end lifecycle sign-off
Payment Allocation — Partly collected security deposit — Two-layer deposit allocation model

Finance Deposits — Deposit lifecycle status row with Partial paid, Ready to refund, and Refunded cards

Booking detail — Deposit tab with lifecycle pill and Initial Deposit row

Booking detail — Deposit tab Ready To Refund toggle after charges are settled

Walkthrough: Finance → Deposits Deposit lifecycle status cards (Ready to refund, Refunded, Not paid) — row-open to booking Deposit tab lifecycle pill contrast.

Walkthrough: toggle Ready To Refund on the booking Deposit tab, then Mark refunded on Finance → Deposits after the external bank transfer.

Deposit dispute

Pair with other Glossary hub sections

Deposit-dispute vocabulary pairs with Glossary — Deposit lifecycle status, Glossary — Finance Deposits date range, and Financial & payments cluster rows. Hub parity: Deposit dispute hub · Common Workflows — Managing a Check-out — Step 5 · Check-out collections before refund · Partly collected security deposit. Full pairing matrix: Glossary hub cross-reference.

Managing a Check-out Step 5 and Cancelling a Booking Step 3 freeze outbound deposit returns when retention is contested — distinct from rent Check-out collections before refund, partly collected Partly collected security deposit shortfalls, and Deposit missing on Finance Deposits toolbar date range hiding older rows.

Surface	Use it for
Bookings — Deposit	Mark as Disputed / Resolve Dispute on a Fully Paid deposit (`bookings-detail-deposit-tab-mark-disputed-button.png`, `bookings-detail-deposit-tab-disputed-state.png`)
Finance → Deposits	Portfolio Mark disputed / Resolve dispute row chips (`finance-deposits-mark-disputed-row-action.png`, `finance-deposits-resolve-dispute-row-action.png`)
Settings → Preferences — Enable deposit disputes	Account toggle required before dispute controls appear
Other filters → Deposit status → Disputed	Portfolio triage on Bookings or Finance — Finance — Deposit status filter
Operations — Tickets	Damage claims and linked cash flows documented before Resolve Dispute
Inbox	Tenant WhatsApp pushback on deductions — confirm ledger state before chat reassurance

Symptom	Likely cause	Fix
Refund / Mark refunded greyed on Deposit tab	Active Disputed freeze	Resolve Dispute after internal review — Step 5
Mark as Disputed missing on booking Deposit tab	Toggle off or missing permission	Enable deposit disputes + `bookings.dispute` on role
Mark disputed chip missing on Finance → Deposits	Row outside toolbar date range	Clear date range — FAQ — Deposit missing on Finance Deposits
Deposit not Fully Paid yet	Wrong lifecycle state for dispute	Partly collected security deposit — collect shortfall first
Tenant contests retention during cancellation	Policy void deposit path	Cancelling a Booking — Step 3 — Mark as Disputed before Mark refunded
Ready To Refund blocked despite settled charges	Unresolved Disputed flag	Resolve Dispute — not Check-out collections before refund rent mesh
Month-end KPI sign-off finds contested refunds	Dispute queue not triaged	Portfolio KPI review — Step 7 — Disputed filter
Tenant WhatsApp contest before operator action	Chat reassurance without ledger	Inbox → booking Deposit tab — confirm Disputed state
Lockout-delayed dispute backlog	Password recovery delayed triage	Resetting a Management User Password — Step 3 → Finance → Deposits Disputed filter
Support ticket — refund blocked by dispute	Self-serve triage skipped	Managing a Check-out — Step 5 before filing

Managing a Check-out — Step 5 — Canonical Mark as Disputed / Resolve Dispute before external bank transfer
Cancelling a Booking — Step 3 — Contested retention during policy void
Bookings — Deposit disputes — Booking Deposit tab controls and lifecycle pill
Finance — Deposit disputes (portfolio actions) — Mark disputed / Resolve dispute row chips
Settings — Enable deposit disputes — Account toggle on Charges & Payments
Glossary — Deposit lifecycle status — Disputed pill on depositStatus
Glossary — Finance Deposits date range — Clear toolbar range before dispute row triage
Common Workflows — Deposit missing on Finance Deposits — Row/chip hidden by default ~3 months window
Common Workflows — Partly collected security deposit — Deposit shortfall vs dispute freeze contrast
Check-out collections before refund — Rent In Debt blocks Ready To Refund — distinct from dispute freeze
Check-out vs cancellation — Ended departure vs Canceled policy void deposit paths
Operations module — Damage tickets with linked cash flows before resolution
Portfolio KPI review — Step 7 — Month-end Disputed queue sign-off
Notification triage — Step 4 — Move-out alert row-click before dispute triage
FAQ — Deposit dispute — Symptom table + per-guide mesh
Glossary — Deposit dispute — Short definition and visual quick-reference row
FAQ — Managing a Check-out hub — Departure-week deposit settlement mesh
FAQ — Cancelling a Booking hub — Policy void deposit on Step 3

Bookings — Deposit tab Refund Disputed with dispute warning and Resolve Dispute (refund blocked)

Finance Deposits — Mark disputed row chip on a fully collected deposit

Finance Deposits — Resolve dispute row chip while the deposit lifecycle is Disputed

Walkthrough: Mark as Disputed on the booking Deposit tab, review the blocked Refund state, spot the matching Resolve dispute row on Finance → Deposits, then Resolve Dispute to restore the refund queue.

Hub matrix: Managing a Check-out — Step 5 · Deposit dispute hub · FAQ — Deposit dispute hub (bookings-detail-deposit-tab-mark-disputed-button.png, bookings-detail-deposit-tab-disputed-state.png, finance-deposits-mark-disputed-row-action.png, finance-deposits-resolve-dispute-row-action.png, deposit-dispute-mark-and-resolve-flow.mp4). Per-guide mesh: Managing a Check-out — Step 5, Cancelling a Booking — Step 3, Portfolio KPI review — Step 7, Notification triage — Step 4, Resetting a Management User Password — Step 3.

Partly collected security deposit

Pair with other Glossary hub sections

Partly-collected deposit vocabulary pairs with Glossary — Deposit lifecycle status, Glossary — Finance Deposits date range, Glossary — Deposit dispute (shortfall vs dispute freeze contrast), and Financial & payments cluster rows. Hub parity: Partly collected security deposit hub · Common Workflows — Partly collected security deposit · Processing a New Booking — Step 5 · Deposit dispute. Full pairing matrix: Glossary hub cross-reference.

When a tenant pays less than the full security deposit in one transfer, Vivin marks the deposit Partially paid — Paid above zero but below Amount on the booking Deposit tab (Partial Paid on depositStatus). This is distinct from Partial Paid rent rows on Payment Plan and from Deposit dispute freeze on Fully Paid deposits.

Surface	Use it for
Finance → Deposits	Click Partial paid in the Deposit lifecycle status row for portfolio triage (`finance-deposits-lifecycle-partial-paid-card.png`)
Bookings — Deposit	Amber Partially paid badge and remaining helper on Initial Deposit (`bookings-detail-deposit-tab-partial-badge.png`)
Other filters → Deposit status → Partial paid	Same lifecycle slice on Bookings or Finance — Finance — Deposit status filter
Finance → Contract Values	Portfolio filter without opening Deposits first — pairs with lifecycle card
Handling a Late Payment — Step 1	Contrast deposit shortfall vs rent In Debt before collections outreach

Symptom	Likely cause	Fix
Amber badge on Payment Plan rent line	Rent collections mesh	Open booking Deposit tab — security deposit, not scheduled rent
Partial paid lifecycle card shows zero rows	Toolbar date range excludes stay	Deposit missing on Finance Deposits — clear range first
Ready To Refund toggle disabled at departure	Rent/fee arrears on Payment Plan	Check-out collections before refund — not deposit shortfall alone
Mark as Disputed attempted on shortfall deposit	Wrong lifecycle state for dispute	Deposit dispute — collect to Fully Paid first
Deposit shortfall at move-in	Departure inspection mesh	Managing a Check-in — Step 3 — chase remaining before key handover
Confirmation deposit shortfall after go-live	First transfer below Amount	Processing a New Booking — Step 5 — before Step 6 portal gates
Month-end KPI finds deposit shortfalls	Partial paid card not triaged	Portfolio KPI review — Step 7
Lockout-delayed deposit triage	Password recovery delayed catch-up	Resetting a Management User Password — Step 3 → Finance → Deposits Partial paid card
Partially paid badge or partial filter defects	Product defect after self-serve	Using in-app support — Partly collected security deposit — Finance module ticket

Common Workflows — Partly collected security deposit — Hub matrix: deposit Partial paid card vs rent Payment Plan lines
Processing a New Booking — Step 5 — First confirmation deposit shortfall after go-live
Managing a Check-in — Step 3 — Chase remaining before key handover
Handling a Late Payment — Step 1 — Deposit vs rent Partial Paid contrast
Cancelling a Booking — Step 2 / Step 3 — Settlement math on shortfall deposits
Managing a Check-out — Step 3 / Step 5 — Inspection shortfall before Ready to Refund
Bookings — Deposit tab — Amber Partially paid badge and remaining helper
Finance — Deposit lifecycle status cards — Partial paid portfolio card (#2091)
Finance — Deposit status filter — Other filters → Deposit status → Partial paid (#2090)
Glossary — Deposit lifecycle status — depositStatus pill vocabulary
Glossary — Finance Deposits date range — Clear toolbar range when Partial paid card is empty
Glossary — Deposit dispute — Contested retention on Fully Paid deposits — distinct mesh
Common Workflows — Deposit missing on Finance Deposits — Row hidden by default ~3 months window
Check-out collections before refund — Rent In Debt blocks Ready To Refund — distinct from deposit shortfall
Portfolio KPI review — Step 7 — Month-end Partial paid sign-off
Notification triage — Step 4 — Deposit alert row-click opens Deposit tab
Payment Allocation — Partly collected security deposit — Two-layer deposit allocation model
FAQ — Partly collected security deposit hub — Symptom table + per-guide mesh
Glossary — Partly collected security deposit — Short definition and visual quick-reference row
FAQ — Partly collected security deposit — Decision table before bulk Mark all as read

Finance Deposits — Partial paid lifecycle card selected, narrowing rows to partly collected deposits

Booking detail — Deposit tab Initial Deposit row with amber Partially paid badge and remaining helper

Walkthrough: click the Partial paid lifecycle card on Finance → Deposits, open a partly collected row, then review the amber Partially paid badge on the booking Deposit tab.

Finance Deposits date range

Pair with other Glossary hub sections

Finance Deposits date-range vocabulary pairs with Glossary — Deposit lifecycle status, Glossary — Deposit dispute, Glossary — Partly collected security deposit (empty Partial paid card until range clears), and Financial & payments cluster rows. Hub parity: Finance Deposits date range hub · Deposit missing on Finance Deposits hub · Common Workflows — Deposit missing on Finance Deposits · FAQ — Deposit missing on Finance Deposits hub · Managing a Check-out — Step 5. Full pairing matrix: Glossary hub cross-reference.

On Finance → Deposits, the toolbar date range (same control family as Transactions and Payouts) defaults to roughly the last three months through today. A deposit row is included when any of these dates intersects the active window:

Check-in / contract start
Check-out / contract end
Refund Due Date (from your account’s deposit refund limit in Settings → Payments)

The filter does not key off booking creation date. Ended stays whose move-out or refund due date fell before the default window often disappear from the table, status summary card counts, row chips (Mark disputed / Resolve dispute), and Export until you widen from / to or click Clear date range selection on the toolbar.

Surface	Use it for
Finance → Deposits toolbar date range	Default ~3 months window; Clear date range selection widens portfolio triage (`finance-deposits-date-range-toolbar-default.png`, `finance-deposits-date-range-toolbar-cleared.png`)
Finance → Deposits lifecycle row	Status summary card counts scope to the active date window — clear range before month-end sign-off
Finance → Deposits row chips	Mark disputed / Resolve dispute only render on visible rows — widen range before dispute triage on older check-outs
Bookings — Deposit tab	Booking-level deposit data can exist while the Finance portfolio row is hidden by the toolbar filter
Settings → Payments	Refund Due Date on each deposit row derives from your account deposit refund limit

Symptom	Likely cause	Fix
Tenant or unit missing from Deposits after an older move-out	Default ~3 months excludes check-out / Refund Due Date	Clear date range selection or widen from / to, then Search (`finance-deposits-date-range-clear-flow.mp4`)
Mark disputed / Resolve dispute chips missing on Finance	Dispute actions only render on visible rows	Clear or widen the toolbar range before portfolio dispute triage
Lifecycle card counts look too low	Cards scope to the active date window	Clear the range before month-end deposit sign-off — Portfolio KPI review — Step 7
Row visible on booking Deposit but never on Finance	Dates still outside a widened window	Confirm Initial Deposit on booking Deposit; then clear range and search by tenant
Partial paid card empty but booking Deposit shows shortfall	Range excludes the stay — not “no shortfalls”	Clear range first, then Partly collected security deposit
Older move-outs surfaced during lockout catch-up	Delayed refund/dispute triage	Lockout catch-up after password recovery — clear toolbar range before Partial paid card
Support ticket — deposit row missing on Finance	Self-serve triage skipped	Using in-app support — Deposit missing on Finance Deposits before filing

Triage order

When a tenant or unit is missing from Deposits, clear the date range first, then use Search — before assuming the booking has no deposit record. The same rule applies when deposit disputes row actions do not appear for an older check-out.

Common Workflows — Deposit missing on Finance Deposits — Hub matrix: toolbar date range vs booking Deposit tab
FAQ — Deposit missing on Finance Deposits hub — Symptom table + per-guide/module mesh
Glossary — Finance Deposits date range — Short definition and visual quick-reference row
FAQ — Deposit missing on Finance Deposits — Step-by-step answer with dispute chip triage
Finance — Deposits tab — Portfolio refund queue and Export
Managing a Check-out — Step 5 — Clear range before Ready to refund triage
Glossary — Deposit dispute — Mark disputed / Resolve dispute when range hides older check-outs
Glossary — Partly collected security deposit — Empty Partial paid card until range clears
Common Workflows — Lockout catch-up after password recovery — Delayed older move-out triage after password recovery
Portfolio KPI review — Step 7 — Month-end deposit sign-off
Managing a Check-out — Deposit missing on Finance Deposits — Canonical Step 5 refund triage after clearing range
Processing a New Booking — Deposit missing on Finance Deposits — Confirmation deposit on Deposit tab after Step 5
Managing a Check-in — Deposit missing on Finance Deposits — Move-in deposit triage on Step 3 before Partial paid card
Handling a Late Payment — Deposit missing on Finance Deposits — Widen range before deposit vs rent Partial Paid at Step 1
Notification triage — Deposit missing on Finance Deposits — Payment alert row-click when Finance row is hidden (Step 4)

Finance Deposits — default date range on the toolbar (about the last three months)

Finance Deposits — date range cleared so portfolio triage includes older move-outs

Walkthrough: open Finance → Deposits with the default toolbar range, click Clear date range selection, then review the widened portfolio table.

Date-range toolbar captures refreshed 2026-06-21 00:12 UTC (VIVIN_DOCS_BASE_URL=http://localhost:5173 VIVIN_DOCS_RECORD_API=$VITE_API_BASE_URL npx tsx tools/capture-finance-deposits-date-range-screenshot.ts).

Deposit missing on Finance Deposits

Pair with other Glossary hub sections

Missing-deposit-row vocabulary pairs with Glossary — Finance Deposits date range, Glossary — Deposit lifecycle status, Glossary — Partly collected security deposit (empty Partial paid card until range clears), Glossary — Deposit dispute (Mark disputed / Resolve dispute chips on filtered rows), Lockout catch-up after password recovery hub, and Financial & payments cluster rows. Hub parity: Deposit missing on Finance Deposits hub · Common Workflows — Deposit missing on Finance Deposits · FAQ — Deposit missing on Finance Deposits hub · Finance Deposits date range hub. Full pairing matrix: Glossary hub cross-reference.

A booking can show deposit data on the Deposit tab while Finance → Deposits hides the portfolio row — usually because the toolbar date range (default ~3 months) excludes check-in, check-out, or Refund Due Date. Clear date range selection or widen from / to before refund triage, dispute chips, lifecycle card counts, or Export.

Surface	Use it for
Finance → Deposits toolbar date range	Default ~3 months window — Clear date range selection widens portfolio triage (`finance-deposits-date-range-toolbar-default.png`, `finance-deposits-date-range-toolbar-cleared.png`)
Bookings — Deposit tab	Per-booking Initial Deposit can exist while Finance portfolio row is filtered out
Finance → Deposits lifecycle row	Partial paid / Ready to refund card counts scope to active range — clear before month-end sign-off
Finance → Deposits row chips	Mark disputed / Resolve dispute only on visible rows — widen range for older check-outs
`/notifications` row-click	Payment alert opens booking but Finance row hidden — clear range on Step 4 before mark-read

Symptom	Likely cause	Fix
Row on booking Deposit but missing on Finance → Deposits	Default ~3 months toolbar date range	Clear date range selection or widen from / to, then Search (`finance-deposits-date-range-clear-flow.mp4`)
Mark disputed / Resolve dispute chips missing	Dispute actions only render on visible rows	Clear or widen toolbar range before portfolio dispute triage
Lifecycle card counts look too low	Cards scope to the active date window	Clear range before month-end deposit sign-off — Portfolio KPI review — Step 7
Partial paid card empty but booking Deposit shows shortfall	Range excludes the stay — not “no shortfalls”	Clear range first, then Partly collected security deposit
Older move-outs surfaced during lockout catch-up	Delayed refund/dispute triage	Lockout catch-up after password recovery — Clear toolbar range before Partial paid card
Support ticket — deposit row missing on Finance	Self-serve triage skipped	Using in-app support — Deposit missing on Finance Deposits before filing

Common Workflows — Deposit missing on Finance Deposits — Hub matrix and per-guide habit table
FAQ — Deposit missing on Finance Deposits hub — Symptom table + per-guide/module mesh
FAQ — Deposit missing on Finance Deposits — Step-by-step answer with dispute chip triage
Glossary — Finance Deposits date range hub — Intersection rule on check-in / check-out / Refund Due Date
Glossary — Finance Deposits date range — Short definition and visual quick-reference row
Managing a Check-out — Step 5 — Canonical refund triage after clearing range
Glossary — Partly collected security deposit hub — Shortfall vs empty Partial paid card contrast
Glossary — Deposit dispute hub — Dispute freeze when row is hidden by range

Finance Deposits — default date range on the toolbar (about the last three months)

Finance Deposits — date range cleared so portfolio triage includes older move-outs

Walkthrough: booking Deposit tab shows deposit data → Finance → Deposits default toolbar range with tenant search (row hidden) → Clear date range selection → portfolio row appears.

Pair with other Glossary hub sections

Row-click vocabulary pairs with Glossary — Payment notification (operator), Glossary — Pending manual in-payment (Finance), Notification row-click navigation, Payment alert to receivables triage, Confirmation alert triage, and Notifications & messaging cluster rows. Hub parity: Notification row navigation hub · Common Workflows — Notification row-click navigation · FAQ — Notification row-click navigation hub. Full pairing matrix: Glossary hub cross-reference.

On /notifications, row click marks unread then navigates using the first match among backend fields — distinguish this from Dashboard bell General rows that open in-panel detail.

Surface	Row-click behaviour	Best for
`/notifications`	Opens `link`, then `bookingId`, `tenantId`, `listingId`, `propertyId` (first match)	Payment alerts, ticket pings, search and All / Unread / Read filters
Dashboard bell — General	Opens Notification detail in-panel; rarely jumps to Bookings	Quick scan of recent events on desktop
Dashboard bell — Inbox	Follows `link` to `/inbox` or booking Communication	WhatsApp / inbox message pings
Mobile	Bell hidden — bookmark `/notifications`	Same row-click navigation as desktop full page

Target field	Typical outcome
`bookingId`	Opens booking detail sidebar on Bookings (`/bookings/list/:id`)
`tenantId`	Opens tenant profile on Tenants
`listingId`	Opens unit editor on Listings
`propertyId`	Opens property editor on Listings
`link`	Follows backend deep link (for example Inbox or Communication)
(none set)	Marks read when applicable; you stay on the inbox

Symptom	Likely cause	Fix
Bell General row did not open Bookings	In-panel detail is default	Use `/notifications` for row-click triage
Pending manual in-payment alert will not clear	Receipt still pending on ledger	Row-click → Transactions → Approve — Pending manual in-payment (Finance)
Payment overdue row opened booking but debt unclear	Alert deep-linked reservation only	Payment Plan / Debt Aging — Payment alert to receivables triage
`New WhatsApp message from …` on `/notifications`	Message alert mixed with payment rows	Bell Inbox sub-tab or Tools → Inbox — WhatsApp per-booking messaging hub
Row-click opened booking but Communication / Tickets red	Tab-scoped fetch failure	Booking detail sidebar tab load failures — header Refresh
Deep link opens empty or 404	Target entity archived or deleted	Deep Links — Broken entity deep links
Bulk Mark all as read before triage	Skipped row-click on actionable alerts	Notification triage — Step 4 before Step 5

Glossary — Notification row navigation — Definition and target-field order
FAQ — Notification row-click navigation hub — Symptom table + per-guide/module mesh
FAQ — Notification row-click navigation — Target field order (link → bookingId → tenantId)
Common Workflows — Notification row-click navigation — Hub matrix (notifications-module-row-click-target.png, notifications-row-navigation-flow.mp4)
Notifications module — Open the related booking — Canonical /notifications behaviour
Bookings — Notification row-click navigation — Sidebar opened from payment alerts
Finance — Notification row-click navigation — Alert-driven Transactions entry
Dashboard — Notifications bell (desktop) — Bell General vs /notifications
Deep Links — Notifications — Bookmark /notifications on mobile
Glossary — Payment notification (operator) — Payment received / payment overdue / Pending manual in-payment row types
Glossary — Payment notification (operator) hub — Email/in-app opt-in layers
Common Workflows — Pending manual receipt approval — Pending manual in-payment row-click
Common Workflows — Payment alert to receivables triage — Payment overdue mesh
Common Workflows — Confirmation alert triage — Upcoming Booking created / Payment received
Common Workflows — WhatsApp per-booking messaging — Message alerts with link
Notification triage — Step 4 — Row-click before bulk mark-read
Handling a Late Payment — Step 1 — Payment overdue follow-through
Notifications — Notification row-click navigation — Canonical /notifications row-click pairing (notifications-module-row-click-target.png)
Dashboard — Notification row-click navigation — Bell General vs full /notifications row-click
Bookings — Notification row-click navigation — Booking sidebar when alert carries bookingId
Finance — Notification row-click navigation — Alert-driven Transactions entry
Tenants — Notification row-click navigation — Tenant profile when alert carries tenantId
Listings — Notification row-click navigation — Property or unit sidebar when alert carries listingId or propertyId
Inbox — Notification row-click navigation — Bell Inbox link deep-link vs General row-click
Utilities — Notification row-click navigation — Overage payment overdue alerts after bill cycle
Operations — Notification row-click navigation — Turnover-week alerts that row-click into Bookings first
Sales — Notification row-click navigation — Channel-import alerts before Multicalendar review
Analytics — Notification row-click navigation — Month-range KPI charts after row-click opens booking context
AI Chat — Notification row-click navigation — Verify assistant-cited alerts by row-click before operational follow-up
Audit — Notification row-click navigation — Discounts / Manual Blocks month-end review after row-click
Legacy /properties URLs — Notification row-click navigation — Legacy bookmarks that land in Listings during alert triage
Booking engine details — Notification row-click navigation — Engine-sourced alerts before Full integration payload edits

Notifications module — inbox row ready to open the related booking

Bookings — detail opened after clicking a payment notification row on /notifications

Walkthrough: click a payment alert on /notifications, land on the related booking, then return to clear unread.

Payment notification (operator)

Pair with other Glossary hub sections

Operator payment alert vocabulary pairs with Glossary — Notification row navigation hub, Glossary — Pending manual in-payment (Finance), Glossary — Notification row navigation, Payment alert to receivables triage, Confirmation alert triage, and Notifications & messaging cluster rows. Full pairing matrix: Glossary hub cross-reference.

Email and in-app alerts tell operators when tenant money lands or balances fall behind. Three in-app row families often confuse triage — distinguish them before bulk mark-read on /notifications.

Surface	Use it for
Preferences → Notifications & Emails	Account Receive payment notifications master — required before any recipient gets mailbox email
Personal Settings → Your email preferences	Per-user Payment notification emails — same toggle gates your email and whether you join the in-app payment-row audience (`/settings/personal`)
Preferences → In-app notifications → Payments	Account master for Payments category rows on the Dashboard bell and `/notifications`
Personal Settings → Your in-app notifications → Payments	Per-user opt-out (default On) — turn Off to hide Payments rows for your session only
`/notifications`	Full history, search, All / Unread / Read filters — canonical row-click navigation (`notifications-module-row-click-target.png`)
Dashboard bell	Recent slide-over — no search; pair with `/notifications` for backlog triage

Row type	Typical summary	Next step
Payment received	`Payment received from tenant …`	Row-click → booking Transactions — Approve when status is still pending (Pending manual receipt approval)
Pending manual in-payment	Operator-recorded receipt still pending	Row-click → Approve payment — Pending manual in-payment (Finance)
Payment overdue	Scheduled charge or balance past due	Payment alert to receivables triage — Ongoing/Ended before Debt Aging

Symptom	Likely cause	Fix
No email when tenant pays	Account or personal opt-in off	Receive payment notifications on Preferences and Payment notification emails on Personal Settings
Email but no in-app row	In-app master or personal opt-out	Preferences → In-app notifications → Payments On + your Payments opt-out On
Teammate missing payment rows	Per-PM audience scoping	They must enable Payment notification emails on `/settings/personal` — rows use `visibleToPropertyManagerIds`
Payment received but Total Debt unchanged	Receipt still pending	Pending manual in-payment (Finance) — not a missing notification
Opened Debt Aging from payment overdue too early	Skipped single-booking triage	Payment alert to receivables triage — row-click → Payment Plan / Transactions first
Upcoming alert treated as collections	Wrong lifecycle band	Confirmation alert triage — contrast Upcoming vs Ongoing/Ended payment overdue

Glossary — Payment notification (operator) — Definition and opt-in layers
FAQ — Payment notification (operator) hub — Symptom table + per-guide/module mesh
FAQ — Payment notifications enabled but no email — Account vs personal toggle triage
FAQ — Payment emails but no in-app row — In-app master + opt-out
FAQ — Pending manual in-payment on /notifications — Third row type vs Payment received
Notifications — Payment received alerts — Row shape and audience scoping
Notifications — Payment overdue alerts — Payments category collections entry
Notifications — In-app notification preferences — Account masters + personal opt-outs (#1862)
Common Workflows — Notification row-click navigation — Alert-driven module entry (notifications-row-navigation-flow.mp4)
Common Workflows — Payment alert to receivables triage — Payment overdue mesh (notifications-row-navigate-to-booking-detail.png)
Common Workflows — Confirmation alert triage — Upcoming Booking created / Payment received
Common Workflows — Pending manual receipt approval — Pending manual in-payment row-click
Notification triage — Step 4 — Row-click before Step 5
Glossary — Pending manual in-payment (Finance) — Amber Pending after Payment received alert
Handling a Late Payment — Step 4b — Approve after payment-received row-click

Notifications module — row-click target on a payment alert opening the related booking

Walkthrough: /notifications row-click opens the related booking before bulk mark-read.

Payment alert to receivables triage

Pair with other Glossary hub sections

Receivables alert vocabulary pairs with Glossary — Payment notification (operator), Glossary — Pending manual in-payment (Finance), Confirmation alert triage, Finance debt receivables triage, and Financial & payments cluster rows. Hub parity: Payment alert to receivables triage hub · Common Workflows — Payment alert to receivables triage · FAQ — Payment alert to receivables triage hub. Full pairing matrix: Glossary hub cross-reference.

Ongoing/Ended payment overdue alerts on /notifications deep-link one booking — triage balance on Payment Plan or Transactions before you open portfolio Debt Aging or start collections outreach. Contrast Upcoming confirmation-week alerts on Confirmation alert triage.

Surface	Use it for
`/notifications` — Payment overdue	Row-click → booking Payment Plan — canonical alert-driven entry (`notifications-row-navigate-to-booking-detail.png`)
Bookings — Payment Plan	Single-booking arrears after alert row-click
Bookings — Transactions	Payment received / Pending manual in-payment alerts — Approve before mark-read
Finance → Overview — Debt Aging	Ranked Top debtors when alert batch needs portfolio context (`finance-overview-income-chart-debt-aging.png`)
Finance → Transactions	Amber Pending chip — clear queue before Debt Aging sign-off (`finance-transactions-pending-pill.png`)
Dashboard — Total Debt	Headline KPI after single-booking triage — not a booking list

Symptom	Likely cause	Fix
Bulk Mark all as read before opening each row	Skipped row-click on actionable alerts	Notification triage — Step 4 — row-click every payment overdue alert first
Payment overdue on `/notifications`	Alert deep-linked reservation only	Row-click → Payment Plan — then Handling a Late Payment — Step 1 or Top debtors
Pending manual in-payment on alert	Receipt still pending on ledger	Transactions → Approve — not Debt Aging until queue clears — Pending manual receipt approval
Payment received from tenant … still unread	Transfer not approved yet	Transactions — confirm ledger → Approve if still pending → Notification triage — Step 5
Total Debt high after alert triage	Amber Pending or duplicate transfers	Finance debt receivables triage — Revert duplicates before collections
Upcoming Booking created / Payment received instead	Confirmation-week alert path	Confirmation alert triage — contrast Upcoming vs Ongoing/Ended payment overdue
Opened Debt Aging from payment overdue too early	Skipped single-booking triage	Row-click → Payment Plan / Transactions first — hub: Common Workflows — Payment alert to receivables triage
Lockout-delayed payment overdue backlog	Password recovery delayed catch-up	Resetting a Management User Password — Step 3 → Notification triage — Steps 4–5

Common Workflows — Payment alert to receivables triage — Hub matrix (notifications-row-navigate-to-booking-detail.png, notifications-row-navigation-flow.mp4, finance-overview-debt-aging-walkthrough-flow.mp4)
FAQ — Payment alert to receivables triage hub — Symptom table + per-guide/module mesh
FAQ — Payment alert to receivables triage — Symptom table before Finance → Overview → Debt Aging
Glossary — Payment notification (operator) — Payment overdue vs Payment received vs Pending manual in-payment
Notification row-click navigation — Row-click on /notifications before Debt Aging
Confirmation alert triage — Contrast Upcoming vs Ongoing/Ended payment overdue
Finance debt receivables triage — Top debtors after single-booking alert triage
Pending manual receipt approval — Clear amber Pending before Top debtors sign-off
Handling a Late Payment — Step 1 — Collections follow-through after row-click
Notification triage — Step 4 — Canonical row-click entry
Bookings — Payment alert to receivables triage — Payment Plan / Transactions on opened booking
Finance — Payment alert to receivables triage — Top debtors when alert batch needs rank
Dashboard — Payment alert to receivables triage — Total Debt KPI after alert row-click
Notifications — Payment alert to receivables triage — Canonical Payments category row-click
Tenants — Payment alert to receivables triage — With Debt cross-check on tenant profile
Operations — Payment alert to receivables triage — Unpaid move-in lines before key handover on Check-in & Check-out
Listings — Payment alert to receivables triage — Property Payments Active portal charges on listing bookings
Utilities — Payment alert to receivables triage — Utility overage lines behind overdue alerts
Sales — Payment alert to receivables triage — Channel-import schedules behind overdue alerts
Analytics — Payment alert to receivables triage — Revenue trend may lag until receivables clear
AI Chat — Payment alert to receivables triage — Validate assistant debt answers after receivables triage
Audit — Payment alert to receivables triage — Discounts review when receivables lag behind goodwill lines
Inbox — Payment alert to receivables triage — payment overdue on General before WhatsApp chase
Legacy /properties URLs — Payment alert to receivables triage — Collections on bookings tied to redirected properties
Booking engine details — Payment alert to receivables triage — Engine-sourced schedules behind overdue alerts

Notifications — row-click from payment alert opens booking detail for balance review

Finance Overview — Debt Aging panel with overdue buckets beside the Income chart

Walkthrough: row-click a payment overdue alert on /notifications, confirm balance on the opened booking, then clear unread in Step 5.

Walkthrough: when alert triage needs portfolio context, expand a Debt Aging bucket and open a booking from Top debtors.

Finance debt receivables triage

Pair with other Glossary hub sections

Receivables surface vocabulary pairs with Glossary — Finance Debt Aging (Finance Overview), Glossary — Uncovered Debt, Glossary — Finance income status (Finance Overview), Payment alert to receivables triage, Pending manual receipt approval, and Financial & payments cluster rows. Hub parity: Finance debt receivables triage hub · Common Workflows — Finance debt receivables triage · FAQ — Finance debt receivables triage hub. Full pairing matrix: Glossary hub cross-reference.

After single-booking alert triage on Payment alert to receivables triage, choose the right portfolio surface on Finance → Overview or post-login / — clear amber Pending receipts and Revert duplicate transfers before Top debtors collections or support escalation.

Surface	Use it for
Dashboard — Total Debt	Post-login headline KPI for ongoing stays — not a booking list (`dashboard-kpi-total-debt-tooltip.png`)
Finance → Overview — Debt Aging	Ranked Top debtors and overdue buckets — canonical collections triage (`finance-overview-debt-aging-expanded-bucket.png`)
Finance → Overview — Income chart	Paid / Scheduled / In debt payment-line modal — month-scoped, not booking rows (`finance-overview-income-status-in-debt-modal.png`)
Finance → Overview — KPI strip	Total Debt, Uncovered Debt, and Manual Payments for all-booking receivables (`finance-overview-kpi-cards.png`)
Finance → Transactions	Amber Pending chip — clear queue before Debt Aging sign-off (`finance-transactions-pending-pill.png`)
`/notifications` row-click	Upstream alert triage before portfolio surfaces — Notification row-click navigation

Symptom	Likely cause	Fix
Total Debt unchanged after Add Payment	Receipt still pending	Pending manual receipt approval — Approve before Debt Aging (`finance-transactions-pending-pill.png`)
Top debtors still high after tenant paid	Duplicate transfer approved	Reject/revert mistaken receipts — Revert duplicate (`bookings-detail-transactions-revert-modal-info-banner.png`)
Opened Income → In debt modal, need booking rows	Wrong surface — payment-line scope	Debt Aging Top debtors — Finance Income status drill-down
Dashboard Total Debt not clickable	Headline only on `/`	Open Finance → Overview for Top debtors and Uncovered Debt
Uncovered Debt ≈ Total Debt	Thin deposit offsets	Prioritize Top debtors — Glossary — Uncovered Debt
Payment overdue alert but portfolio rank needed	Skipped single-booking triage	Payment alert to receivables triage — row-click first, then Debt Aging
Top debtors skewed to one segment	Mixed portfolio in default views	Portfolio segmentation by tenant category — Finance → Other filters → Tenant category
Utility overage In Debt after bill cycle	Rent vs utility scope	Utility overage collections — Contract Values filter, not rent Top debtors alone

Common Workflows — Finance debt receivables triage — Hub matrix (finance-overview-income-chart-debt-aging.png, finance-overview-debt-aging-walkthrough-flow.mp4, dashboard-kpi-total-debt-tooltip.png)
FAQ — Finance debt receivables triage hub — Symptom table + per-guide/module mesh
Glossary — Finance Debt Aging (Finance Overview) — Top debtors and overdue buckets
Glossary — Uncovered Debt — All-time KPI beside Total Debt
Glossary — Finance income status (Finance Overview) — Income → In debt modal vs Top debtors
Payment alert to receivables triage — Single-booking alert triage before portfolio surfaces
Pending manual receipt approval — Clear amber Pending before Top debtors sign-off
Reject/revert mistaken receipts — Revert duplicate transfers before collections
Portfolio segmentation by tenant category — Segment-scoped Top debtors
Handling a Late Payment — Step 1 — Collections follow-through after triage surfaces
Finance — Finance debt receivables triage — Debt Aging Top debtors canonical surface
Dashboard — Finance debt receivables triage — Total Debt headline vs Finance drill-down
Bookings — Finance debt receivables triage — Payment Plan / Contract Values on opened booking
Analytics — Finance debt receivables triage — Revenue trend may lag until receivables clear
Notifications — Finance debt receivables triage — Alert-driven entry before portfolio Debt Aging
Operations — Finance debt receivables triage — Unpaid move-in lines before Top debtors sign-off
Utilities — Finance debt receivables triage — Utility overage In Debt vs rent Top debtors
Sales — Finance debt receivables triage — Channel-import schedules behind high receivables
Tenants — Finance debt receivables triage — With Debt cross-check vs Top debtors
Listings — Finance debt receivables triage — Unit sidebar debt indicators vs portfolio rank
Inbox — Finance debt receivables triage — Tenant debt questions before WhatsApp chase
AI Chat — Finance debt receivables triage — Validate assistant debt answers against Debt Aging
Audit — Finance debt receivables triage — Discounts review when receivables lag

Finance Overview — stacked Income chart with Paid, Scheduled, and In debt segments beside Debt Aging panel

Finance Overview — Debt Aging bucket expanded to show tenant · unit rows for an overdue band

Dashboard — Total Debt KPI card with portfolio debt headline and overdue (>15 days) subtitle

Walkthrough: expand a Debt Aging overdue bucket on Finance → Overview and open a booking from Top debtors.

Walkthrough: compare Total Debt and Uncovered Debt on the KPI strip, rank debtors in Debt Aging, then contrast the month-scoped Income → In debt payment-line modal.

Handling a Late Payment collections

Pair with other Glossary hub sections

Collections vocabulary pairs with Finance debt receivables triage, Payment alert to receivables triage, Pending manual receipt approval, Reject/revert mistaken receipts, Utility overage collections, Check-out collections before refund, Cancellation collections before void, and Financial & payments cluster rows. Hub parity: Handling a Late Payment collections hub · Common Workflows — Handling a Late Payment collections hub · FAQ — Handling a Late Payment collections hub. Full pairing matrix: Glossary hub cross-reference.

Receivables triage surfaces answer “who owes?” — Handling a Late Payment Steps 1–6 answer “what do I do next?” After Finance debt receivables triage or Payment alert to receivables triage, clear amber Pending receipts and Revert duplicate transfers before tenant outreach on Step 3.

Question	Start with receivables triage	Start with collections workflow
Need ranked debtors with days overdue	Finance → Overview → Debt Aging — Finance debt receivables triage	Handling a Late Payment — Step 1 after you pick a booking
Payment overdue alert row-click	Confirm balance on opened booking — Notification row-click navigation	Step 3 outreach after Step 2
Tenant paid but Total Debt unchanged	Pending manual receipt approval — Approve first	Step 4 / Step 4b
Tenant insists they paid twice	Reject/revert mistaken receipts — Revert duplicate	Re-open Debt Aging — not Step 3 until ledger is clean
Month-end Pending collections receipts	Amber Pending chip — Pending manual receipt approval	Step 6b mesh
Segment-wide arrears after self-serve Steps 1–5	Portfolio segmentation by tenant category	Step 6 Vivin support ticket

Surface	Use it for
Finance → Overview — Debt Aging	Ranked Top debtors — canonical triage before Step 1 (`finance-overview-income-chart-debt-aging.png`)
Bookings — Payment Plan	Per-booking In Debt lines after alert row-click (`bookings-detail-payment-plan-tab-schedule.png`)
Bookings — Transactions	Add Payment, Approve payment, Revert on Steps 4–4b (`bookings-detail-transactions-approve-payment-modal.png`)
`/notifications` row-click	Upstream payment overdue alert before portfolio surfaces — Payment alert to receivables triage (`notifications-row-navigate-to-booking-detail.png`)
Finance → Transactions	Amber Pending chip — clear queue before Step 3 (`finance-transactions-pending-pill.png`)
Finance → Deposits	Partial paid deposit shortfall — Partly collected security deposit, not rent collections

Symptom	Triage surface	Collections step
Opened Income → In debt modal, need tenant rows	Debt Aging buckets — not payment-line modal	Step 1
Dashboard Total Debt not clickable	Finance → Overview	Step 1
Balance unclear after alert row-click	Payment Plan / Transactions on sidebar	Step 1 confirm before Step 3
Partly collected deposit, not rent arrears	Finance → Deposits Partial paid card	Partly collected security deposit — not rent collections

Common Workflows — Handling a Late Payment collections hub — Hub matrix (finance-overview-income-chart-debt-aging.png, notifications-row-navigate-to-booking-detail.png, finance-overview-debt-aging-walkthrough-flow.mp4)
FAQ — Handling a Late Payment collections hub — Symptom table + per-guide/module mesh
Handling a Late Payment — Canonical collections workflow (Steps 1–6)
Finance debt receivables triage — Four-surface triage before collections
Payment alert to receivables triage — payment overdue alert before Debt Aging
Pending manual receipt approval — Clear Pending before Top debtors sign-off
Reject/revert mistaken receipts — Revert duplicates before collections outreach
Finance — Handling a Late Payment collections — Debt Aging Top debtors canonical surface
Bookings — Handling a Late Payment collections — Payment Plan / Transactions on opened booking
Dashboard — Handling a Late Payment collections — Total debt KPI headline vs Finance drill-down
Notifications — Handling a Late Payment collections — payment overdue alert row-click before collections
Operations — Handling a Late Payment collections — Turnover-week / move-in arrears during planning
Utilities — Handling a Late Payment collections — Utility overage In Debt contrast
Tenants — Handling a Late Payment collections — With Debt segmentation vs Top debtors
Inbox — Handling a Late Payment collections — Tenant payment disputes on WhatsApp before outreach
Account Settings — Handling a Late Payment collections — Due dates, Approve payments, and alert masters before collections
Invoicing & Payments — Handling a Late Payment collections — Payment deadlines shape Debt Aging timing
Users and roles — Handling a Late Payment collections — Approve payments gates collections Step 4b
Handling a Late Payment — Finance debt receivables triage — Debt Aging on Step 1
Handling a Late Payment — Payment alert to receivables triage — Alert row-click before Step 1
Notification triage — Step 4 — Upstream payment overdue alert path
Portfolio KPI review — Step 7 — Month-end sign-off after collections
Managing a Check-out — Check-out collections before refund — Departure-week arrears before refund
Cancelling a Booking — Cancellation collections before void — Pre-cancel settlement
Entering Monthly Utility Bills — Utility overage collections — Utility In Debt after bill posting
Using in-app support — Finance debt receivables triage — Self-serve triage before filing

Finance Overview — Debt Aging panel with overdue buckets and top debtors for prioritizing late payments

Notifications — row-click from payment alert opens booking detail for Transactions approval

Walkthrough: expand a Debt Aging overdue bucket on Finance → Overview, open a booking from Top debtors, then continue collections on Handling a Late Payment — Step 1.

Walkthrough: open an arrears booking, confirm Payment Plan overdue pills, use Communication for tenant outreach, record a manual receipt via Transaction (Add Payment modal), then approve pending rows when your role allows.

Uncovered Debt

Pair with other Glossary hub sections

Deposit-coverage vocabulary pairs with Glossary — Finance Debt Aging (Finance Overview), Finance debt receivables triage, Glossary — Partly collected security deposit, Glossary — Deposit lifecycle status, Pending manual receipt approval, and Financial & payments cluster rows. Hub parity: Uncovered Debt hub · Common Workflows — Uncovered Debt KPI · FAQ — Uncovered Debt KPI hub. Full pairing matrix: Glossary hub cross-reference.

On Finance → Overview, Uncovered Debt sits on the seven-card KPI strip beside Total Debt — it is the portion of portfolio underpayment not offset by security deposits you still hold. When Uncovered Debt tracks Total Debt closely, deposit cushions are thin — rank Debt Aging Top debtors before rate changes in Sales or bulk notification clears. The Dashboard Total Debt card covers ongoing bookings only and does not show Uncovered Debt.

Surface	Use it for
Finance → Overview — KPI strip	Compare Total Debt vs Uncovered Debt for deposit coverage (`finance-overview-kpi-cards.png`)
Finance → Overview — Debt Aging	Ranked Top debtors when thin deposit offsets need collections priority (`finance-overview-debt-aging-expanded-bucket.png`)
Dashboard — Total Debt	Post-login headline for ongoing stays — not Uncovered Debt (`dashboard-kpi-total-debt-tooltip.png`)
Bookings — Deposit tab	Per-booking deposit collection vs Partial Paid shortfall — distinct from portfolio KPI (`bookings-detail-deposit-tab.png`)
Finance → Deposits	Lifecycle cards when deposit shortfall clusters — pair with Partial paid (`finance-deposits-status-cards.png`)
Finance → Transactions	Amber Pending chip — KPIs lag until Approve (`finance-transactions-pending-pill.png`)

Symptom	Likely cause	Fix
Uncovered Debt ≈ Total Debt	Thin deposit offsets on debtors	Prioritize Top debtors — Finance debt receivables triage (`finance-overview-debt-aging-expanded-bucket.png`)
Looking for Uncovered Debt on `/`	Dashboard shows ongoing Total Debt only	Open Finance → Overview seven-card strip (`finance-overview-kpi-cards.png`)
Total Debt high but Uncovered Debt much lower	Strong deposit cushions held	Collections still possible — focus Top debtors with highest absolute balance
Uncovered Debt unchanged after Add Payment	Receipt still pending	Pending manual receipt approval — Approve before KPI sign-off (`finance-transactions-pending-pill.png`)
Top debtors inflated after tenant paid	Duplicate transfer approved	Reject/revert mistaken receipts — Revert duplicate (`bookings-detail-transactions-revert-modal-info-banner.png`)
Month-end Step 7 debt looks thin on deposits	Ended stays still in Total Debt	Finance → Overview all-booking KPIs — not Dashboard ongoing card alone — Portfolio KPI review — Step 7
Confirmation deposit below Amount	Partial Paid on booking Deposit	Partly collected security deposit — distinct from portfolio Uncovered Debt KPI
Payment overdue alert but coverage rank needed	Skipped single-booking triage	Payment alert to receivables triage — row-click first, then KPI strip compare

Glossary — Uncovered Debt — Short definition and visual quick-reference row
FAQ — Uncovered Debt KPI hub — Symptom table + per-guide/module mesh
FAQ — What is Uncovered Debt on Finance Overview? — Deposit coverage vs Total Debt
Common Workflows — Uncovered Debt KPI — Hub matrix (finance-overview-kpi-cards.png, finance-overview-debt-aging-expanded-bucket.png, finance-uncovered-debt-kpi-triage-flow.mp4)
Common Workflows — Finance debt receivables triage — Four-surface habit after KPI strip compare
Glossary — Finance Debt Aging (Finance Overview) — Top debtors when KPI gap signals thin offsets
Glossary — Partly collected security deposit — Booking-level deposit shortfall vs portfolio KPI
Pending manual receipt approval — Clear amber Pending before month-end KPI sign-off
Reject/revert mistaken receipts — Revert duplicate transfers before Top debtors collections
Handling a Late Payment — Step 1 — Collections follow-through after thin-coverage triage
Portfolio KPI review — Step 7 — Month-end Total Debt vs Uncovered Debt sign-off
Finance — KPI strip — Seven-card strip canonical surface
Dashboard — Finance debt receivables triage — Total Debt headline vs Finance deposit coverage (dashboard-kpi-total-debt-tooltip.png)
Bookings — Deposit tab — Per-booking deposit collection vs portfolio KPI
Bookings — Finance debt receivables triage — Payment Plan on opened booking after KPI compare
Tenants — Finance debt receivables triage — With Debt cross-check vs thin deposit offsets
Analytics — Finance debt receivables triage — Revenue vs receivables when coverage is thin
Notifications — Finance debt receivables triage — Alert-driven entry before KPI strip compare

Finance Overview — seven KPI cards including Total Debt and Uncovered Debt

Finance Overview — Debt Aging bucket expanded to show tenant · unit rows for an overdue band

Dashboard — Total Debt KPI card with portfolio debt headline and overdue (>15 days) subtitle

Walkthrough: compare Total Debt and Uncovered Debt on the Finance → Overview KPI strip, then expand Debt Aging Top debtors when deposit coverage is thin.

Finance Income status drill-down

Pair with other Glossary hub sections

Income status vocabulary pairs with Glossary — Finance income status (Finance Overview), Glossary — Finance Debt Aging (Finance Overview), Finance debt receivables triage, Cash flow forecast drill-down, Pending manual receipt approval, and Financial & payments cluster rows. Hub parity: Finance Income status drill-down hub · Common Workflows — Finance Income status drill-down · FAQ — Finance Income status drill-down hub. Full pairing matrix: Glossary hub cross-reference.

On Finance → Overview, the stacked Income chart splits each calendar month into Paid, Scheduled, and In debt. Click a coloured segment (or a row in its hover tooltip) for a payment-line modal scoped to that month and status — use View booking on a line when you need the reservation sidebar. For booking-level receivables (ranked debtors, days overdue), use the Debt Aging panel on the right — not the payment-line modal alone.

Surface	Use it for
Finance → Overview — Income chart	Paid / Scheduled / In debt segment-click — month-scoped payment-line modal (`finance-overview-income-status-in-debt-modal.png`)
Finance → Overview — Debt Aging	Ranked Top debtors and overdue buckets — booking-level rows (`finance-overview-debt-aging-expanded-bucket.png`)
Finance → Overview — Cash flow forecast	Confirmed collections per period — not status segments (`finance-overview-cash-flow-all-payments-modal.png`)
Dashboard — Cash Flow Forecast	Rent due timing on post-login `/` — not collections or status segments (`dashboard-cash-flow-forecast-chart.png`)
Finance → Transactions	Amber Pending chip — Scheduled / In debt lag until Approve (`finance-transactions-pending-pill.png`)
`/notifications` row-click	Single-booking triage before portfolio segment read — Notification row-click navigation

Symptom	Likely cause	Fix
Opened Income → In debt modal, need ranked debtors	Wrong surface — payment-line scope	Debt Aging Top debtors — Finance debt receivables triage (`finance-overview-debt-aging-expanded-bucket.png`)
Scheduled high but bank shows collections	Status vs cash-history mismatch	Cash flow forecast All payments modal — Cash flow forecast drill-down (`finance-overview-cash-flow-all-payments-modal.png`)
Paid segment disagrees with month-end KPIs	Analytics vs Finance scope drift	Portfolio KPI review — Step 7 (`finance-overview-income-drill-down-flow.mp4`)
Income → In debt unchanged after Add Payment	Receipt still pending	Pending manual receipt approval — Approve before re-reading segments (`finance-transactions-pending-pill.png`)
Income → In debt inflated after tenant paid	Duplicate transfer approved	Reject/revert mistaken receipts — Revert duplicate (`bookings-detail-transactions-revert-modal-info-banner.png`)
Confused rent due with Scheduled segment	Dashboard vs Finance chart mix-up	Glossary — Cash Flow Forecast (Dashboard) — rent due dates, not status segments
Payment overdue alert but segment rank needed	Skipped single-booking triage	Payment alert to receivables triage — row-click first, then Debt Aging or Income segment
Utility overage In Debt in month modal	Rent vs utility scope	Utility overage collections — Contract Values filter, not rent Top debtors alone

Common Workflows — Finance Income status drill-down — Hub matrix (finance-overview-income-chart-debt-aging.png, finance-overview-income-status-in-debt-modal.png, finance-overview-income-drill-down-flow.mp4)
FAQ — Finance Income status drill-down hub — Symptom table + per-guide/module mesh
Glossary — Finance income status (Finance Overview) — Paid / Scheduled / In debt segment definitions
Glossary — Finance Debt Aging (Finance Overview) — Top debtors when payment-line modal is not enough
Finance debt receivables triage — Four-surface habit matrix — Debt Aging vs Income segments
Cash flow forecast drill-down — Collections history — distinct from status segments
Payment alert to receivables triage — Single-booking alert triage before portfolio Income read
Pending manual receipt approval — Scheduled / In debt lag until Approve
Reject/revert mistaken receipts — Revert duplicate transfers before re-reading segments
Portfolio segmentation by tenant category — Segment-scoped Income read on Finance → Other filters
Handling a Late Payment — Step 1 — Collections follow-through after segment triage
Finance — Finance Income status drill-down — Stacked Income chart canonical surface
Dashboard — Finance Income status drill-down — Total Debt headline vs Income segments (dashboard-kpi-total-debt-tooltip.png)
Bookings — Finance Income status drill-down — Payment Plan / Contract Values on opened booking
Analytics — Finance Income status drill-down — Revenue vs Income → Paid reconciliation
Notifications — Finance Income status drill-down — Alert-driven entry before segment read
Operations — Finance Income status drill-down — Move-in charge segment on Income chart
Utilities — Finance Income status drill-down — Utility overage In Debt vs rent segments
Sales — Finance Income status drill-down — Channel-import Scheduled segment
Tenants — Finance Income status drill-down — With Debt vs Income → In debt modal
Listings — Finance Income status drill-down — Unit sidebar debt vs payment-line modal
Inbox — Finance Income status drill-down — Tenant debt questions before segment read
AI Chat — Finance Income status drill-down — Validate assistant Income answers
Audit — Finance Income status drill-down — Discounts when Scheduled inflated

Finance Overview — stacked Income chart with Paid, Scheduled, and In debt segments beside Debt Aging panel

Finance Overview — In debt payment-line drill-down modal for a selected month

Walkthrough: click the red In debt segment on the stacked Income chart to open the month-scoped payment-line modal.

Walkthrough: Paid / Scheduled / In debt segment drill-down on Finance → Overview — payment-line modal, View booking, then contrast Debt Aging Top debtors for month-end Step 7 reconciliation.

Cash flow forecast drill-down

Pair with other Glossary hub sections

Collections-history vocabulary pairs with Glossary — Cash flow forecast (Finance Overview), Glossary — Cash Flow Forecast (Dashboard), Finance Income status drill-down, Finance debt receivables triage, Pending manual receipt approval, and Financial & payments cluster rows. Hub parity: Cash flow forecast drill-down hub · Common Workflows — Cash flow forecast drill-down · FAQ — Cash flow forecast drill-down hub. Full pairing matrix: Glossary hub cross-reference.

On Finance → Overview, the Cash flow forecast chart below Income shows actual cash received per period (confirmed in-payments only — no Scheduled or In debt amounts). Toggle Month vs Day on the chart header. Click a bar to open an All payments drill-down listing every collection in that period — use View booking on a row when you need the reservation sidebar. For status-scoped payment lines (Paid / Scheduled / In debt), use the stacked Income chart above — not the collections chart alone.

Surface	Use it for
Finance → Overview — Cash flow forecast	Month / Day bar-click — All payments modal (`finance-overview-cash-flow-all-payments-modal.png`, `finance-overview-cash-flow-day-view.png`)
Finance → Overview — Income chart	Paid / Scheduled / In debt segment-click — status-scoped payment lines, not collections history (`finance-overview-income-status-in-debt-modal.png`)
Dashboard — Cash Flow Forecast	Rent due timing on post-login `/` — not collections or status segments (`dashboard-cash-flow-forecast-chart.png`)
Finance → Overview — Debt Aging	Ranked Top debtors when you need booking-level receivables, not payment-line lists (`finance-overview-debt-aging-expanded-bucket.png`)
Finance → Transactions	Amber Pending chip — month bars lag until Approve (`finance-transactions-pending-pill.png`)
`/notifications` row-click	Single-booking triage before portfolio collections read — Notification row-click navigation

Symptom	Likely cause	Fix
Bank received cash but Income → Paid looks low	Status vs cash-history mismatch	Cash flow forecast All payments modal — confirmed collections only (`finance-overview-cash-flow-all-payments-modal.png`)
Opened Dashboard Cash Flow Forecast by mistake	Dashboard vs Finance chart mix-up	Finance Cash flow forecast on Finance → Overview — rent due is on `/` (Glossary — Cash Flow Forecast (Dashboard))
Scheduled high but bank shows collections	Looking at status, not cash history	Cash flow forecast bar click — contrast Income segments on Finance Income status drill-down
Month bar missing a transfer tenant insists they paid	Receipt still pending	Pending manual receipt approval — Approve before month bars update (`finance-transactions-pending-pill.png`)
Month-end collections vs Analytics mismatch	Month aggregation hides timing	Day view on Cash flow forecast — Portfolio KPI review — Step 7 (`finance-overview-cash-flow-drill-down-flow.mp4`)
Month bars inflated after tenant paid once	Duplicate transfer approved	Reject/revert mistaken receipts — Revert duplicate before re-reading All payments (`bookings-detail-transactions-revert-modal-info-banner.png`)
Need ranked debtors, not payment-line list	Wrong surface — collections scope	Debt Aging Top debtors — Finance debt receivables triage (`finance-overview-debt-aging-expanded-bucket.png`)
Utility overage payment not visible in rent modal	Rent vs utility scope	Utility overage collections — Contract Values filter, not rent Top debtors alone
Payment received alert but portfolio total unclear	Skipped single-booking triage	Payment alert to receivables triage — row-click first, then Cash flow forecast month bar

Common Workflows — Cash flow forecast drill-down — Hub matrix (finance-overview-cash-flow-all-payments-modal.png, finance-overview-cash-flow-day-view.png, finance-overview-cash-flow-drill-down-flow.mp4)
FAQ — Cash flow forecast drill-down hub — Symptom table + per-guide/module mesh
Glossary — Cash flow forecast (Finance Overview) — Confirmed in-payments per period
Glossary — Cash Flow Forecast (Dashboard) — Rent due timing — not collections history
Finance Income status drill-down — Paid / Scheduled / In debt — distinct from collections history
Finance debt receivables triage — Four-surface habit matrix — Debt Aging when All payments modal is not enough
Payment alert to receivables triage — Single-booking alert triage before portfolio collections read
Pending manual receipt approval — Month bars lag until Approve
Reject/revert mistaken receipts — Revert duplicate transfers before re-reading month bars
Portfolio segmentation by tenant category — Segment-scoped collections on Finance → Other filters
Handling a Late Payment — Step 1 — Collections follow-through after All payments triage
Finance — Cash flow forecast drill-down — Canonical Cash flow forecast chart surface
Dashboard — Cash flow forecast drill-down — Rent due chart vs Finance collections (dashboard-cash-flow-forecast-chart.png)
Bookings — Cash flow forecast drill-down — Transactions Approve before month bars update
Analytics — Cash flow forecast drill-down — Revenue vs All payments reconciliation
Notifications — Cash flow forecast drill-down — Payment received alert-driven collections read
Operations — Cash flow forecast drill-down — Move-in collections timing on Day view
Utilities — Cash flow forecast drill-down — Utility overage collections vs rent Top debtors
Sales — Cash flow forecast drill-down — Channel-import collections vs Income → Paid
Tenants — Cash flow forecast drill-down — With Debt vs portfolio All payments modal
Listings — Cash flow forecast drill-down — Go-live property collections on month bars
Inbox — Cash flow forecast drill-down — Tenant payment questions before collections outreach
AI Chat — Cash flow forecast drill-down — Validate assistant collections answers
Audit — Cash flow forecast drill-down — Discounts when month bars disagree with bank

Finance Overview — Cash flow forecast chart with Month and Day toggle on Finance Overview

Finance Overview — All payments drill-down modal for a selected month bar

Walkthrough: toggle Month / Day on Finance → Overview Cash flow forecast, click a bar to open the All payments modal, then contrast with Income status segments for scheduled vs collected.

Confirmation alert triage

Pair with other Glossary hub sections

Confirmation-week alert vocabulary pairs with Glossary — Pending manual in-payment (Finance), Payment alert to receivables triage, Confirmation to check-in handoff, New inventory to first booking handoff, and Bookings & lifecycle cluster rows. Hub parity: Confirmation alert triage hub · Common Workflows — Confirmation alert triage · FAQ — Confirmation alert triage hub. Full pairing matrix: Glossary hub cross-reference.

Upcoming Booking created / Payment received / Pending manual in-payment alerts on /notifications deep-link one Upcoming booking — finish confirmation gates on Transactions or Contract Info before you bulk Mark all as read. Contrast Ongoing/Ended payment overdue alerts on Payment alert to receivables triage.

Surface	Use it for
`/notifications` — Booking created / Payment received	Row-click → Upcoming booking Transactions or Contract Info — canonical alert-driven entry (`notifications-row-navigate-to-booking-detail.png`)
Bookings — Transactions	Payment received / Pending manual in-payment — Approve payment before mark-read (`bookings-detail-transactions-approve-payment-modal.png`)
Bookings — Contract Info	Booking created alert — portal gates and Tenant category on Upcoming imports
Finance → Transactions	Amber Pending chip on confirmation imports — clear queue before Overview KPI sign-off (`finance-transactions-pending-pill.png`)
Dashboard — notifications bell	Post-login Upcoming alert backlog — use `/notifications` for full triage with search and filters
Operations — Check-in & Check-out	Turnover prep after confirmation receipts approved — not key handover until Managing a Check-in — Step 4

Symptom	Likely cause	Fix
Bulk Mark all as read before opening each row	Skipped row-click on actionable alerts	Notification triage — Step 4 — row-click every Upcoming alert first
Payment received but Payment Plan still unpaid	Transfer still pending on ledger	Processing a New Booking — Step 5b — Approve payment on Transactions
Booking created on already-confirmed stay	Portal gates not finished	Processing a New Booking — Step 6 — not Managing a Check-in — Step 1 until ~7 days out
Pending manual in-payment on Upcoming import	Receipt still pending	Pending manual receipt approval — Approve before Notification triage — Step 5
Ongoing/Ended payment overdue instead	Wrong lifecycle band	Payment alert to receivables triage — contrast Upcoming vs Ongoing/Ended payment overdue
Upcoming payment overdue before void	Pre-cancel settlement needed	Cancelling a Booking — Step 2 — Payment Plan before void
Month-end lingering Pending on confirmation imports	Lingering confirmation receipts	Processing a New Booking — Step 6b during Portfolio KPI review — Step 7
Stale Upcoming after calendar hold cleanup	Hold cleanup left orphan alerts	Manual block hygiene — Step 5 before bulk-clear
Lockout-delayed confirmation backlog	Password recovery delayed catch-up	Resetting a Management User Password — Step 3 → Notification triage — Steps 4–5

Common Workflows — Confirmation alert triage — Hub matrix (notifications-row-navigate-to-booking-detail.png, bookings-detail-transactions-approve-payment-modal.png, notifications-row-navigation-flow.mp4)
FAQ — Confirmation alert triage hub — Symptom table + per-guide/module mesh
FAQ — Confirmation alert triage — Upcoming vs Ongoing symptom table
Glossary — Pending manual in-payment (Finance) — Payment received alert until Approve payments
Payment alert to receivables triage — Contrast Upcoming vs Ongoing/Ended payment overdue
Confirmation to check-in handoff — Downstream Managing a Check-in — Step 1 when alerts quiet ~7 days out
Processing a New Booking — Step 5b / Step 6 — Canonical confirmation gates
Notification triage — Step 4 — Canonical row-click entry
Bookings — Confirmation alert triage — Transactions / Contract Info on Upcoming imports
Finance — Confirmation alert triage — Transactions amber Pending before Overview KPI refresh
Dashboard — Confirmation alert triage — Post-login Upcoming alert backlog on bell
Notifications — Confirmation alert triage — Canonical /notifications row-click
Tenants — Confirmation alert triage — Tenant Info / Category on confirmation-week clusters
Operations — Confirmation alert triage — Turnover prep after confirmation receipts approved
Listings — Confirmation alert triage — Channel import bookings on go-live properties
Utilities — Confirmation alert triage — First bill cycle after go-live alerts
Sales — Confirmation alert triage — Channel-import Upcoming alerts before Channels linking
Analytics — Confirmation alert triage — Upcoming alerts during month-end KPI review
AI Chat — Confirmation alert triage — Assistant-cited confirmation backlog before bulk mark-read
Audit — Confirmation alert triage — Month-end Discounts review after confirmation receipts approved
Inbox — Confirmation alert triage — WhatsApp thread after Payment received row-click
Legacy /properties URLs — Confirmation alert triage — First alerts after legacy redirects land in Listings
Booking engine details — Confirmation alert triage — White-label Upcoming alerts before payload sync

Notifications — row-click from confirmation alert opens booking detail for Transactions approval

Booking detail Transactions — Approve payment confirmation modal

Walkthrough: row-click a confirmation-week payment alert on /notifications, approve on Transactions, then clear unread in Step 5.

Pending manual in-payment (Finance)

Pair with other Glossary hub sections

Pending-receipt vocabulary pairs with Glossary — Payment notification (operator), Glossary — Credit note (payment reject/revert) (invoiced Reject / Revert modals), and Financial & payments cluster rows. Hub parity: Pending manual receipt approval hub · Pending manual in-payment (Finance) hub · Common Workflows — Pending manual receipt approval · FAQ — Pending manual receipt approval hub. Full pairing matrix: Glossary hub cross-reference.

When an operator records a receipt with Add Payment (bank transfer, cash, platform, deposit refund, and other manual rails), the row often stays pending until a user with Approve payments confirms it. This is distinct from payment overdue receivables mesh (Payment alert to receivables triage) and from duplicate-transfer cleanup (Reject/revert mistaken receipts).

Surface	Use it for
Finance → Transactions	Click the amber Pending chip on the All type-summary card for portfolio triage (`finance-transactions-pending-pill.png`)
Bookings — Transactions	Per-row Approve payment on one reservation (`bookings-detail-transactions-approve-payment-modal.png`)
Finance → Overview — Manual Payments	Monthly manual in-payment total including pending — clickable month drill-down is not the approval queue (`finance-overview-manual-payments-drilldown-modal.png`)
`/notifications` — Pending manual in-payment	Alert persists until ledger Approve — row-click opens booking Transactions (Notification row-click navigation)
Dashboard — Total Debt	Headline and >15 days subtitle may lag until Approve — ongoing bookings only
Finance → Transactions — bulk bar	Approve selected / Reject selected — ledger Reject is bulk-only (`finance-transactions-bulk-reject-selected-bar.png`)

Symptom	Likely cause	Fix
Total Debt unchanged after Add Payment	Receipt still pending	Amber Pending chip → Approve payment — Pending manual receipt approval
Manual Payments KPI non-zero but queue unclear	KPI includes pending rows	Triage Finance → Transactions — Overview card opens all manual rails, not pending-only
Pending manual in-payment alert persists on `/notifications`	Ledger not approved yet	Row-click → booking Transactions → Approve — Notification triage — Step 4
Income → Paid / Cash flow forecast bar low	Transfer not approved yet	Finance Income status drill-down / Cash flow forecast drill-down — Approve first
Duplicate bank transfer in amber Pending queue	Wrong-booking or double entry	Reject selected while pending — Reject/revert mistaken receipts (not Approve both)
Reject / Revert modal warns about credit notes	Charge already invoiced	Credit note warning (reject/revert) — clear Not issued credit note queue on Finance → Transactions
Month-end KPIs disagree after lockout	Password recovery delayed catch-up	Lockout catch-up after password recovery + workflow Steps 5b / 6b
Approve payments permission missing	Role lacks Finance tab access	Users and roles — Role Permissions — Finance tabs hidden without Approve payments
Confused with payment overdue alert	Receivables vs pending receipt	Payment alert to receivables triage — Ongoing/Ended overdue vs Pending manual in-payment
Month-end Pending on confirmation imports	Lingering confirmation receipts	Processing a New Booking — Step 6b during Portfolio KPI review — Step 7

Common Workflows — Pending manual receipt approval — Hub matrix when recorded transfers still show pending and KPIs lag until Approve payments
FAQ — Pending manual receipt approval hub — Symptom table + per-guide/module mesh
FAQ — Manual receipt still pending — Three-surface triage table
FAQ — Pending manual in-payment on /notifications — Alert until ledger approval
Payment Allocation — Pending manual approval — Two-layer model and month-end habit
Finance — Pending manual payments — Amber Pending chip on Finance → Transactions
Bookings — Row actions on in-payment rows — Per-row Approve payment on booking Transactions
Notifications — Pending manual in-payments — /notifications row type
Glossary — Payment notification (operator) — Payment received vs Pending manual in-payment row types
Common Workflows — Finance debt receivables triage — Top debtors after Pending queue clears
Common Workflows — Reject/revert mistaken receipts — Reject while pending vs Revert after Approve
Common Workflows — Notification row-click navigation — Alert-driven entry (notifications-row-navigation-flow.mp4)
Processing a New Booking — Step 5b / Step 6b — Confirmation receipts
Handling a Late Payment — Step 4b / Step 6b — Collections receipts
Managing a Check-in — Step 3b — Move-in receipts before key handover
Managing a Check-out — Step 6b — Departure receipts before Ready To Refund
Entering Monthly Utility Bills — Step 4b — Overage receipts after bill posting
Cancelling a Booking — Step 2a — Settlement receipts before Cancel booking
Portfolio KPI review — Step 7 — Month-end Pending sign-off
Month-end invoicing (fixed date) — Save fixed Invoice date after Pending mesh clears
Check-out ledger cleanup before refund — Duplicate departure transfers still pending on Step 6b
Finance — Pending manual receipt approval — Amber Pending chip canonical surface (finance-transactions-pending-pill.png)
Bookings — Pending manual receipt approval — Per-row Approve payment on booking Transactions
Dashboard — Pending manual receipt approval — Total debt KPI lag until approval
Analytics — Pending manual receipt approval — Revenue charts lag until approval
Notifications — Pending manual receipt approval — Pending manual in-payment rows on /notifications
Operations — Pending manual receipt approval — Turnover prep unpaid move-in lines
Utilities — Pending manual receipt approval — Overage lines on Payment Plan still pending
Sales — Pending manual receipt approval — Overview KPIs lag on channel bookings
Tenants — Pending manual receipt approval — With Debt segmentation until approval
Listings — Pending manual receipt approval — Unit sidebar debt indicators lag
Inbox — Pending manual receipt approval — Tenant asks about transfers still pending
AI Chat — Pending manual receipt approval — Assistant debt answers cite pending transfers
Audit — Pending manual receipt approval — Discounts export shows unpaid lines until approval
Legacy /properties URLs — Pending manual receipt approval — Redirected-property bookings still pending
Booking engine details — Pending manual receipt approval — White-label bookings still pending confirmation transfers

Finance Transactions — All card with amber Pending chip active and filtered ledger rows

Finance Overview — Manual Payments KPI beside Total Debt (monthly manual total; triage pending rows on Transactions)

Finance Transactions — bulk selection bar with Approve selected and Reject selected

Walkthrough: Finance → Transactions — amber Pending chip → Approve payment (cancel before saving).

New inventory to first booking handoff

Pair with other Glossary hub sections

First-reservation handoff vocabulary pairs with Glossary — Tenant category, Glossary — Lifecycle check-in email, and First-time setup cluster rows. Hub parity: Common Workflows — New inventory to first booking handoff. Full pairing matrix: Glossary hub cross-reference.

Common Workflows — New inventory to first booking handoff — Hub matrix (listings-module-overview.png, bookings-add-booking-modal.png, workflows-onboarding-property-wizard.mp4)
Onboarding a New Property — Step 7 — Go-live Listings verify
Processing a New Booking — Step 1 / Step 6 — Duplicate check + portal gates
Setup sequence after go-live — Steps 13–15 + Step 7
Confirmation alert triage — First Booking created / Payment received alerts on go-live inventory
Property setup to first arrival handoff — Downstream arrival week ~7 days before move-in
Confirmation to check-in handoff — Portal gates after first booking
Glossary — Tenant category — Portal module visibility on first stay
Listings module — New inventory to first booking handoff — Portfolio verify canonical surface
Bookings module — New inventory to first booking handoff — First Upcoming status tabs / Add booking
FAQ — New inventory to first booking handoff — Symptom table + per-guide mesh

Property setup to first arrival handoff

Pair with other Glossary hub sections

Go-live handoff vocabulary pairs with Glossary — Lifecycle check-in email, Glossary — Tenant category, and First-time setup cluster rows. Hub parity: Common Workflows — Property setup to first arrival handoff. Full pairing matrix: Glossary hub cross-reference.

Common Workflows — Property setup to first arrival handoff — Hub matrix (listings-property-edit-access-lockers-tab.png, workflows-onboarding-property-wizard.mp4, workflows-operations-check-in-out-planning-view.png)
Onboarding a New Property — Step 7 — Go-live Listings verify
Managing a Check-in — Step 1 — Canonical arrival-week entry
New inventory to first booking handoff — Upstream first Upcoming reservation on new inventory
Confirmation to check-in handoff — Downstream portal gates after first booking
Setup sequence after go-live — Steps 13–15 + Step 7
Listings — Access Lockers tab — Building and unit codes before Step 4
Glossary — Lifecycle check-in email — Automatic send gates on first arrival
Glossary — Tenant category — Portal module visibility on first stay
Same-day turnover coordination — Shared-unit first arrival overlap
Listings module — Property setup to first arrival handoff — Portfolio verify + Access Lockers
Operations module — Property setup to first arrival handoff — Check-ins pill + Next 7 days
FAQ — Property setup to first arrival handoff — Symptom table + per-guide mesh

Confirmation to check-in handoff

Pair with other Glossary hub sections

Confirmation-week handoff vocabulary pairs with Glossary — Pending manual in-payment (Finance), Confirmation alert triage, Property setup to first arrival handoff, New inventory to first booking handoff, and Bookings & lifecycle cluster rows. Hub parity: Confirmation to check-in handoff hub · Common Workflows — Confirmation to check-in handoff · FAQ — Confirmation to check-in handoff. Full pairing matrix: Glossary hub cross-reference.

Upcoming portal gates on Processing a New Booking — Step 6 must clear before Managing a Check-in — Step 1 arrival-week planning ~7 days before move-in. Contrast premature key handover with Confirmation alert triage alert-driven entry and Handling a Late Payment — Step 1 on unpaid move-in charges.

Surface	Use it for
Bookings — Contract Info	Portal gates — contract signed, Tenant category, Copy / Impersonate Tenant on Upcoming imports (`bookings-detail-contract-method-of-payments.png`)
Bookings — status tabs	Confirm reservation stays Upcoming with portal-ready checks before arrival week (`booking-lifecycle-status-tabs-flow.mp4`)
Bookings — Contract Info — confirmation/check-in	Read-only Confirmation payments vs Check-in payments timing before handoff (`bookings-detail-contract-info-confirmation-checkin-payments-readonly.png`)
Operations — Check-in & Check-out	Check-ins pill + Next 7 days — canonical arrival-week scan after portal gates (`workflows-operations-check-in-out-planning-view.png`)
Finance → Transactions	Amber Pending on confirmation imports — clear before you trust arrival-week debt reads (`finance-transactions-pending-pill.png`)
Processing a New Booking — Step 6	Canonical upstream portal gate checklist before handoff
Managing a Check-in — Step 1	Canonical downstream arrival-week entry ~7 days before move-in

Symptom	Likely cause	Fix
Started Managing a Check-in — Step 1 weeks early	Handoff before ~7 days out	Finish Processing a New Booking — Step 6 portal gates first — not arrival-week prep until move-in is ~7 days away
Tenant Portal Copy / Impersonate Tenant blocked	Portal gates not finished	Processing a New Booking — Step 6 — contract + Tenant category; escalate via Using in-app support — Confirmation to check-in handoff only after checklist
Contract not signed on Upcoming import	Confirmation workflow incomplete	Step 4 → Step 5 before Managing a Check-in — Step 4
Confirmation bank transfer still Pending	Receipt not approved	Processing a New Booking — Step 5b — distinct from Managing a Check-in — Step 3b move-in receipts
Move-in week but unpaid Payment Plan pills	Unpaid confirmation/move-in charges	Handling a Late Payment — Step 1 before Managing a Check-in — Step 4
Tenant category wrong on portal	Category not set on Tenant Info	Processing a New Booking — Step 2 / Tenant Info before handoff — Glossary — Tenant category
Deposit only partly collected	Deposit shortfall vs rent Partial Paid	Partly collected security deposit — not rent collections mesh
Month-end lingering Pending on confirmation imports	Lingering confirmation receipts	Processing a New Booking — Step 6b during Portfolio KPI review — Step 7
Payment overdue alert before arrival	Upcoming receivables at boundary	Notification triage — Step 4 → Managing a Check-in — Step 3 before keys
Alerts quiet but Operations empty	Handoff timing or wrong lifecycle band	Finish Confirmation alert triage first — then Managing a Check-in — Step 1 when move-in is ~7 days out

Common Workflows — Confirmation to check-in handoff — Hub matrix (bookings-detail-contract-method-of-payments.png, booking-lifecycle-status-tabs-flow.mp4, workflows-operations-check-in-out-planning-view.png)
FAQ — Confirmation to check-in handoff — Symptom table + per-guide/module mesh
FAQ — Processing a New Booking hub — Upstream Steps 5b / 6 portal mesh
FAQ — Managing a Check-in hub — Downstream Steps 1–4 arrival-week mesh
Confirmation alert triage — Upstream alert-driven entry before Step 6
Pending manual receipt approval — Step 5b / Step 3b approval mesh
Property setup to first arrival handoff — Go-live Access Lockers before first arrival
Processing a New Booking — Step 6 / Managing a Check-in — Step 1 — Canonical upstream/downstream steps
Bookings — Confirmation to check-in handoff — Contract Info portal gates on Upcoming rows
Operations — Confirmation to check-in handoff — Check-ins pill + Next 7 days
Finance — Confirmation to check-in handoff — Amber Pending confirmation receipts before handoff
Notifications — Confirmation to check-in handoff — /notifications row-click before arrival week
Dashboard — Confirmation to check-in handoff — Post-login Upcoming backlog before arrival scan
Tenants — Confirmation to check-in handoff — Tenant Info Category before move-in week
Listings — Confirmation to check-in handoff — Go-live property first arrival after Step 7
Sales — Confirmation to check-in handoff — Channel-import Upcoming before Multicalendar turnover
Utilities — Confirmation to check-in handoff — First bill cycle after go-live confirmation handoff
Analytics — Confirmation to check-in handoff — Month-end Upcoming backlog sign-off
AI Chat — Confirmation to check-in handoff — Validate assistant handoff timing
Audit — Confirmation to check-in handoff — Month-end export after confirmation backlog clears
Inbox — Confirmation to check-in handoff — WhatsApp during confirmation week
Legacy /properties URLs — Confirmation to check-in handoff — Redirected inventory first arrival
Booking engine details — Confirmation to check-in handoff — Engine-sourced Upcoming portal gates

Booking detail — Contract Info Method of payments with Tenant Portal copy and Impersonate Tenant

Booking detail — Contract Info, Confirmation payments and Check-in payments (read-only)

Walkthrough: confirm an Upcoming reservation on Bookings status tabs before handing off to arrival-week planning.

Operations — Check-in & Check-out tab with Next 7 days and check-in rows for weekly planning

Confirmation to check-in handoff

Pair with other Glossary hub sections

Confirmation-week handoff vocabulary pairs with Glossary — Pending manual in-payment (Finance) and Bookings & lifecycle cluster rows. Hub parity: Confirmation to check-in handoff hub · Common Workflows — Confirmation to check-in handoff · FAQ — Confirmation to check-in handoff. Full pairing matrix: Glossary hub cross-reference.

Common Workflows — Confirmation to check-in handoff — Hub matrix (bookings-detail-contract-method-of-payments.png, booking-lifecycle-status-tabs-flow.mp4, workflows-operations-check-in-out-planning-view.png)
Glossary — Confirmation to check-in handoff hub — Surface table + per-guide/module mesh reciprocal hub
FAQ — Confirmation to check-in handoff — Symptom table + per-guide mesh for Upcoming portal gates → arrival week
Processing a New Booking — Step 6 — Portal gates on Upcoming imports
Managing a Check-in — Step 1 — Canonical arrival-week entry
Confirmation alert triage — Upstream alert-driven entry before Step 6
Pending manual receipt approval — Step 5b / Step 3b approval mesh
New inventory to first booking handoff — Upstream first Upcoming reservation before portal gates
Property setup to first arrival handoff — Upstream go-live Access Lockers + Step 7 before portal gates
Check-in to check-out handoff — Downstream mid-stay → departure week
Same-day turnover coordination hub — Shared-unit one-day overlap (distinct mesh)
Operations module — Confirmation to check-in handoff — Check-ins pill + Next 7 days
Bookings module — Confirmation to check-in handoff — Contract Info portal gates on Upcoming rows
Processing a New Booking — Confirmation to check-in handoff — Canonical upstream Step 6 portal gates
Managing a Check-in — Confirmation to check-in handoff — Canonical downstream Step 1 arrival planning
Notification triage — Confirmation to check-in handoff — Alert-quiet handoff after Step 5
Handling a Late Payment — Confirmation to check-in handoff — Upcoming move-in shortfall before keys
Cancelling a Booking — Confirmation to check-in handoff — Pre-cancel vs handoff contrast
Managing a Check-out — Confirmation to check-in handoff — Same-unit incoming Upcoming on departure week
Onboarding a New Property — Confirmation to check-in handoff — First arrival after go-live Step 7
Portfolio KPI review — Confirmation to check-in handoff — Month-end Upcoming backlog sign-off
Manual block hygiene — Confirmation to check-in handoff — Stale Upcoming after hold cleanup
Entering Monthly Utility Bills — Confirmation to check-in handoff — Bill-cycle confirmation Pending mesh
Resetting a Management User Password — Confirmation to check-in handoff — Lockout-delayed catch-up mesh
Using in-app support — Confirmation to check-in handoff — Portal Copy / Impersonate guard defects
FAQ — Confirmation to check-in handoff — Symptom table + per-guide mesh

Check-in to check-out handoff

Pair with other Glossary hub sections

Mid-stay handoff vocabulary pairs with Glossary — Same-day turnover, Confirmation to check-in handoff, Check-out final utilities handoff, Check-out collections before refund, and Bookings & lifecycle cluster rows. Hub parity: Check-in to check-out handoff hub · Common Workflows — Check-in to check-out handoff · FAQ — Check-in to check-out handoff. Full pairing matrix: Glossary hub cross-reference.

Managing a Check-in Step 4 hands over keys and the stay becomes Ongoing — Managing a Check-out Step 1 begins about one week before departure. Contrast premature departure planning with Confirmation to check-in handoff on Upcoming imports and Same-day turnover coordination on shared-unit one-day overlap.

Surface	Use it for
Operations — Check-in & Check-out	Check-outs pill + Next 7 days — canonical departure-week scan (`operations-check-in-out-check-outs-next-7-days.png`)
Bookings — Timeline	Departure bars on Ongoing rows — spot ~7-day window (`bookings-timeline-view.png`)
Bookings — status tabs	Confirm stay is Ongoing after Step 4 before departure planning
Bookings — Payment Plan	Mid-stay rent/fee arrears blocking departure-week refund planning (`bookings-detail-payment-plan-tab-schedule.png`)
`/notifications` row-click	payment overdue on Ongoing stay → booking before Step 1
Managing a Check-in — Step 4	Canonical upstream keys handed over → Ongoing
Managing a Check-out — Step 1	Canonical downstream departure-week entry ~7 days before checkout

Symptom	Likely cause	Fix
Started Managing a Check-out — Step 1 weeks before departure	Handoff before ~7 days out	Finish Managing a Check-in — Step 4 first — departure-week planning ~7 days before checkout
Still running check-in prep on Ongoing stay	Mid-stay workflow not closed	Step 5 confirms Ongoing — then scan Check-outs pill
Operations → Check-in & Check-out empty ~7 days out	Wrong lifecycle band or date range	Switch to Check-outs pill + Next 7 days (`operations-check-in-out-check-outs-next-7-days.png`) — not Check-ins
payment overdue on Ongoing stay at bell	Mid-stay arrears block refund path	Handling a Late Payment — Step 1 before Managing a Check-out — Step 5
Deposit only partly collected at move-in	Deposit shortfall vs rent Partial Paid	Partly collected security deposit — chase before Step 4
Same-day turnover on shared unit	One-day overlap mesh	Same-day turnover coordination hub — outgoing Step 2 before incoming Step 4
Booking still Ongoing after departure day	Check-out workflow incomplete	Managing a Check-out — Step 7 — not more check-in prep
Month-end Ongoing entering departure week	Sign-off backlog	Portfolio KPI review — Step 7 → Check-outs pill
Lockout-delayed departure-week planning	Password recovery catch-up	Resetting a Management User Password — Step 3 → hub Lockout catch-up after password recovery
Support ticket asks when to switch workflows	Self-serve triage skipped	Using in-app support — Check-in to check-out handoff before filing

Common Workflows — Check-in to check-out handoff — Hub matrix (operations-check-in-out-check-outs-next-7-days.png, bookings-timeline-view.png)
FAQ — Check-in to check-out handoff — Symptom table + per-guide/module mesh
FAQ — Managing a Check-in hub — Upstream Steps 1–4 arrival-week mesh
FAQ — Managing a Check-out hub — Downstream Steps 1–7 departure-week mesh
Confirmation to check-in handoff — Upstream Upcoming portal gates before mid-stay
Same-day turnover coordination hub — Shared-unit one-day overlap (distinct mesh)
Check-out final utilities handoff — Final overages before Step 5
Check-out collections before refund — Rent/fee In Debt on departure booking
Managing a Check-in — Step 4 / Managing a Check-out — Step 1 — Canonical upstream/downstream steps
Operations — Check-in to check-out handoff — Check-outs pill + Next 7 days
Bookings — Check-in to check-out handoff — Timeline departure bars on Ongoing rows
Finance — Check-in to check-out handoff — Departure-week Contract Values / Transactions review
Notifications — Check-in to check-out handoff — /notifications payment overdue on Ongoing stays
Dashboard — Check-in to check-out handoff — Post-login Ongoing departure-week backlog
Tenants — Check-in to check-out handoff — Ongoing tenant profiles entering departure week
Listings — Check-in to check-out handoff — Unit calendar departure bars on Ongoing stays
Sales — Check-in to check-out handoff — Channel Ongoing departures on Multicalendar
Utilities — Check-in to check-out handoff — Missing departure-week bills before refund
Inbox — Check-in to check-out handoff — Departure-week WhatsApp threads
Analytics — Check-in to check-out handoff — Month-end Ongoing entering departure week
AI Chat — Check-in to check-out handoff — Validate assistant mid-stay → departure-week timing
Audit — Check-in to check-out handoff — Month-end export after departure-week backlog clears
Legacy /properties URLs — Check-in to check-out handoff — Redirected inventory Ongoing departures
Booking engine details — Check-in to check-out handoff — Engine-sourced Ongoing departure planning

Operations — Check-in & Check-out tab, Check-outs pill with Next 7 days and grouped departure rows

Bookings Timeline — Week scale with departure and arrival bars on one unit row

Walkthrough: Operations → Check-in & Check-out Check-outs pill + Next 7 days → Bookings → Timeline Week departure bar → return to Check-outs planning (Managing a Check-out — Step 1).

Check-in to check-out handoff

Pair with other Glossary hub sections

Mid-stay handoff vocabulary pairs with Glossary — Same-day turnover and Bookings & lifecycle cluster rows. Hub parity: Check-in to check-out handoff hub · Common Workflows — Check-in to check-out handoff · FAQ — Check-in to check-out handoff. Full pairing matrix: Glossary hub cross-reference.

Common Workflows — Check-in to check-out handoff — Hub matrix (operations-check-in-out-check-outs-next-7-days.png, bookings-timeline-view.png, check-in-to-check-out-handoff-flow.mp4)
Glossary — Check-in to check-out handoff hub — Surface table + per-guide/module mesh reciprocal hub
Managing a Check-in — Step 4 — Keys handed over → departure planning
Managing a Check-out — Step 1 — Canonical departure-week entry
Confirmation alert triage — Upstream Processing a New Booking — Step 6 before mid-stay
Confirmation to check-in handoff — Upstream Upcoming portal gates before mid-stay
Same-day turnover coordination hub — Shared-unit one-day overlap (distinct mesh)
Check-out final utilities handoff — Final overages before Step 5
Check-out collections before refund — Rent/fee In Debt on departure booking
Operations module — Check-in to check-out handoff — Check-outs pill + Next 7 days
Bookings module — Check-in to check-out handoff — Timeline departure bars on Ongoing rows
Processing a New Booking — Check-in to check-out handoff — Ongoing stay departure planning after Step 6
Managing a Check-in — Check-in to check-out handoff — Step 4 keys handed over → Managing a Check-out Step 1
Managing a Check-out — Check-in to check-out handoff — Canonical departure-week entry (Step 1)
Notification triage — Check-in to check-out handoff — payment overdue on Ongoing stay row-click (Step 4)
Handling a Late Payment — Check-in to check-out handoff — payment overdue on Ongoing stay ~7 days from departure (Step 1)
Cancelling a Booking — Check-in to check-out handoff — Freed unit lifecycle after Step 5 (not voided-stay check-out mesh)
Onboarding a New Property — Check-in to check-out handoff — First Ongoing stay departure planning after Step 7 go-live
Portfolio KPI review — Check-in to check-out handoff — Month-end Ongoing entering departure week (Step 7)
Manual block hygiene — Check-in to check-out handoff — Ongoing past departure day after Step 5 hold cleanup
Entering Monthly Utility Bills — Check-in to check-out handoff — Missing departure-week bills (Step 5)
Resetting a Management User Password — Check-in to check-out handoff — Lockout-delayed departure-week planning after Step 3
Using in-app support — Check-in to check-out handoff — Self-serve mid-stay → departure-week triage before filing tickets
FAQ — Check-in to check-out handoff — Symptom table + per-guide mesh

Lockout catch-up after password recovery

Pair with other Glossary hub sections

Lockout mesh vocabulary pairs with Setup sequence after go-live, Pending manual in-payment (Finance), Notification row navigation hub, Payment alert to receivables triage, Confirmation alert triage, Finance debt receivables triage, Directory list load failures hub, Booking sidebar tab load failures hub, and FAQ — Management Account Access. Hub parity: Lockout catch-up after password recovery hub · Common Workflows — Lockout catch-up after password recovery · FAQ — Lockout catch-up after password recovery hub. Full pairing matrix: Glossary hub cross-reference.

After Resetting a Management User Password — Step 3, operational backlog accumulated during sign-in lockout still needs triage — alerts on /notifications, amber Pending receipts, portal gates, month-end KPIs, and directory load failures are common. Canonical ordered mesh: Getting Started — Lockout catch-up after password recovery.

Surface	Use it for
Login — Reset your password	Self-service recovery before catch-up (`workflows-login-reset-password-link.png`)
`/notifications` row-click	Alert backlog triage — route payment overdue vs Upcoming before bulk mark-read (`notifications-row-navigate-to-booking-detail.png`)
Finance → Transactions	Amber Pending chip — Total Debt / In debt lag until Approve (`finance-transactions-pending-pill.png`)
Finance → Overview	Month-end Total Debt / Debt Aging sign-off after Pending clears (`finance-overview-income-chart-debt-aging.png`, `dashboard-kpi-total-debt-tooltip.png`)
Bookings / Notifications lists	First-fetch Retry when directories fail after lockout — Directory list load failures hub
Bookings → Communication / Tickets tabs	Tab-scoped Refresh when row-click opens booking but one tab is red — Booking sidebar tab load failures hub

Symptom	Likely cause	Fix
Total Debt still high after alert triage	Receipts still pending approval	Pending manual receipt approval — Steps 6b (`finance-transactions-pending-pill.png`); duplicates → Reject/revert mistaken receipts before Debt Aging
Unread payment overdue vs Upcoming alerts mixed	Skipped alert-type routing	Payment alert to receivables triage vs Confirmation alert triage — Notification triage — Step 4
`/notifications` or Bookings will not load	First-fetch directory failure	Directory list load failures hub — Retry before row-click triage
Row-click opened booking but Communication red	Tab-scoped fetch only	Booking sidebar tab load failures hub — header Refresh
Landlord MCP / AI Chat 403	Stale management JWT	Refresh credentials after Step 3 — Landlord MCP — How it connects
Setup wizard blocked mid-sequence	Lockout delayed steps 4–15	Getting Started — Lockout catch-up then Onboarding — Step 7
Partial paid card empty but booking Deposit shows shortfall	Toolbar date range excludes the stay	Deposit missing on Finance Deposits — clear range, then Partly collected security deposit
Month-end KPIs disagree after catch-up	Pending mesh + skipped Step 7	Portfolio KPI review — Step 7 after Pending manual receipt approval

Glossary — Lockout catch-up after password recovery — Short mesh index and per-guide links
FAQ — Lockout catch-up after password recovery hub — Symptom table + per-guide/module mesh
Getting Started — Lockout catch-up after password recovery — Canonical operational backlog mesh
Common Workflows — Lockout catch-up after password recovery — Hub matrix (workflows-login-reset-password-link.png, notifications-row-navigate-to-booking-detail.png, finance-transactions-pending-pill.png)
Resetting a Management User Password — Self-service recovery before catch-up
Notification row navigation hub — /notifications row-click after alert backlog
Pending manual receipt approval — Clear amber Pending before month-end KPI sign-off
Finance debt receivables triage — Total Debt / Top debtors after Pending clears
Directory list load failures hub — Retry when lists fail after lockout
Booking sidebar tab load failures hub — Tab Refresh after row-click

Management sign-in — password reset entry point

Notifications — row-click from payment alert opens booking detail for Transactions approval

Finance Transactions — All card with amber Pending chip active and filtered ledger rows

Walkthrough: sign-in Forgot password? entry → /notifications row-click → Finance → Transactions amber Pending chip → Approve payment (cancel) → Finance → Overview debt sign-off.

Lockout catch-up after password recovery

Pair with other Glossary hub sections

Lockout mesh vocabulary pairs with Setup sequence after go-live, Pending manual in-payment (Finance), Notification row navigation, Common Workflows — Payment alert to receivables triage, Common Workflows — Confirmation alert triage, Common Workflows — Finance debt receivables triage, Directory list load failures, and FAQ — Management Account Access. Hub parity: Lockout catch-up after password recovery hub · Common Workflows — Lockout catch-up after password recovery · FAQ — Lockout catch-up after password recovery hub. Full pairing matrix: Glossary hub cross-reference.

Common Workflows — Lockout catch-up after password recovery — Hub matrix when sign-in was restored mid-setup or mid month-end
Getting Started — Lockout catch-up after password recovery — Canonical operational backlog mesh
Resetting a Management User Password — Self-service recovery before catch-up
Pending manual in-payment (Finance) — Pending receipts in the lockout-delayed month-end mesh
Notification row navigation — /notifications row-click after alert backlog (notifications-row-navigate-to-booking-detail.png)
Common Workflows — Payment alert to receivables triage — Ongoing receivables after lockout (notifications-row-navigation-flow.mp4)
Common Workflows — Confirmation alert triage — Upcoming confirmation alerts (bookings-detail-transactions-approve-payment-modal.png)
Common Workflows — Pending manual receipt approval — Pending mesh after lockout (finance-transactions-pending-pill.png)
Common Workflows — Finance debt receivables triage — Total Debt after Pending clears (finance-overview-income-chart-debt-aging.png, dashboard-kpi-total-debt-tooltip.png)
Common Workflows — Directory list load failures — Retry when lists fail after lockout
Common Workflows — Partly collected security deposit — Deposit shortfalls during catch-up (finance-deposits-lifecycle-partial-paid-card.png)
Common Workflows — Deposit missing on Finance Deposits — Clear toolbar date range for older move-outs (finance-deposits-date-range-clear-flow.mp4)
Confirmation to check-in handoff — Upcoming backlog after lockout before arrival-week scan (workflows-operations-check-in-out-planning-view.png)
Property setup to first arrival handoff — Go-live Access Lockers / empty Check-ins backlog after lockout (listings-property-edit-access-lockers-tab.png)
New inventory to first booking handoff — First Upcoming reservation backlog after lockout (bookings-add-booking-modal.png)
Check-in to check-out handoff — Operations → Check-in & Check-out Check-outs pill after lockout (operations-check-in-out-check-outs-next-7-days.png)
Occupancy KPI to block hygiene handoff — Delayed Analytics Occupancy review after lockout (analytics-kpi-occupancy-tab.png)
FAQ — Phone shows Operations only — Mobile phone user agent locks operators with Operations access to /operations; iPads and narrow desktop browsers keep the full module list

Walkthrough media

Pair with other Glossary hub sections

MP4 clips complement PNG screenshots on workflow and module guides — start at Common Workflows — Walkthrough media. Hub parity: Common Workflows — Walkthrough media. Full pairing matrix: Glossary hub cross-reference.

Common Workflows — Walkthrough media — Canonical MP4 index for step-by-step operator guides
Modules — Module pages with embedded clips (Analytics tab switching, Operations mobile shell, Finance drill-downs)
Account Settings — Settings clips (ChatBot Save, Support new-ticket flow)
Onboarding a New Property — Property wizard MP4 beside setup steps 4–12
Booking lifecycle — Status filters and Timeline MP4 beside lifecycle concepts
Visual quick reference — Illustrated terms that pair with Finance and Analytics MP4 clips

Portfolio segmentation by tenant category

Pair with other Glossary hub sections

Segment vocabulary pairs with Glossary — Tenant category, Glossary — Portfolio filter catalog, Finance debt receivables triage, and Occupancy KPI to block hygiene handoff hub (stale holds vs category-driven dips). Hub parity: Portfolio segmentation by tenant category hub · Common Workflows — Portfolio segmentation by tenant category · FAQ — Portfolio segmentation by tenant category hub. Full pairing matrix: Glossary hub cross-reference.

When KPI drift, collections concentration, or profile hygiene applies to only one tenant segment (corporate, short-stay, or Unassigned), apply Tenant category filters consistently on Bookings → Other filters, Finance → Other filters, and Tenants toolbar — then reconcile in Portfolio KPI review — Step 6. Contrast with Occupancy KPI to block hygiene handoff hub when segment filters look healthy but Occupancy / RevPAR still dip (stale manual holds — not category rules).

Surface	Use it for
Bookings — Other filters	Reservation list or Timeline by segment — full account-wide portfolio filter catalog (`bookings-list-other-filters-tenant-category.png`)
Finance — Tenant category filter	Receivables, deposits, or Contract Values by segment — drawer lists segments on bookings in the Finance cache (`finance-other-filters-tenant-category.png`)
Tenants — Tenant category filter	Profile counts and With Debt badges by segment (`tenants-list-tenant-category-filter.png`)
Settings → Tenant categories	Define segments, portal gates, and default for integration-created tenants
Analytics — Step 6	Month-end segment outlier pass before account-wide rule changes
`/notifications` row-click	Payment alerts cluster on one cohort — add segment filter after Notification row-click navigation

Symptom	Likely cause	Fix
Segment on Bookings but missing on Finance drawer	Finance cache has no rows with that `tenantCategoryId` yet	Load Contract Values or mirror filter on Bookings / Tenants — FAQ — Finance tenant category filter parity
Filter results stale after Tenants → Tenant Info recategorization	Finance caches warming	Wait seconds — Finance tenant category cache refresh (#2088)
Direct booking has wrong portal modules	Add booking has no category field	Assign on Tenant Info before contract mail — FAQ — Assign tenant category for direct booking
Month-end KPIs skewed to one segment	Mixed portfolio in default views	Portfolio KPI review — Step 6 — align filters across modules
Collections concentrated on Unassigned	Integration default not set	Settings > Tenant categories
Top debtors skewed to one segment	Mixed portfolio in default Finance views	Finance debt receivables triage — add Tenant category on Overview / Contract Values first
Segment filters healthy but Occupancy still dips	Stale manual holds — not category rules	Occupancy KPI to block hygiene handoff hub — contrast category-driven vs hold-driven dips
Payment alerts cluster on one cohort	Segment-scoped arrears	`/notifications` row-click → Finance → Other filters → Tenant category before account-wide collections

Common Workflows — Portfolio segmentation by tenant category — Hub matrix (bookings-list-other-filters-tenant-category.png, finance-other-filters-tenant-category.png, tenants-list-tenant-category-filter.png)
FAQ — Portfolio segmentation by tenant category hub — Symptom table + per-guide/module mesh
Glossary — Tenant category — Segment definition, portal gates, and filter catalog
FAQ — Finance tenant category filter parity — Why Finance drawer may omit segments Bookings already lists
FAQ — Assign tenant category for direct booking — Add booking has no category field
Finance tenant category cache refresh — Filter results after Tenants → Tenant Info recategorization (#2088)
Finance debt receivables triage — Segment-scoped Top debtors / Debt Aging
Occupancy KPI to block hygiene handoff hub — Stale holds when segment filters look healthy
Bookings — Portfolio segmentation by tenant category — Other filters Tenant category multi-select
Finance — Portfolio segmentation by tenant category — Other filters cache-built segment drawer
Tenants — Portfolio segmentation by tenant category — Toolbar Tenant category dropdown
Analytics — Portfolio segmentation by tenant category — Ranking segment outlier pass on month-end review
Dashboard — Portfolio segmentation by tenant category — Post-login segment-scoped debt scan
Notifications — Portfolio segmentation by tenant category — Alert batch row-click before segment filter
Settings > Tenant categories — Segment setup and portal module gating

Bookings list — Other filters drawer with Tenant category multi-select and one segment active

Finance Contract Values — Other filters drawer with Tenant category multi-select and one segment active

Tenants — toolbar tenant category filter with one segment active and narrowed directory

Walkthrough: Bookings → Filters → Tenant category (No tenant category) on one property → Finance → Contract Values → Other filters mirror → Tenants toolbar No category filter → Analytics for month-end segment review.

Portfolio segmentation by tenant category

Pair with other glossary clusters

Segment vocabulary pairs with Tenant category and Portfolio filter catalog. Hub parity: Portfolio segmentation by tenant category hub · Common Workflows — Portfolio segmentation by tenant category · FAQ — Portfolio segmentation by tenant category hub. Full pairing matrix: Glossary hub cross-reference.

Common Workflows — Portfolio segmentation by tenant category — Hub matrix when segment filters must align across reservations, receivables, and tenant profiles
Glossary — Portfolio segmentation by tenant category hub — Surface table + per-guide/module mesh reciprocal hub
FAQ — Portfolio segmentation by tenant category hub — Symptom table + per-guide/module mesh
Occupancy KPI to block hygiene handoff — When segment filters look healthy but Occupancy still dips — stale holds, not category rules
Settings > Tenant categories — Define segments, portal gates, and integration defaults
Bookings — Other filters — Tenant category in portfolio Other filters
Finance — Tenant category filter — Ledger segmentation (cache-built option list)
Tenants — Tenant category filter — Directory toolbar dropdown
FAQ — Finance tenant category filter parity — Why Finance may omit segments not yet in the cache (finance-other-filters-tenant-category.png)
Finance tenant category cache refresh — Filter results after Tenants → Tenant Info recategorization (#2088)
Bookings — Other filters — Full catalog Tenant category multi-select (bookings-list-other-filters-tenant-category.png)
Tenants — Tenant category filter — Toolbar dropdown (tenants-list-tenant-category-filter.png)
Glossary — SIMAR water contract ID — SIMAR (Loures e Odivelas) water bills use Cód. Local in Connections — not Nº de Contador; leading zeros stripped (#2110)
FAQ — SIMAR water bill property match — Troubleshoot AI reader + Connections when a SIMAR PDF lands on the wrong property (#2110)
FAQ — WhatsApp and email per booking — Bookings → Communication vs global Inbox when tenant chatbot is enabled
FAQ — Deposit missing on Finance Deposits — Clear the default ~3 months toolbar range before triaging older move-outs
FAQ — Pending manual in-payment on /notifications — Alert persists until Approve payments clears Finance or booking Transactions
FAQ — Dashboard Total Debt subtitle — Post-login Total Debt card headline vs >15 days subtitle; ongoing bookings only
FAQ — Uncovered Debt KPI — Finance Total Debt minus deposit offsets; pair with Debt Aging and In debt drill-down
FAQ — Analytics (KPI workspace) — Portfolio KPIs vs Sales/Listings/Dashboard; load-failure Try again
Glossary — Per-booking maintenance ticket opt-out — Add booking checkboxes skip automatic CI/CO tickets for one reservation only; property rule unchanged (#1140)
FAQ — Skip automatic check-in/out tickets for one booking — Turn off Use unit contract rents and other contract details on the rent step (#1140)
Wrong tenant on a booking — Change tenant vs Delete when profile link is wrong (bookings-detail-change-tenant-modal.png)
Cancel Booking vs Delete Booking — Cancel for real stays with settlement; Delete soft-archives mistaken/test rows (#1897 / #2076)

Pending manual receipt approval

Pair with other Glossary hub sections

Pending receipt vocabulary pairs with Pending manual in-payment (Finance), Payment Allocation, Finance debt receivables triage, and Common Workflows — Reject/revert mistaken receipts (Reject duplicate while pending — not Approve both rows). Hub parity: Pending manual receipt approval hub · Common Workflows — Pending manual receipt approval · FAQ — Pending manual receipt approval hub. Full pairing matrix: Glossary hub cross-reference.

Common Workflows — Pending manual receipt approval — Hub matrix (finance-transactions-pending-pill.png, bookings-detail-transactions-approve-payment-modal.png, finance-transactions-pending-approve-flow.mp4)
Glossary — Pending manual in-payment (Finance) — Definition and three-surface triage
Finance debt receivables triage — Top debtors after Pending queue clears — not Debt Aging alone
Finance Income status drill-down — Scheduled / In debt lag until Approve
Cash flow forecast drill-down — Month bars lag until Approve (finance-transactions-pending-pill.png)
Payment alert to receivables triage — Contrast payment overdue vs Pending manual in-payment
Notification row-click navigation — Row-click on /notifications before Approve
Payment Allocation — Two-layer model and month-end approval habit
Common Workflows — Reject/revert mistaken receipts — Reject while pending vs Revert after Approve (finance-transactions-bulk-reject-selected-bar.png, bookings-payment-row-actions-flow.mp4)
Lockout catch-up after password recovery — Pending mesh accumulated during sign-in outage
Month-end invoicing (fixed date) — Save fixed Invoice date after Pending mesh clears
Cancellation collections before void — Step 2a settlement receipt mesh before Cancel booking
Utility overage collections — Step 4b overage receipt mesh before collections outreach
Finance module — Pending manual receipt approval — Amber Pending chip canonical surface
Bookings module — Pending manual receipt approval — Per-row Approve payment on booking Transactions
Dashboard module — Pending manual receipt approval — Total debt KPI lag until approval
Analytics module — Pending manual receipt approval — Revenue charts lag until approval
Notifications module — Pending manual receipt approval — Pending manual in-payment rows on /notifications
Operations module — Pending manual receipt approval — Turnover prep unpaid move-in lines
Utilities module — Pending manual receipt approval — Overage lines on Payment Plan still pending
Sales module — Pending manual receipt approval — Overview KPIs lag on channel bookings
Tenants module — Pending manual receipt approval — With Debt segmentation until approval
Listings module — Pending manual receipt approval — Unit sidebar debt indicators lag
Inbox module — Pending manual receipt approval — Tenant asks about transfers still pending
AI Chat module — Pending manual receipt approval — Assistant debt answers cite pending transfers
Audit module — Pending manual receipt approval — Discounts export shows unpaid lines until approval
Legacy /properties URLs — Pending manual receipt approval — Redirected-property bookings still pending
Booking engine details — Pending manual receipt approval — White-label bookings still pending confirmation transfers
Processing a New Booking — Pending manual receipt approval — Confirmation receipts on Step 5b / Step 6b
Handling a Late Payment — Pending manual receipt approval — Collections receipts on Step 4b / Step 6b
Cancelling a Booking — Pending manual receipt approval — Settlement receipts on Step 2a / Step 6b
Managing a Check-in — Pending manual receipt approval — Move-in receipts on Step 3b / Step 6b
Managing a Check-out — Pending manual receipt approval — Departure receipts on Step 6b
Entering Monthly Utility Bills — Pending manual receipt approval — Overage receipts on Step 4b
Portfolio KPI review — Pending manual receipt approval — Month-end Pending mesh on Step 7
Notification triage — Pending manual receipt approval — Pending manual in-payment alert triage on Step 4
Manual block hygiene — Pending manual receipt approval — Pending mesh during Step 5
Onboarding a New Property — Pending manual receipt approval — First confirmation receipts after go-live
Using in-app support — Pending manual receipt approval — Approve payments permission defects
Resetting a Management User Password — Pending manual receipt approval — Lockout catch-up after Step 3
Glossary — Pending manual receipt approval hub — Surface table + per-guide/module mesh reciprocal hub
FAQ — Pending manual receipt approval hub — Symptom table + per-guide mesh

Reject/revert mistaken receipts

Pair with other Glossary hub sections

Receipt-cleanup vocabulary pairs with Glossary — Credit note (payment reject/revert), Glossary — Credit note warning (reject/revert) (modal banners and Not issued credit note queue), Glossary — Pending manual in-payment (Finance), and Financial & payments cluster rows. Hub parity: Reject/revert mistaken receipts hub · Common Workflows — Reject/revert mistaken receipts · FAQ — Reject/revert mistaken receipts hub. Full pairing matrix: Glossary hub cross-reference.

Four ledger corrections share the same Transactions surfaces — pick the action that matches receipt status and whether Finance already invoiced the charge:

Question	Start here	Notes
Duplicate still pending (never approved)	Reject payment on booking Transactions, or Reject selected on Finance → Transactions	Ledger Reject is bulk-only — no per-row reject icon on Finance
Duplicate already approved	Revert payment on booking Transactions or Finance row menu	Rolls allocations and balances back
Wrong row, not yet invoiced	Delete payment on Finance → Transactions when enabled	Disabled for vIBAN / provider platform or invoiced allocations
Reject / Revert on an invoiced charge	Finance → Transactions — Not issued credit note filter → Issue credit notes (N)	Red / blue modals reference this queue — not a spreadsheet

Surface	Use it for
Bookings — Transactions	Per-row Reject payment / Revert payment on one reservation (`bookings-detail-transactions-reject-modal-credit-note-banner.png`)
Finance → Transactions — bulk bar	Reject selected — ledger Reject is bulk-only (`finance-transactions-bulk-reject-selected-bar.png`)
Finance → Transactions — invoice filter pills	Not issued credit note lists reversals still needing provider push
`/notifications` row-click	Duplicate Payment received alert → booking Transactions before Approve both rows
Finance → Contract Values	Top debtors inflated by duplicate — confirm pair on Transactions, not collections outreach

Symptom	Likely cause	Fix
Duplicate bank transfer still pending	Never approved — same ledger state as Pending manual receipt approval	Reject payment / Reject selected — do not Approve
Duplicate already approved	Wrong amount or wrong booking slipped through month-end	Revert payment on booking Transactions or Finance row menu
Delete payment disabled on Finance	vIBAN / provider platform rail or invoiced allocation	Revert or Issue credit notes after reject/revert on invoiced charges
Red / blue modal after Reject / Revert	Finance already invoiced the charge	Not issued credit note filter → Issue credit notes (N)
Total Debt unchanged after cleanup	Receipt still pending or credit note not issued	Pair Pending manual receipt approval + Finance — Issuing credit notes
Total Debt still high — duplicate never rejected	Both rows approved by mistake	Revert the duplicate — then Finance debt receivables triage re-check Top debtors (`bookings-detail-transactions-revert-modal-info-banner.png`)
Amber Pending chip shows two identical transfers	Duplicate before any Approve	Reject selected on Finance → Transactions — Pending manual receipt approval

Common Workflows — Reject/revert mistaken receipts — Hub matrix (bookings-detail-transactions-reject-modal-credit-note-banner.png, bookings-payment-row-actions-flow.mp4)
FAQ — Reject/revert mistaken receipts hub — Symptom table + per-guide/module mesh
FAQ — Reject or revert an incoming payment — Decision table (Reject vs Revert vs Delete)
Payment Allocation — Correcting mistaken receipts — Two-layer model and modal copy
Credit note warning (reject/revert) — Red/blue modal banners and Not issued credit note queue
Common Workflows — Pending manual receipt approval — Approve legitimate pending rows before Revert on approved duplicates
Common Workflows — Finance debt receivables triage — Re-check Top debtors after Revert
Common Workflows — Bulk Hostkit invoicing — Issue credit notes Hostkit pacing after invoiced Reject / Revert
Check-out ledger cleanup before refund — Departure-week duplicate transfers before Ready To Refund
Cancellation collections before void — Reject / Revert duplicate settlement transfers before Cancel booking
Finance — Reject/revert mistaken receipts — Bulk Reject selected and Not issued credit note queue
Bookings — Reject/revert mistaken receipts — Per-row Reject payment / Revert payment on booking Transactions
Dashboard — Reject/revert mistaken receipts — Total debt inflated until Revert on approved duplicates
Analytics — Reject/revert mistaken receipts — Revenue charts lag until credit-note queue clears
Notifications — Reject/revert mistaken receipts — Duplicate Payment received alert row-click
Operations — Reject/revert mistaken receipts — Turnover prep duplicate transfers
Utilities — Reject/revert mistaken receipts — Overage receipt Reject / Revert modals
Sales — Reject/revert mistaken receipts — Channel booking duplicate transfers
Tenants — Reject/revert mistaken receipts — With Debt segmentation after invoiced Revert
Listings — Reject/revert mistaken receipts — Unit sidebar debt after duplicate cleanup
Inbox — Reject/revert mistaken receipts — Tenant insists they paid once — Revert duplicate
AI Chat — Reject/revert mistaken receipts — Assistant cites Not issued credit note queue
Audit — Reject/revert mistaken receipts — Discounts export after invoiced receipt cleanup
Legacy /properties URLs — Reject/revert mistaken receipts — Redirected-property bookings with invoiced duplicates
Booking engine details — Reject/revert mistaken receipts — White-label confirmation duplicate transfers

Finance Transactions — bulk selection bar with Approve selected and Reject selected

Walkthrough: booking Transactions — open Reject and Revert confirmation modals with credit-note banners (demo cancels each without saving).

Credit note warning (reject/revert)

Pair with other Glossary hub sections

Modal-banner vocabulary pairs with Glossary — Credit note (payment reject/revert), Glossary — Pending manual in-payment (Finance), Glossary — Bulk Hostkit invoicing, Glossary — Invoiced floor (rent) (Invoiced floor (rent) hub), Reject/revert mistaken receipts, and Financial & payments cluster rows. Hub parity: Credit note warning (reject/revert) hub · Common Workflows — Reject/revert mistaken receipts · FAQ — Credit note warning (reject/revert) hub. Full pairing matrix: Glossary hub cross-reference.

When Finance may already have invoiced the charge, Reject payment and Revert payment confirmation modals surface accounting follow-up copy — a red credit note warning on Reject and a blue info banner on Revert. Vivin still rolls back the in-product allocation and creates credit-note reversal rows; the banners cue operators to clear the Not issued credit note queue on Finance → Transactions (or Set manual when accounting handles the nota de crédito outside Vivin).

Surface	Modal / queue behaviour	Best for
Bookings — Transactions	Per-row Reject payment (red banner) or Revert payment (blue info)	One reservation duplicate cleanup (`bookings-detail-transactions-reject-modal-credit-note-banner.png`)
Finance → Transactions — bulk bar	Reject selected opens the same red-banner modal — ledger Reject is bulk-only	Portfolio pending duplicates (`finance-transactions-bulk-reject-selected-bar.png`)
Finance → Transactions — invoice filter pills	Not issued credit note lists reversals still needing provider push	Post-Reject / Revert accounting queue
Finance → Transactions — bulk bar	Issue credit notes (N) — Hostkit pacing like Issue allocation	Month-end reversal batch after invoiced cleanup
Finance — Transaction detail	Issue credit note to provider / Set manual per reversal allocation	One-off reversal when bulk bar is not appropriate

Symptom	Likely cause	Fix
Red banner on Reject payment confirm	Charge may already be invoiced	Proceed if duplicate is wrong — then filter Not issued credit note and Issue credit notes (N)
Blue info on Revert payment confirm	Approved receipt tied to exported invoice	Same queue — Finance — Issuing credit notes
Not issued credit note filter empty after banner	Reversal not created yet or already Issued	Refresh Finance → Transactions; check Issued credit note pill
Issue credit notes batch stays Pending	Hostkit rate limit	Same pacing as Bulk Hostkit invoicing — FAQ — Bulk Hostkit invoicing slow
Delete payment greyed out on Finance row	vIBAN / provider platform or invoiced allocation	Revert instead — banners still apply when invoiced
Rent cut blocked below exported month	Invoiced floor — distinct from receipt cleanup	External credit notes then Issue credit notes — Rent reduction after invoicing · Invoiced floor (rent) hub
Banner on Reject while row still pending	Duplicate never approved	Expected — Reject while pending; queue follow-up only if charge was invoiced before reject

Glossary — Credit note warning (reject/revert) — Short definition and visual quick-reference row
Glossary — Credit note (payment reject/revert) — Full accounting vocabulary and modal copy
FAQ — Credit note warning (reject/revert) hub — Symptom table + per-guide/module mesh
FAQ — Reject or revert an incoming payment — Decision table (Reject vs Revert vs Delete)
Common Workflows — Reject/revert mistaken receipts — Hub matrix (bookings-payment-row-actions-flow.mp4)
Payment Allocation — Correcting mistaken receipts — Two-layer model and banner semantics
Finance — Issuing credit notes (integrated invoicing) — Not issued credit note filter and bulk Issue credit notes
Common Workflows — Bulk Hostkit invoicing — Hostkit pacing after invoiced Reject / Revert
Common Workflows — Pending manual receipt approval — Approve legitimate pending rows before Revert on approved duplicates
Common Workflows — Rent reduction after invoicing — External rent relief → same Issue credit notes queue
Glossary — Pending manual in-payment (Finance) hub — Reject while pending vs invoiced Revert symptom contrast
Portfolio KPI review — Step 7 — Month-end Not issued credit note sign-off
Finance — Issuing credit notes (integrated invoicing) — Not issued credit note filter and bulk Issue credit notes (N) (bookings-detail-transactions-reject-modal-credit-note-banner.png)
Finance — Reject/revert mistaken receipts — Bulk Reject selected opens the same red-banner modal
Bookings — Row actions on in-payment rows — Per-row Reject payment / Revert payment modals
Bookings — Reject/revert mistaken receipts — Booking Transactions duplicate cleanup
Settings > Invoicing — Hostkit invoice series — FR series before Issue credit notes batches
Settings > Integrations — Hostkit API pacing — Rate limits on Issue credit notes like Issue allocation
Notifications — Reject/revert mistaken receipts — Duplicate Payment received alert row-click
Dashboard — Reject/revert mistaken receipts — Total Debt inflated until Revert on approved duplicates
Analytics — Reject/revert mistaken receipts — Revenue charts lag until credit-note queue clears
Tenants — Reject/revert mistaken receipts — With Debt segmentation after invoiced Revert
Sales — Reject/revert mistaken receipts — Channel booking duplicate transfers
Listings — Reject/revert mistaken receipts — Unit sidebar debt after duplicate cleanup
Utilities — Reject/revert mistaken receipts — Overage receipt Reject / Revert modals
Operations — Reject/revert mistaken receipts — Turnover prep duplicate transfers
Inbox — Reject/revert mistaken receipts — Tenant insists they paid once — Revert duplicate
AI Chat — Reject/revert mistaken receipts — Assistant cites Not issued credit note queue
Audit — Reject/revert mistaken receipts — Discounts export after invoiced receipt cleanup
Legacy /properties URLs — Reject/revert mistaken receipts — Redirected-property bookings with invoiced duplicates
Booking engine details — Reject/revert mistaken receipts — White-label confirmation duplicate transfers

Finance Transactions — bulk selection bar with Approve selected and Reject selected

Walkthrough: booking Transactions — open Reject and Revert confirmation modals with credit-note banners (demo cancels each without saving).

Reject/revert mistaken receipts

Pair with other glossary clusters

Receipt cleanup pairs with Pending manual in-payment (Finance) (approve legitimate pending rows before Revert on approved duplicates), Credit note (payment reject/revert), Credit note warning (reject/revert) (modal banners and Not issued credit note queue), and Payment Allocation — Correcting mistaken receipts. Hub parity: Reject/revert mistaken receipts hub · Common Workflows — Reject/revert mistaken receipts · FAQ — Reject/revert mistaken receipts hub. Full pairing matrix: Glossary hub cross-reference.

Common Workflows — Reject/revert mistaken receipts — Hub matrix (bookings-detail-transactions-reject-modal-credit-note-banner.png, bookings-payment-row-actions-flow.mp4)
Glossary — Reject/revert mistaken receipts hub — Surface table + per-guide/module mesh reciprocal hub
FAQ — Reject/revert mistaken receipts hub — Symptom table + per-guide/module mesh
Payment Allocation — Correcting mistaken receipts — Two-layer model, modal copy, and external accounting follow-up
Credit note warning (reject/revert) — Red/blue modal banners when charge may be invoiced
Glossary — Credit note warning (reject/revert) hub — Modal-banner surface table + per-guide/module mesh
Finance module — Row actions on in-payment rows — Bulk Reject selected on Finance → Transactions
Common Workflows — Pending manual receipt approval — Approve legitimate pending rows before Revert (finance-transactions-pending-pill.png)
Bookings module — Row actions on in-payment rows — Per-row Reject payment and Revert payment on booking Transactions
FAQ — Reject or revert an incoming payment — Quick troubleshooting answers
Common Workflows — Finance debt receivables triage — Top debtors after Revert on approved duplicates
Rent reduction after invoicing — Invoiced floor after external credit notes — pair Issue credit notes
Bulk Hostkit invoicing — Issue credit notes Hostkit pacing after invoiced Reject / Revert
Check-out ledger cleanup before refund — Reject / Revert duplicate departure transfers before Ready To Refund
Cancellation collections before void — Reject / Revert duplicate settlement transfers before Cancel booking
Finance module — Reject/revert mistaken receipts — Transactions bulk Reject selected and Not issued credit note queue
Bookings module — Reject/revert mistaken receipts — Booking Transactions duplicate cleanup
Dashboard module — Reject/revert mistaken receipts — Total debt inflated until Revert on approved duplicates
Analytics module — Reject/revert mistaken receipts — Revenue charts lag until credit-note queue clears
Notifications module — Reject/revert mistaken receipts — Duplicate Payment received alert row-click
Operations module — Reject/revert mistaken receipts — Turnover prep duplicate transfers
Utilities module — Reject/revert mistaken receipts — Overage receipt Reject / Revert modals
Sales module — Reject/revert mistaken receipts — Channel booking duplicate transfers
Tenants module — Reject/revert mistaken receipts — With Debt segmentation after invoiced Revert
Listings module — Reject/revert mistaken receipts — Unit sidebar debt after duplicate cleanup
Inbox module — Reject/revert mistaken receipts — Tenant insists they paid once — Revert duplicate
AI Chat module — Reject/revert mistaken receipts — Assistant cites Not issued credit note queue
Audit module — Reject/revert mistaken receipts — Discounts export after invoiced receipt cleanup
Legacy /properties URLs — Reject/revert mistaken receipts — Redirected-property bookings with invoiced duplicates
Booking engine details — Reject/revert mistaken receipts — White-label confirmation duplicate transfers
Processing a New Booking — Reject/revert mistaken receipts — Confirmation duplicates on Step 5b / Step 6b
Handling a Late Payment — Reject/revert mistaken receipts — Collections duplicates on Step 4b
Cancelling a Booking — Reject/revert mistaken receipts — Settlement duplicates on Step 2a
Managing a Check-in — Reject/revert mistaken receipts — Move-in duplicates on Step 3b
Managing a Check-out — Reject/revert mistaken receipts — Departure duplicates on Step 6b
Entering Monthly Utility Bills — Reject/revert mistaken receipts — Overage duplicates on Step 4b
Portfolio KPI review — Reject/revert mistaken receipts — Month-end Revert during Step 7
Notification triage — Reject/revert mistaken receipts — Duplicate Payment received alert row-click (Step 4)
Manual block hygiene — Reject/revert mistaken receipts — Repricing duplicate during Step 5
Onboarding a New Property — Reject/revert mistaken receipts — First confirmation duplicate after go-live
Using in-app support — Reject/revert mistaken receipts — Self-serve before filing tickets
Resetting a Management User Password — Reject/revert mistaken receipts — Lockout-delayed duplicate discovery after Step 3

Key glossary terms

Pair with other glossary clusters

High-traffic definitions pair with Glossary cluster cross-reference and hub parity on FAQ — Key glossary terms and Support — Key glossary terms. Full pairing matrix: Glossary hub cross-reference.

Invoiced floor (rent) — Rent edits blocked below exported invoice totals; full hub: Invoiced floor (rent) hub
Credit note (payment reject/revert) — Reject/revert modals and external accounting follow-up; modal banners: Credit note warning (reject/revert); concept walkthrough: Payment Allocation — Correcting mistaken receipts; workflow hub: Common Workflows — Reject/revert mistaken receipts
Deposit dispute — Contested deposit retention before refund
Partly collected security deposit — Paid above zero but below Amount on security deposit; distinct from rent Partial Paid
Glossary — Change history — Operator-initiated edits on Listings setup and Bookings Changelog; create-time defaults excluded (#2093)
FAQ — Booking Changelog scope — Why create-time defaults do not appear as phantom edits (#2093)
FAQ — Booking Changelog scope — Operator-initiated edits only; create-time defaults excluded (#2093)
Archived booking ledger visibility — Delete Booking hides manual/provider_platform rows on Finance → Transactions; vIBAN and credit card stay visible (#1897)
FAQ — Manual payments after Delete Booking — Troubleshooting when manual rows disappear after soft-archive (#1897)
Cancel Booking vs Delete Booking — Cancel vs Delete decision table (#1897 / #2076)
Provider platform Delete Booking guard — Non-rejected provider platform in-payment blocks Delete Booking until Reject or assign (#2076)
Listings — Property edit sidebar pills — Setup / Full integration / Photos pills on property and unit sidebars (#2082)
Glossary — Finance tenant category cache refresh — Recategorizing a tenant on Tenants → Tenant Info force-refreshes Finance caches so Contract Values, Overview, and Deposits filters match within seconds (#2088)
SIMAR water contract ID — Cód. Local in Connections for SIMAR (Loures e Odivelas) water (#2110)
Per-booking maintenance ticket opt-out — Skip automatic CI/CO tickets on one Add booking (#1140)
FAQ — Skip automatic check-in/out tickets for one booking — Rent-step toggle reveals per-reservation CI/CO checkboxes (#1140)
Archived property — Building-level Archive on Listings; distinct from Delete Booking
Portfolio retirement decisions — Archive property (building) vs Cancel booking vs Delete Booking (reservation soft-archive) — three-way decision table
Deposit lifecycle status — Payment-driven depositStatus pill on booking Deposit tab and Finance → Deposits rows
Finance — Deposit status filter — Other filters → Deposit status multi-select on Bookings and Finance (#2090)
Finance — Deposit lifecycle status cards — Deposit lifecycle status row on Finance → Deposits; click Partial paid for collection shortfalls (#2091)
FAQ — Partly collected security deposit — Portfolio triage when Paid is above zero but below Amount (#2090 / #2091)
FAQ — Partly collected security deposit — Paid above zero but below Amount on booking Deposit; Partial paid card on Finance → Deposits (#2090 / #2091)
Operations — Tickets toolbar search — Paste the full sequential ticket ID (for example S259, T27) in toolbar Search (#2074)
FAQ — Find a ticket by its ID — Prefix letter + number; partial numeric-only queries can mis-rank (#2074)
FAQ — Find a ticket by its ID — Paste the full sequential ticket ID (for example S259, T27) in Operations → Tickets toolbar Search (#2074)
Operations — Property-level ticket search — Property-name matches share the top relevance tier with unit hits; building-scoped rows float first under an active Property filter (#2089)
End-of-Booking cost split — Charge Time → End of Booking splits daily overage across every occupied unit; still-staying roommates stay in the denominator (#2111)
Tenant category — Portal segments, integration defaults, and portfolio filters
Notification row navigation — Dashboard bell and /notifications row-click behaviour
Communication schedule — Emails toolbar calendar for lifecycle outreach
Pending manual in-payment (Finance) — Approval queue before KPIs and Total Debt catch up
Finance Deposits date range — Toolbar default window on Finance → Deposits
Same-day turnover — Shared-unit arrival/departure overlap across check-in/out workflows
Infinite scroll (directory loading) — Scroll-to-load behaviour on large directories
Glossary — Vacant Unit Preference — Include manual blocks counts operator holds as free on Dashboard / Sales vacancy surfaces (#1427)
FAQ — AI token usage — Poll GET /ai-usage / GET /ai-usage/summary with management JWT; landlord_chat + utility_bill_extraction; no management UI screen yet
FAQ — WhatsApp and email per booking — Bookings → Communication tab when tenant chatbot is enabled; Inbox for portfolio-wide triage
FAQ — Finance Income status drill-down hub — Symptom table for segment vs Debt Aging
Glossary — Finance Income status drill-down hub — Surface table + per-guide/module mesh reciprocal hub
FAQ — Finance Income status drill-down — Paid / Scheduled / In debt segment-click habit
FAQ — Cash flow forecast drill-down hub — Symptom table for collections vs Income / Dashboard
Glossary — Cash flow forecast drill-down hub — Surface table + per-guide/module mesh reciprocal hub
FAQ — Cash flow forecast drill-down — Month / Day bar-click habit

Visual quick reference​

Letter-section index​

A​

ADR​

Analytics (KPI workspace)​

Property edit sidebar pills​

Finance tenant category cache refresh​

SIMAR water contract ID​

Per-booking maintenance ticket opt-out​

Archived property​

Archived booking ledger visibility​

B​

Booking​

Booking Tag​

Bot reasoning (audit)​

Bulk Hostkit invoicing​

C​

Finance income status (Finance Overview)​

Cash flow forecast (Finance Overview)​

Change history​

Check-out final utilities handoff​

Check-out collections before refund​

Check-out ledger cleanup before refund​

Cancellation collections before void​

Lifecycle check-in email​

Communication Rules​

Communication schedule​

Effective contract​

Mandatory for contract signing​

Coliving / flex living​

Credit note warning (reject/revert)​

Credit note (payment reject/revert)​

D​

Draft ticket (display status)​

Ticket — linked cash flows​

Deposit lifecycle status​

Deposit refund summary (tenant-facing)​

WhatsApp Genius (operator)​

Deposit dispute​

Partly collected security deposit​

Finance Deposits date range​

Discount (booking)​

E​

End of list​

Infinite scroll (directory loading)​

Export and download failures​

Directory list load failures​

Booking detail sidebar tab load failures​

Settings and profile load failures (toast)​

Notification read actions​

Notification row navigation​

Directory search ranking​

End-of-Booking cost split​

Tenants table expand​

Server-driven search picker​

Server-driven picker (directory select)​

Picker search ranking​

Server-driven picker​

F​

Fixed invoice date reminder​

Fixed invoice date​

Month-end invoicing (fixed date)​

Uncovered Debt​

Finance Debt Aging (Finance Overview)​

G​

Hostkit​

Listing options (management API)​

I​

Impairment loss​

Invoiced floor (rent)​

K​

L​

Lease purpose (booking)​

Listing tag (filter)​

Listing type (filter)​

M​

Management session​

Manual unavailability (manual block)​

N​

Natural numeric sort​

Visual quick reference

Letter-section index

A

ADR

Analytics (KPI workspace)

Property edit sidebar pills

Finance tenant category cache refresh

SIMAR water contract ID

Per-booking maintenance ticket opt-out

Archived property

Archived booking ledger visibility

B

Booking

Booking Tag

Bot reasoning (audit)

Bulk Hostkit invoicing

C

Finance income status (Finance Overview)

Cash flow forecast (Finance Overview)

Change history

Check-out final utilities handoff

Check-out collections before refund

Check-out ledger cleanup before refund

Cancellation collections before void

Lifecycle check-in email

Communication Rules

Communication schedule

Effective contract

Mandatory for contract signing

Coliving / flex living

Credit note warning (reject/revert)

Credit note (payment reject/revert)

D

Draft ticket (display status)

Ticket — linked cash flows

Deposit lifecycle status

Deposit refund summary (tenant-facing)

WhatsApp Genius (operator)

Deposit dispute

Partly collected security deposit

Finance Deposits date range

Discount (booking)

E

End of list

Infinite scroll (directory loading)

Export and download failures

Directory list load failures

Booking detail sidebar tab load failures

Settings and profile load failures (toast)

Notification read actions

Notification row navigation

Directory search ranking

End-of-Booking cost split

Tenants table expand

Server-driven search picker

Server-driven picker (directory select)

Picker search ranking

Server-driven picker

F

Fixed invoice date reminder

Fixed invoice date

Month-end invoicing (fixed date)

Uncovered Debt

Finance Debt Aging (Finance Overview)

G

Hostkit

Listing options (management API)

I

Impairment loss

Invoiced floor (rent)

K

L

Lease purpose (booking)

Listing tag (filter)

Listing type (filter)

M

Management session

Manual unavailability (manual block)

N

Natural numeric sort