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Modules

First-time workspace setup

Complete Getting Started — Recommended Setup Sequence (steps 1–12 on Account Settings tabs per Recommended setup order, then steps 13–15 in Listings, Bookings, and Tenants) and Onboarding a New Property — Step 7 go-live verification before you add operational data at scale in the modules below. Guided walkthrough of settings steps 4–12: Onboarding a New Property. When sign-in was restored mid-setup, see Getting Started — Lockout catch-up after password recovery. Each module sub-guide opens with a First-time workspace setup tip tailored to that module's setup step. Workflow pairing after go-live: Setup sequence after go-live (hub parity: Introduction — Setup sequence after go-live, Account Settings — Setup sequence after go-live, Common Workflows — Setup sequence after go-live, Concepts — Setup sequence after go-live, Glossary — Setup sequence after go-live, FAQ — Setup sequence after go-live, Support — Setup sequence after go-live, API Reference — Setup sequence after go-live).

Finding your way in this section

Skim Shell and navigation for sidebar groups, then open the module row you need or jump to Module cross-reference when one workspace naturally leads into another. Hub subsection map: Modules hub subsection index (module sections + Related subsections). First-time administrators should complete Getting Started — Recommended Setup Sequence (steps 1–12 tab map: Account Settings — Recommended setup order; steps 13–15 Listings, Bookings, Tenants) before daily module work. Underlying models: Concepts (hub: Concepts hub subsection index). Bookmark daily routes from Management Frontend Deep Links. Each module sub-guide opens with a First-time workspace setup tip tailored to that module's setup step and a Finding your way in this guide tip with section anchors Non-linear operator habits (Lockout catch-up, Pending manual receipt approval, Reject/revert mistaken receipts, Partly collected security deposit, Portfolio segmentation by tenant category) have matching Related subsections on every module sub-guide. Full pairing matrix: Module cross-reference.

The Vivin Platform is organized into core modules, each handling a specific area of your property management operations. Click any module below to view its full documentation.

Shell and navigation​

Pair with other Modules hub sections

Shell layout here pairs with Dashboard (default landing KPIs) and Module cross-reference when you need the next workspace after triage. Permission-gated entries (Analytics, Audit, AI Chat, Inbox) are explained in FAQ — Navigation & shortcuts. Full pairing matrix: Module cross-reference.

Every module keeps the same management shell: logo and + Create New at the top of the left rail, grouped module links (Portfolio, Business, Tools), and your account section at the bottom. Under Portfolio, Listings, Bookings, and Tenants cover inventory, reservations, and tenant profiles. Under Business, the sidebar order is Sales, Finance, Analytics (KPI workspace at /analytics when your role has the Analytics module permission, analytics.module), then Operations. Without Analytics permission, that entry is hidden and /analytics shows the standard permission state (see Deep Links — Analytics). Under Tools, Inbox (/inbox, desktop only when the tenant chatbot is enabled — portfolio-wide WhatsApp triage; see Inbox) is listed first alongside Utilities, Audit at /audit (manual availability blocks for portfolio-wide review when your role has Listings access — see Audit below and Deep Links — Audit), and AI Chat for Vivin internal accounts. When your role includes Support, a floating Help & Support control (bottom-right on desktop) opens the Vivin support ticket experience from any screen without changing the URL first — see Using in-app support. The screenshot below is the Dashboard landing view; when you open Bookings, Finance, or any other module, the sidebar layout stays consistent while the main workspace changes.

Management shell — Dashboard with Portfolio, Business, and Tools groups in the sidebar

Dashboard​

Your real-time business overview. Track KPI cards for Listings, Today (free rooms), Total Debt, and Monthly Revenue, then monitor Occupancy Forecast, Cash Flow Forecast, and Vacant Units to guide daily operator actions. Guide subsection map: Dashboard guide subsection index.

Go to Dashboard →

Listings​

Your property portfolio inventory and primary sidebar entry for portfolio setup. Create and manage properties and their individual units, configure contract terms, payment settings, access codes, and email customization. Use Listings when you need full property+unit hierarchy workflows and unit-level operations. When Property Payments Active is on, unpaid portal charges can surface payment overdue alerts — see Handling a Late Payment — Step 1.

The workspace has two top-level tabs: Portfolio (/listings) for active properties and Archived (/listings/archived) for properties you have archived without deleting history — archive and unarchive from the property edit sidebar. See Archived properties. Guide subsection map: Listings guide subsection index.

Listings — Portfolio tab with property cards and management shell

Go to Listings →

Legacy /properties URLs​

Older /properties paths redirect into Listings so bookmarks keep working. There is no separate card-based “properties workspace” screen. When payment overdue alerts cluster on one tenant segment at redirected inventory, scope Bookings — Other filters tenant category or Finance — Tenant category filter before account-wide portal changes. Guide subsection map: Legacy properties guide subsection index.

How legacy URLs redirect →

Bookings​

Your operational command center for tenant reservations. Full lifecycle management from initial enquiry and booking confirmation, to check-in, stay, and check-out. Automatic contract generation with digital signatures, centralised tenant profiles, and document storage. Change monthly rent and Contract Values → Edit amount enforce an invoiced floor when Finance already exported a month — lowering invoiced rent still needs credit notes outside Vivin (FAQ).

Use the List view for filters, export, and row-level actions, or switch to Timeline (/bookings/timeline) for a Gantt-style chart by unit — Day, Week, and Month scales, optional calendar blocks, and booking detail from bar clicks. Large portfolios paginate unit rows on the chart (scroll vertically for more listings — see Bookings — Timeline listing-axis loading). Clear Only bookings to spot manual or channel blocks on the same rows; for portfolio-wide hold triage (filter, export, column sort), use Audit (Manual block hygiene).

Bookings — All tab with status filters, search, and reservation list Bookings — Timeline view (Day scale) with unit rows, booking bars, and Day / Week / Month controls

When your account defines tenant categories, Other filters → Tenant → Tenant category narrows the portfolio to reservations whose tenant profile carries the selected segment(s) — OR-combined with No tenant category for unassigned tenants. See Bookings — Other filters. Guide subsection map: Bookings guide subsection index.

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

Go to Bookings →

Inbox​

Portfolio-wide WhatsApp workspace at /inbox (Tools → Inbox in the sidebar): all tenant conversations across bookings in a WhatsApp Web–style two-pane view, with search, listing context on each row, booking details in the thread header, labels, pause-bot, and a reply composer that stays in sync with each booking’s Communication tab. The Dashboard bell adds an Inbox sub-tab for inbound message notifications with deep links into conversations. Before chasing payment overdue threads on WhatsApp, row-click General alerts and scope Bookings — Other filters tenant category when collections cluster on one tenant category. Requires Bookings module permission and a connected Status Bot line. Guide subsection map: Inbox guide subsection index.

Inbox — two-pane WhatsApp workspace with conversation list, thread, labels bar, and reply composer

Go to Inbox →

Tenants​

Your tenant-centric workspace for search, segmentation, and profile management. Review active/inactive/debt status, open tenant-level sidebars for booking and payment context, and maintain personal, billing, and bank details from one module. When tenant categories exist, the toolbar All categories dropdown narrows the directory to tenants assigned a segment on Tenant Info (or No category for unassigned profiles) — same server-side filter as Bookings — Other filters tenant category. From With Debt, triage collections — mistaken receipts cleared via Reject / Revert may need credit notes when Finance already invoiced the charge (Handling a Late Payment). Switch to table view to expand a tenant row into an inline booking sub-table (unit, rent, balance) without opening every profile — see Glossary — Tenants table expand. Guide subsection map: Tenants guide subsection index.

Permissions

The Tenants navigation item is gated by Tenants module permission (tenants.module). If a role does not have Tenants module access, Tenants will not be usable.

Tenants — grid view with search and segmentation filters Tenants — table view with one row expanded showing linked booking sub-rows Tenants — toolbar tenant category filter with one segment active and narrowed directory

Go to Tenants →

Sales​

Review portfolio availability, occupancy forecasts, and where units go free on Overview; edit monthly rent per listing in bulk on Pricing (with occupancy context behind each cell); and manage channel manager links on Channels. Rates are operator-controlled in the product — there is no separate in-app engine that auto-rewrites your published prices. For portfolio-wide KPI charts across a date range, use Analytics when your role includes Analytics module access. Channel-imported reservations with unpaid schedules can surface payment overdue rows — continue with Handling a Late Payment — Step 1. Guide subsection map: Sales guide subsection index.

Sales — Overview tab with availability heatmap and occupancy forecast

Go to Sales →

Finance​

Automate rent collection with virtual IBANs and credit card payments. Track income and expenses, generate automated invoices, manage deposits, and access comprehensive financial dashboards with revenue tracking, Debt Aging, and exportable reports. When payment overdue alerts row-click into a booking, confirm balances on Contract Values or Payment Plan — see Handling a Late Payment — Step 1. When your account defines tenant categories, Other filters → Tenant → Tenant category narrows every Finance tab that honours Other filters to bookings whose tenant profile carries the selected segment(s) — same OR-combined server filter as Bookings and Tenants. See Finance — Tenant category filter. Guide subsection map: Finance guide subsection index. On Overview, use Debt Aging or the Income chart In debt segment to triage receivables. On Transactions, Approve pending manual receipts or bulk Reject selected when a duplicate was recorded — reject and revert modals warn about credit notes when charges were already invoiced (Payment Allocation — Correcting mistaken receipts). Rent edits on bookings respect the invoiced floor once months are exported — see Finance — Invoiced floor and rent edits. On Deposits, the toolbar date range defaults to about the last three months — clear or widen it when older move-outs, disputes, or Refund Due Date rows fall outside the default window (Glossary — Finance Deposits date range; Managing a Check-out).

Finance — Overview tab with stacked Income chart, Cash flow forecast, and Debt Aging panel

Go to Finance →

Analytics​

Portfolio KPI workspace at /analytics (sidebar Business > Analytics, after Finance) when your role includes the Analytics module permission (analytics.module). Use it for configurable date-range charts across Overview, Revenue, Occupancy, ADR, RevPAR, and Maintenance — a different surface from Sales availability calendars and per-listing pricing grids. During month-end review, pair Revenue trends with payment overdue triage via Handling a Late Payment — Step 1. When weak metrics look tied to one tenant segment, scope Finance — Tenant category filter during Portfolio KPI review — Step 6. Guide subsection map: Analytics guide subsection index.

Permissions

Without Analytics module access, the nav entry is hidden and opening /analytics directly shows the standard permission state. Administrators adjust access in Users and roles.

Analytics — Overview tab with KPI bar charts and month-range picker in the management shell

Go to Analytics module → · Bookmarkable Analytics routes →

Audit​

Cross-portfolio Audit workspace with two tabs: Manual Blocks (unavailabilities) and Discounts (discounted contract values). Open Tools → Audit (/audit) when your role includes Listings module access — the same permission guard as the Listings module.

The Manual Blocks tab lists blocks with Search, Date range, and Created by filters, clickable column headers for server-side sort, a Blocked nights per month chart (full filtered set), infinite-scroll pagination, and Export; blocks are created in day-to-day work from a unit’s Calendar in Listings via Add unavailability. Step-by-step hygiene: Manual block hygiene.

The Discounts tab (/audit/discounts) surfaces every discount on contract values — KPI cards, filters, export, and row drill-down to booking Contract Values. When discounts cluster on one tenant category, pair with Finance — Tenant category filter and Tenants — Tenant category filter — see Audit — Discounts tab.

Audit — Manual Blocks tab with portfolio-wide table, filters, and management shell Audit — Discounts tab with KPI summary cards and discounted contract-value table

Guide subsection map: Audit guide subsection index.

Go to Audit → · Bookmarkable Audit routes →

Operations​

Coordinate day-to-day property operations from a single workspace. Manage maintenance tickets with Cost allocation (including linked cash flows), Draft display status for far-future schedule dates, check-in and check-out planning (including deposit disputes and same-day turnover coordination), and the operational Cash Flows ledger with supplier cost history. Guide subsection map: Operations guide subsection index.

Operations — Overview tab with check-in/out summary and ticket metrics

Go to Operations →

Utilities​

Track utility expenses with AI-powered invoice reading that automatically detects properties and extracts billing data. Smart cost distribution methods (by room, usage, or days of stay) and automated tenant overage calculations eliminate manual billing. When correcting mistaken overage receipts after Finance invoiced them, Reject modals warn about credit notes — see Entering Monthly Utility Bills. When unpaid overages cluster on one tenant category, scope Finance — Tenant category filter (Step 4 of that workflow). Guide subsection map: Utilities guide subsection index.

Utilities — Overview tab with billing charts and property list

Go to Utilities →

AI Chat​

Chat with the VIVIN AI Assistant to get instant answers about your portfolio, occupancy, revenue, upcoming move-ins, and coliving overview. Ask questions in natural language and receive data-backed responses without leaving the platform. When answers cite Total debt or unpaid schedules, confirm against payment overdue rows — row-click opens the booking for Handling a Late Payment — Step 1. When answers cite one tenant category disproportionately, scope Finance — Tenant category filter or Bookings — Other filters tenant category before account-wide policy changes.

AI Assistant — conversation sidebar, example thread, and message composer

Guide subsection map: AI Chat guide subsection index.

Go to AI Chat →

Notifications​

Review and manage your full notification history. Search, filter by read/unread status, and mark notifications as read. Covers bookings, payments, tickets, and system alerts — including payment overdue rows in the operator Payments category (row-click opens the related booking for Handling a Late Payment — Step 1). When Payments alerts cluster on one tenant category, scope Bookings — Other filters tenant category or Finance — Tenant category filter before account-wide reminder changes. Guide subsection map: Notifications guide subsection index.

Current access path

There is no dedicated Notifications item in the left sidebar. On desktop Dashboard, the header bell opens a slide-over with General and Inbox sub-tabs (#1812): General for payment, ticket, and booking alerts; Inbox for inbound WhatsApp and email message pings (one row per conversation, with deep links to /inbox or booking Communication). Each sub-tab has its own unread badge; Mark all as read clears only the active sub-tab. The bell has no search or All / Unread / Read filters — open /notifications for the full mixed history, search, and one-click navigation into Bookings, Tenants, or Listings from General rows (Glossary — Notification row navigation; workflow: Notification triage). On other routes and on narrow (mobile) viewports, bookmark /notifications directly. For portfolio-wide replies, use Tools → Inbox at /inbox when the tenant chatbot is enabled.

Notifications — full history at /notifications with All filter and search Dashboard bell — Inbox sub-tab with WhatsApp and email channel icons

Go to Notifications →

Property & listing details (booking engine)​

Configure rich property and unit content for the white-label booking engine and channels from Listings (choose the Full integration pill in the property or unit sidebar). Legacy /booking-engine-details/* URLs redirect into Listings. Partner HTTP surfaces that ingest this content: Booking Engine API and Full listing feeds. Engine-sourced bookings with unpaid schedules can surface payment overdue rows — row-click opens the booking for Handling a Late Payment — Step 1. When overdue rows cluster on one tenant category, scope Bookings — Other filters tenant category or Finance — Tenant category filter before account-wide reminder changes.

Property Details — booking-engine payload tabs with Save and Back to setup

Guide subsection map: Booking engine details guide subsection index.

Go to module doc →

Module cross-reference​

Pair with other Modules hub sections

Use this table when one module naturally leads into another — each row links to the workspaces you should open before or after the primary module. Pair with individual module section cross-reference tables for longer matrices. Setup sequencing: Related — Setup sequence after go-live. Full hub map: the Finding your way tip at the top of this page.

Use this table when one module naturally leads into another — each row links to the workspaces you should open before or after the primary module. Each sub-guide also opens with a First-time workspace setup tip for that module's step in Getting Started — Recommended Setup Sequence. Individual modules with longer pairing matrices: Dashboard (guide subsection index), Analytics (guide subsection index), Bookings (guide subsection index), Finance (guide subsection index), Listings (guide subsection index), Sales (guide subsection index), Operations (guide subsection index), Tenants (guide subsection index), Utilities (guide subsection index), Audit (guide subsection index), Notifications (guide subsection index), AI Chat (guide subsection index), Inbox (guide subsection index), Legacy /properties URLs (guide subsection index), Booking engine details (guide subsection index).

| Module | Pair with these modules | | --------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --- | ----------------------------------------------------------------------------------- | --------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Modules hub subsection index | Concepts hub subsection index (underlying models), Introduction hub subsection index (platform overview), Getting Started hub subsection index (onboarding sections), Common Workflows hub subsection index (operational procedures), Account Settings hub subsection index (setup tabs), API hub subsection index (partner HTTP guides), FAQ subsection cross-reference (troubleshooting deep-dives), Support hub subsection index (escalation steps), Glossary deep-dive index (term definitions), Shell and navigation (management shell), Module cross-reference (workspace pairing matrix) | | Dashboard | Analytics (month-range KPIs), Finance (Debt Aging), Sales (occupancy heatmaps), Dashboard guide subsection index, Settings > Tenant categories (Finance — Tenant category filter when KPI cards spike for one segment), Notifications (bell triage; payment overdue → Handling a Late Payment — Step 1) | | Listings | Sales (Channels), Bookings, Utilities (Connections), Audit (manual blocks), Listings guide subsection index, Settings > Tenant categories (default segment on new direct bookings), Notifications (portal-enabled properties → Handling a Late Payment — Step 1) | | Bookings | Tenants, Finance, Operations, Sales (Timeline / Multicalendar overlap), Bookings guide subsection index, Notifications (overdue charge alerts → Handling a Late Payment — Step 1), Settings > Tenant categories (Other filters → Tenant category) | | Tenants | Bookings, Finance (With Debt / Contract Values), Tenants guide subsection index, Settings > Tenant categories (All categories toolbar filter) | | Sales | Analytics, Dashboard, Listings, Bookings (Timeline), Sales guide subsection index, Portfolio KPI review — Step 6 (Select tags / Select listing types vs Bookings — Other filters tenant category), Notifications (channel imports → Handling a Late Payment — Step 1) | | Finance | Bookings, Tenants, Operations (ticket cash flows), Utilities (tenant overages), Finance guide subsection index, Notifications (overdue charge alerts), Settings > Tenant categories (Other filters → Tenant category) | | Analytics | Dashboard, Sales, Finance, Operations (Maintenance tab), Analytics guide subsection index, Settings > Tenant categories (Finance — Tenant category filter during Step 6 segmentation), Notifications (month-end receivables → Handling a Late Payment — Step 1) | | Audit | Listings (unit Calendar blocks), Bookings (Timeline), Sales (Multicalendar), Audit guide subsection index, Settings > Tenant categories (Finance — Tenant category filter when Discounts clusters on one segment), Notifications (Discounts receivables → Handling a Late Payment — Step 1) | | Operations | Bookings, Finance, Listings (access codes), Operations guide subsection index, Settings > Tenant categories (portal rules during check-in/out), Tenants (Tenant category filter), Notifications (overdue charge alerts during turnover → Handling a Late Payment — Step 1) | | Utilities | Listings (Bills Included ceilings), Bookings (Payment plan overages), Finance, Utilities guide subsection index, AI usage API (utility_bill_extraction ledger), Settings > Tenant categories (Finance — Tenant category filter when overages cluster), Notifications (overdue utility overage lines → Handling a Late Payment — Step 1) | | Inbox | Notifications, Inbox guide subsection index, Bookings (Communication tab), Settings > Tenant categories (Bookings — Other filters tenant category before WhatsApp collections chase), Notifications — Payment overdue alerts (bell General before WhatsApp chase → Handling a Late Payment — Step 1) | | Notifications | Inbox, Notifications guide subsection index, Dashboard (bell slide-over), Bookings (row navigation), Handling a Late Payment — Step 1 (payment overdue), Settings > Tenant categories (Bookings — Other filters tenant category when Payments alerts cluster) | | AI Chat | Dashboard, Finance (validate answers), AI Chat guide subsection index, Landlord MCP (external clients), AI usage API (landlord_chat ledger), Notifications (overdue balances → Handling a Late Payment — Step 1), Settings > Tenant categories (Finance — Tenant category filter when assistant debt answers cite one segment) | | Booking engine details | Listings, Sales (Channels), Booking engine details guide subsection index, API Reference (partner feeds), Settings > Tenant categories (Other filters → Tenant category when engine bookings cluster), Notifications (engine bookings → Handling a Late Payment — Step 1) | | Legacy /properties URLs | Listings (all portfolio work), Legacy properties guide subsection index, Sales, Bookings, Settings > Tenant categories (Finance — Tenant category filter when overdue alerts cluster on redirected inventory), Notifications (collections on redirected inventory → Handling a Late Payment — Step 1) | | Setup sequence after go-live | Getting Started — Recommended Setup Sequence (steps 1–15), Onboarding a New Property — Step 7, Support — Setup sequence escalation, FAQ — Settings & tenant communications, Onboarding a New Property (guided steps 4–12) | | Documentation map & escalation | Introduction — Section cross-reference, 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, Settings > Interface language, FAQ — Navigation & shortcuts | | Settings that shape modules | Account Settings hub subsection index, Tab cross-reference, Settings > Tenant categories, Settings > Integrations, Support — Settings that shape escalations | | Deeper concept reads | Payment Allocation, Booking Lifecycle, Integrations & Distribution, Tenant Portal · Automation & AI | | Deeper API reads | AI usage API (landlord_chat, utility_bill_extraction), Management session (operator JWT), Common Workflows — Deeper API reads | | Deeper workflow reads | Step-by-step procedures in high-traffic modules | Bookings — Deeper workflow reads, Finance — Deeper workflow reads, Listings — Deeper workflow reads, Tenants — Deeper workflow reads, Operations — Deeper workflow reads, Sales — Deeper workflow reads | | Recommended operator workflows | Common Workflows — Workflow cross-reference, Processing a New Booking, Portfolio KPI review, Notification triage | | Lockout catch-up after password recovery | Sign-in restored after password reset; module backlog accumulated during lockout | Common Workflows — Lockout catch-up after password recovery, Getting Started — Lockout catch-up after password recovery, Resetting a Management User Password | | Lockout catch-up after password recovery | Sign-in restored after password reset; module backlog accumulated during lockout | Common Workflows — Lockout catch-up after password recovery, Getting Started — Lockout catch-up after password recovery, Resetting a Management User Password | | Walkthrough media | MP4 walkthroughs beside PNG screenshots | Common Workflows — Walkthrough media, Modules, Account Settings | | Partly collected security deposit | Security deposit paid above zero but below Amount | Common Workflows — Partly collected security deposit, Finance — Deposits status summary cards, Bookings — Deposit tab, Glossary — Deposit lifecycle status, FAQ — Partly collected security deposit | | Notification row-click navigation | /notifications row-click into Bookings, Tenants, or Listings before bulk mark-read | Common Workflows — Notification row-click navigation, Notifications module, Dashboard module, Notification triage — Step 4, FAQ — Notification row-click | | Payment alert to receivables triage | Ongoing/Ended payment overdue alerts → receivables surfaces before collections | Common Workflows — Payment alert to receivables triage, Notifications — Payment overdue alerts, Finance module, Bookings module, Handling a Late Payment — Step 1 | | Confirmation alert triage | Upcoming Booking created / Payment received / Pending manual in-payment before mark-read | Common Workflows — Confirmation alert triage, Processing a New Booking — Step 5b / Step 6, Pending manual receipt approval | | Occupancy KPI to block hygiene handoff | Analytics Occupancy / RevPAR dip without rate change — stale manual holds before pricing or category edits | Common Workflows — Occupancy KPI to block hygiene handoff, Analytics module, Audit module, Manual block hygiene, FAQ — Occupancy KPI to block hygiene handoff hub (analytics-kpi-occupancy-tab.png, audit-manual-blocks-workspace.png, audit-manual-blocks-filter-scroll.mp4) | | New inventory to first booking handoff | Property wizard → first Upcoming reservation on new inventory | Common Workflows — New inventory to first booking handoff, Onboarding a New Property — Step 7, Processing a New Booking — Step 1, 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 → first arrival week (~7 days before move-in) | Common Workflows — Property setup to first arrival handoff, Onboarding a New Property — Step 7, Managing a Check-in — Step 1, FAQ — Property setup to first arrival handoff (listings-property-edit-access-lockers-tab.png, workflows-operations-check-in-out-planning-view.png, workflows-onboarding-property-wizard.mp4) | | Confirmation to check-in handoff | Upcoming portal gates → arrival-week planning (~7 days before move-in) | Common Workflows — Confirmation to check-in handoff, Processing a New Booking — Step 6, Managing a Check-in — Step 1, FAQ — Confirmation to check-in handoff (bookings-detail-contract-method-of-payments.png, booking-lifecycle-status-tabs-flow.mp4) | | Check-in to check-out handoff | Ongoing mid-stay → departure-week planning (~7 days before move-out) | Common Workflows — Check-in to check-out handoff, Managing a Check-in — Step 4, Managing a Check-out — Step 1, FAQ — Check-in to check-out handoff (operations-check-in-out-check-outs-next-7-days.png, bookings-timeline-view.png) | | Same-day turnover coordination | Shared-unit departure + arrival on the same calendar day | Common Workflows — Same-day turnover coordination, Managing a Check-out — Step 2, Managing a Check-in — Step 4, FAQ — Same-day turnovers (operations-add-ticket-modal.png, bookings-timeline-day-week-month-and-sidebar.mp4) | | Check-out final utilities handoff | Final supplier bills + utility overage lines before deposit release | Common Workflows — Check-out final utilities handoff, Entering Monthly Utility Bills — Step 4, Managing a Check-out — Step 6, FAQ — Check-out final utilities handoff (utilities-allocations-review-flow.mp4, bookings-detail-payment-plan-tab-schedule.png, utilities-bills-tab-missing-toggle.png) | | Portfolio segmentation by tenant category | Review only corporate, short-stay, or unassigned tenants across reservations, receivables, and profiles | Common Workflows — Portfolio segmentation by tenant category, Settings > Tenant categories, Bookings — Other filters, Finance — Tenant category filter, Tenants — Tenant category filter, Glossary — Tenant category | | Pending manual receipt approval | Common Workflows — Pending manual receipt approval, Finance — Pending manual payments, FAQ — Manual receipt still pending | | Reject/revert mistaken receipts | Common Workflows — Reject/revert mistaken receipts, Payment Allocation — Correcting mistaken receipts, FAQ — Reject or revert an incoming payment | | Check-out ledger cleanup before refund | Tenant paid once but duplicate transfer blocks Ready To Refund | Common Workflows — Check-out ledger cleanup before refund, Reject/revert mistaken receipts, Managing a Check-out, FAQ — Check-out ledger cleanup before refund hub | | Utility overage collections | Unpaid utility overage lines on Payment Plan after bill posting | Common Workflows — Utility overage collections, Entering Monthly Utility Bills — Step 4, Handling a Late Payment — Step 1, FAQ — Utility overage collections hub | | Cancellation collections before void | Pre-cancel rent/fee arrears block Cancel booking until Payment Plan settles | Common Workflows — Cancellation collections before void, Cancelling a Booking — Step 2, Handling a Late Payment — Step 1, FAQ — Cancellation collections before void hub | | Check-out collections before refund | Rent/fee In Debt on Payment Plan blocks Ready To Refund before deposit release | 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 hub | | Handling a Late Payment collections | Receivables triage surfaces → Handling a Late Payment Steps 1–6 collections follow-through | Common Workflows — Handling a Late Payment collections hub, Finance debt receivables triage, Payment alert to receivables triage, FAQ — Handling a Late Payment collections hub | | Check-out vs cancellation | Completed stay → Ended vs policy void → Canceled — not Delete Booking for mistaken rows | Common Workflows — Check-out vs cancellation, Managing a Check-out — Step 7, Cancelling a Booking — Step 4, FAQ — Check-out vs cancellation | | 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, Finance — Deposits tab, Bookings — Deposit tab, FAQ — Deposit missing on Finance Deposits (finance-deposits-date-range-toolbar-default.png, finance-deposits-date-range-clear-flow.mp4) | | Key glossary terms | Glossary cluster cross-reference, Glossary — Setup sequence vocabulary, Payment Allocation — Correcting mistaken receipts |

Step-by-step onboarding: Getting Started — Recommended Setup Sequence (steps 1–12 tab map: Account Settings — Recommended setup order; workflow pairing: Setup sequence after go-live). Guided settings walkthrough: Onboarding a New Property. Definitions behind linked terms: Glossary (hub: Glossary cluster cross-reference, Setup sequence vocabulary, Setup sequence after go-live). Troubleshooting during setup: FAQ & Troubleshooting (hub: FAQ — Section cross-reference, Setup sequence after go-live). Escalation when self-serve docs do not unblock setup: Get Help & Support (hub: Support — Section cross-reference, Setup sequence after go-live, Setup sequence escalation).

Modules hub subsection index​

Pair with other Modules hub sections

This index pairs module sections and Related hub subsections — use it when daily work spans multiple workspaces, permission-gated routes, or escalation hubs. Full pairing matrix: Module cross-reference.

| Subsection | When to open it | Pair with | | ---------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------ | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --- | ----------------------------------------------------------------------------------- | -------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Shell and navigation | Sidebar groups and permission-gated entries | Dashboard, Management Frontend Deep Links | | Dashboard | Post-login KPI snapshot | Analytics, Dashboard guide subsection index, Notification triage | | Listings | Portfolio inventory and Channels | Bookings, Sales (Channels), Listings guide subsection index | | Legacy /properties URLs | Old bookmarks that redirect | Listings, Legacy properties guide subsection index, How legacy URLs redirect → | | Bookings | Reservation lifecycle and Timeline | Finance, Finance guide subsection index, Bookings guide subsection index, Tenants, Concepts — Booking Lifecycle | | Inbox | Portfolio WhatsApp triage | Notifications, Notifications guide subsection index, Bookings — Communication, Inbox guide subsection index | | Tenants | Tenant directory and With Debt | Bookings, Tenants guide subsection index, Handling a Late Payment | | Sales | Availability heatmaps and pricing grids | Analytics, Listings, Sales guide subsection index | | Finance | Ledgers, deposits, and payment approval | Bookings, Bookings guide subsection index, Finance guide subsection index, Concepts — Payment Allocation | | Analytics | Month-range KPI workspace | Sales, Analytics guide subsection index, Portfolio KPI review | | Audit | Manual blocks and discounts | Bookings — Timeline, Manual block hygiene, Audit guide subsection index | | Operations | Tickets and operational cash flows | Managing a Check-in, Managing a Check-out, Operations guide subsection index | | Utilities | Bills Included and supplier connections | Entering Monthly Utility Bills, Listings, AI usage API (utility_bill_extraction), Utilities guide subsection index | | AI Chat | Vivin-internal AI Assistant | Landlord MCP, Automation & AI, AI usage API (landlord_chat), AI Chat guide subsection index | | Notifications | Full /notifications history | Dashboard (bell slide-over), Notification triage, Notifications guide subsection index | | Property & listing details (booking engine) | Rich marketplace payload editor | Listings, API Reference — Full listing feeds, Booking engine details guide subsection index | | Setup sequence after go-live | Post-setup module work after steps 1–15 | Getting Started — Recommended Setup Sequence, Onboarding a New Property — Step 7 | | Documentation map & escalation | Cross-hub navigation during troubleshooting | Introduction — Section cross-reference, FAQ — Section cross-reference, Support — Section cross-reference | | Navigation & bookmarks | Deep links and global + shortcuts | Management Frontend Deep Links, Create New menu | | Settings that shape modules | Account-wide defaults (steps 1–12) | Account Settings hub subsection index, Tab cross-reference, Settings > Tenant categories | | Deeper concept reads | Underlying models behind module screens | Concepts hub subsection index, Payment Allocation | | Deeper workflow reads | Operator procedures in Bookings, Finance, Listings, Tenants, Operations, Sales | Bookings — Deeper workflow reads, Finance — Deeper workflow reads, Listings — Deeper workflow reads, Tenants — Deeper workflow reads, Operations — Deeper workflow reads, Sales — Deeper workflow reads, Common Workflows — Deeper API reads | | Deeper API reads | Operator JWT ledger and month-end AI cost review | AI usage API, Management session, Portfolio KPI review, Entering Monthly Utility Bills | | Recommended operator workflows | Day-to-day procedures after go-live | Common Workflows hub subsection index, Workflow cross-reference, Processing a New Booking | | Walkthrough media | MP4 walkthroughs beside PNG screenshots | Common Workflows — Walkthrough media, Modules, Account Settings | | Partly collected security deposit | Security deposit Partially paid above zero but below Amount | Common Workflows — Partly collected security deposit, Finance — Deposits status summary cards, Bookings — Deposit tab, Glossary — Deposit lifecycle status, FAQ — Partly collected security deposit | | Notification row-click navigation | /notifications row-click before bulk mark-read | Common Workflows — Notification row-click navigation, Notifications module, Notification triage — Step 4 | | Payment alert to receivables triage | payment overdue alert → receivables rank | Common Workflows — Payment alert to receivables triage, Finance module, Handling a Late Payment — Step 1 | | Confirmation alert triage | Upcoming confirmation alerts before mark-read | Common Workflows — Confirmation alert triage, Processing a New Booking — Step 5b, Pending manual receipt approval | | Occupancy KPI to block hygiene handoff | Occupancy / RevPAR dip without rate change | Common Workflows — Occupancy KPI to block hygiene handoff, Analytics module, Audit module, Manual block hygiene | | New inventory to first booking handoff | Property wizard → first Upcoming reservation | Common Workflows — New inventory to first booking handoff, Listings module, Bookings module, Processing a New Booking — Step 1 | | Property setup to first arrival handoff | Go-live inventory → first arrival week | Common Workflows — Property setup to first arrival handoff, Listings — Access Lockers tab, Operations — Check-in & Check-out tab, Managing a Check-in — Step 1 | | Confirmation to check-in handoff | Upcoming portal gates → arrival-week planning | Common Workflows — Confirmation to check-in handoff, Bookings — Contract Info tab, Operations — Check-in & Check-out tab, Managing a Check-in — Step 1 | | Check-in to check-out handoff | Ongoing mid-stay → departure-week planning | Common Workflows — Check-in to check-out handoff, Operations — Check-in & Check-out tab, Bookings — Timeline view, Managing a Check-out — Step 1 | | Same-day turnover coordination | Shared-unit departure + arrival on the same calendar day | Common Workflows — Same-day turnover coordination, Operations — Check-in & Check-out tab, Bookings — Timeline view, Sales — Multicalendar tab | | Check-out final utilities handoff | Final supplier bills + overage lines before deposit release | Common Workflows — Check-out final utilities handoff, Utilities — Allocations tab, Bookings — Payment Plan tab, Managing a Check-out — Step 6 | | Portfolio segmentation by tenant category | Review only one tenant segment across Bookings, Finance, and Tenants | Common Workflows — Portfolio segmentation by tenant category, Settings > Tenant categories, Bookings — Other filters, Finance — Tenant category filter | | Pending manual receipt approval | Recorded bank transfers still pending until Approve payments | Common Workflows — Pending manual receipt approval, Finance — Pending manual payments, FAQ — Manual receipt still pending | | Reject/revert mistaken receipts | Duplicate or invoiced receipt cleanup across Finance and Bookings | Common Workflows — Reject/revert mistaken receipts, Payment Allocation — Correcting mistaken receipts | | Check-out ledger cleanup before refund | Phantom In Debt when tenant paid once — duplicate on ledger | Common Workflows — Check-out ledger cleanup before refund, Bookings — Deposit tab, Finance — Transactions Tab | | Utility overage collections | Unpaid utility overage on Payment Plan after bill posting | Common Workflows — Utility overage collections, Utilities — Allocations tab, Finance — Contract Values tab, FAQ — Utility overage collections hub | | Cancellation collections before void | Pre-cancel rent/fee arrears block Cancel booking until settlement | Common Workflows — Cancellation collections before void, Bookings — Payment Plan tab, Finance — Contract Values tab, FAQ — Cancellation collections before void hub | | Check-out collections before refund | Rent/fee In Debt blocks Ready To Refund before deposit release | Common Workflows — Check-out collections before refund, Bookings — Deposit tab, Managing a Check-out — Step 6, FAQ — Check-out collections before refund hub | | Handling a Late Payment collections | Triage surfaces → collections Steps 1–6 after Debt Aging / alert row-click | Common Workflows — Handling a Late Payment collections hub, Finance — Debt Aging panel, Notifications — Payment overdue alerts, FAQ — Handling a Late Payment collections hub | | Check-out vs cancellation | Completed stay → Ended vs policy void → Canceled lifecycle exit | Common Workflows — Check-out vs cancellation, Glossary — Check-out vs cancellation hub, Bookings — Cancel booking modal, Managing a Check-out — Step 7, FAQ — Check-out vs cancellation | | Deposit missing on Finance Deposits | Finance → Deposits row hidden by toolbar date range — not missing data | Common Workflows — Deposit missing on Finance Deposits, Finance — Deposits tab, Glossary — Finance Deposits date range, FAQ — Deposit missing on Finance Deposits | | Key glossary terms | Definitions cited on module pages | Glossary deep-dive index, Glossary cluster cross-reference |

Pair with other Modules hub sections

Related below is the documentation map when module behaviour spans settings, concepts, workflows, or escalation paths. Pair Setup sequence after go-live with Getting Started — Recommended Setup Sequence; pair Documentation map & escalation with Introduction — Section cross-reference. Each Related subsection has a row in Module cross-reference above. Full pairing matrix: Module cross-reference.

Setup sequence after go-live​

Pair with other Modules hub sections

Post-go-live pairing starts with Getting Started — Recommended Setup Sequence (steps 1–15) and Onboarding a New Property — Step 7. When a step is blocked, continue to Support — Setup sequence escalation. Full pairing matrix: Module cross-reference.

Documentation map & escalation​

Pair with other Modules hub sections

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: Module cross-reference.

Navigation & bookmarks​

Pair with other Modules hub sections

Bookmark routes pair with Shell and navigation sidebar groups and Management Frontend Deep Links. Missing records: Create New menu. Full pairing matrix: Module cross-reference.

Settings that shape modules​

Pair with other Modules hub sections

Account-wide defaults here pair with Account Settings — Tab cross-reference and per-module First-time workspace setup tips. Tenant segments: Settings > Tenant categories. Full pairing matrix: Module cross-reference.

Deeper concept reads​

Pair with other Modules hub sections

Concept reads pair with Concepts hub subsection index, Module cross-reference module rows, and Concept cross-reference. Tenant-facing: Tenant Portal. External AI: Landlord MCP · Tenant MCP. Full pairing matrix: Module cross-reference.

Deeper API reads​

Pair with other Modules hub sections

API reads pair with API Reference hub subsection index and AI usage section cross-reference. Month-end cost review: Portfolio KPI review — Step 7. Hub parity: Common Workflows — Deeper API reads, Account Settings — Deeper API reads. Full pairing matrix: Module cross-reference.

Deeper workflow reads​

Pair with other Modules hub sections

Workflow reads pair with Common Workflows hub subsection index and Workflow cross-reference. High-traffic module sub-guides reciprocate with per-module Deeper workflow reads subsections — Bookings, Finance, Listings, Tenants, Operations, Sales, Dashboard, Analytics, Notifications, Inbox, Utilities, Audit, AI Chat, Properties workspace, Booking engine details. Meta-hubs: Account Settings — Deeper workflow reads, Concepts — Deeper workflow reads, Getting Started — Deeper workflow reads, Introduction — Deeper workflow reads, Support — Deeper workflow reads, FAQ — Deeper workflow reads, Glossary — Deeper workflow reads. Each workflow sub-guide links back via [Deeper workflow reads](../modules/bookings/index.md#deeper-workflow-reads) anchors on Module documentation hubs bullets. Full pairing matrix: Module cross-reference.

Pair with other Modules hub sections

Workflow bullets pair with Common Workflows — Workflow cross-reference and per-module section cross-reference tables. Month-end: Portfolio KPI review. Full pairing matrix: Module cross-reference.

Lockout catch-up after password recovery​

Pair with other Modules hub sections

Operational backlog after sign-in recovery pairs with Resetting a Management User Password — Step 3. Hub parity: Common Workflows — Lockout catch-up after password recovery. Full pairing matrix: Module cross-reference.

Walkthrough media​

Pair with other Modules 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: Module cross-reference.

Partly collected security deposit​

Pair with other Modules hub sections

Deposit shortfalls pair with Finance — Deposits status summary cards and Bookings — Deposit tab. Hub parity: Common Workflows — Partly collected security deposit. Full pairing matrix: Module cross-reference.

Notification row-click navigation​

Pair with other Modules hub sections

/notifications row-click opens Bookings, Tenants, or Listings — contrast Dashboard bell General (in-panel detail only). Hub parity: Common Workflows — Notification row-click navigation. Full pairing matrix: Module cross-reference.

Payment alert to receivables triage​

Pair with other Modules hub sections

Ongoing/Ended payment overdue alerts on /notifications row-click into Bookings before you trust Dashboard Total Debt or open Finance → Overview → Debt Aging. Hub parity: Common Workflows — Payment alert to receivables triage. Full pairing matrix: Module cross-reference.

Finance debt receivables triage​

Pair with other Modules hub sections

Dashboard Total Debt, Finance Debt Aging, and Income → In debt disagree until you clear amber Pending receipts and finish alert triage. Hub parity: Common Workflows — Finance debt receivables triage. Full pairing matrix: Module cross-reference.

Finance Income status drill-down​

Pair with other Modules hub sections

Income → In debt opens month-scoped payment lines — use Debt Aging Top debtors for booking-level receivables rank. Hub parity: Common Workflows — Finance Income status drill-down. Full pairing matrix: Module cross-reference.

Cash flow forecast drill-down​

Pair with other Modules hub sections

Cash flow forecast bar click opens All payments for confirmed collections — distinct from Income status segments and Dashboard rent-due chart. Hub parity: Common Workflows — Cash flow forecast drill-down. Full pairing matrix: Module cross-reference.

Confirmation alert triage​

Pair with other module hub sections

Upcoming Booking created / Payment received alerts row-click into Bookings — finish confirmation Steps 5b / 6 before bulk-clear on /notifications. Hub parity: Common Workflows — Confirmation alert triage. Full pairing matrix: Module cross-reference.

Occupancy KPI to block hygiene handoff​

Pair with other Modules hub sections

Analytics → Occupancy / RevPAR dips without a rate change pair Portfolio KPI review — Steps 2–4 with Manual block hygiene — Steps 1–5 before Sales → Pricing or Settings → Tenant categories account-wide edits. Distinct from Payment alert to receivables triage (rent arrears) and Portfolio segmentation by tenant category (segment filters). Hub parity: Common Workflows — Occupancy KPI to block hygiene handoff. Full pairing matrix: Module cross-reference.

New inventory to first booking handoff​

Pair with other Modules hub sections

Go-live inventory pairs Onboarding a New Property — Steps 1–7 — especially Step 7 Listings verify — with Processing a New Booking — Steps 1–6 (duplicate import check, portal gates on Step 6). Distinct from Property setup to first arrival handoff (downstream arrival week ~7 days out) and from Confirmation alert triage (alert-driven entry). Hub parity: Common Workflows — New inventory to first booking handoff. Full pairing matrix: Module cross-reference.

Property setup to first arrival handoff​

Pair with other Modules hub sections

Go-live inventory pairs with Onboarding a New Property — Steps 1–7 — especially Access Lockers and Step 7 verify — before Managing a Check-in — Steps 1–4 (~7 days before first move-in). Distinct from New inventory to first booking handoff (property wizard → first Upcoming reservation) and from Confirmation to check-in handoff (portal gates after first booking). Hub parity: Common Workflows — Property setup to first arrival handoff. Full pairing matrix: Module cross-reference.

Confirmation to check-in handoff​

Pair with other Modules hub sections

Upcoming reservations finish Processing a New Booking — Step 6 portal gates before arrival-week planning on Operations → Check-in & Check-out (~7 days out). Distinct from Confirmation alert triage (alert-driven entry) and from Check-in to check-out handoff (mid-stay → departure week). Hub parity: Common Workflows — Confirmation to check-in handoff. Full pairing matrix: Module cross-reference.

Check-in to check-out handoff​

Pair with other Modules hub sections

Ongoing stays after Managing a Check-in — Step 4 pair with Managing a Check-out — Step 1 (~7 days before departure). Distinct from Confirmation to check-in handoff (Upcoming → arrival week) and from Check-out collections before refund (rent/fee arrears blocking refund). Hub parity: Common Workflows — Check-in to check-out handoff. Full pairing matrix: Module cross-reference.

Same-day turnover coordination​

Pair with other Modules hub sections

Shared-unit turnover pairs with Managing a Check-out — Steps 1–2 on the departing stay before Managing a Check-in — Step 4 hands keys to the incoming guest. Distinct from Check-out collections before refund (outgoing In Debt before incoming handover) and Check-out final utilities handoff (final utility overages). Hub parity: Common Workflows — Same-day turnover coordination. Full pairing matrix: Module cross-reference.

Check-out final utilities handoff​

Pair with other Modules hub sections

Departure-week utility settlement pairs with Entering Monthly Utility Bills — Steps 2–4 → Managing a Check-out — Step 6 before Step 5. Distinct from Utility overage collections (mid-stay arrears) and Check-out collections before refund (rent/fee lines). Hub parity: Common Workflows — Check-out final utilities handoff. Full pairing matrix: Module cross-reference.

WhatsApp per-booking messaging​

Pair with other Modules module guide sections

Tenant messaging questions pair with Inbox, bell Inbox, and Bookings → Communication depending on triage scope — use the per-module mesh below before filing support tickets. Hub parity: Common Workflows — WhatsApp per-booking messaging. Full pairing matrix: Module cross-reference.

Rent reduction after invoicing​

Pair with other Modules hub sections

Invoiced-floor repricing starts on Bookings → Contract Info → Change monthly rent — use the per-module mesh below when month-end relief surfaces Not issued credit note rows on Finance → Transactions. Hub parity: Common Workflows — Rent reduction after invoicing. Full pairing matrix: Module cross-reference.

Month-end invoicing (fixed date)​

Pair with other Modules hub sections

Fixed Invoice date batches start in Settings → Invoicing before Finance → Transactions bulk Issue allocation — use the per-module mesh below when month-end cleanup spans modules. Hub parity: Common Workflows — Month-end invoicing (fixed date). Full pairing matrix: Module cross-reference.

Bulk Hostkit invoicing​

Pair with other Modules hub sections

Month-end Issue allocation / Invoice selected and Issue credit notes (N) batches on Finance → Transactions pace Hostkit API calls — use the per-module mesh below when bulk export spans modules. Hub parity: Common Workflows — Bulk Hostkit invoicing. Full pairing matrix: Module cross-reference.

Directory list load failures​

Pair with other Modules hub sections

Whole-module directory failures show inline Retry / Try again on the first fetch — distinct from filters that match zero rows and from booking-sidebar tab errors inside one open reservation. Use the per-module mesh below before filing support tickets. Hub parity: Common Workflows — Directory list load failures · Glossary — Directory list load failures hub. Full pairing matrix: Module cross-reference.

Portfolio segmentation by tenant category​

Pair with other Modules hub sections

Segment filters pair with Bookings — Other filters, Finance — Tenant category filter, and Tenants — Tenant category filter. Hub parity: Common Workflows — Portfolio segmentation by tenant category. Full pairing matrix: Module cross-reference.

Pending manual receipt approval​

Pair with other Modules hub sections

Receipt approval pairs with Finance — Pending manual payments and Bookings — Transactions tab. Hub parity: Common Workflows — Pending manual receipt approval. Full pairing matrix: Module cross-reference.

Reject/revert mistaken receipts​

Pair with other Modules hub sections

Receipt cleanup pairs with Finance and Bookings row actions. Hub parity: Common Workflows — Reject/revert mistaken receipts. Full pairing matrix: Module cross-reference.

Check-out ledger cleanup before refund​

Pair with other Modules hub sections

Duplicate-transfer cleanup pairs with Reject/revert mistaken receipts and Managing a Check-out. Hub parity: Common Workflows — Check-out ledger cleanup before refund. Full pairing matrix: Module cross-reference.

Utility overage collections​

Pair with other Modules hub sections

Utility overage arrears pair with Entering Monthly Utility Bills (upstream Steps 2–4) and Handling a Late Payment (collections Steps 1–4) — distinct from rent Cancellation collections before void and departure-week Check-out final utilities handoff. Hub parity: Common Workflows — Utility overage collections. Full pairing matrix: Module cross-reference.

Cancellation collections before void​

Pair with other Modules hub sections

Pre-cancel rent/fee arrears pair with Cancelling a Booking and Handling a Late Payment — distinct from departure-week Check-out collections before refund. Hub parity: Common Workflows — Cancellation collections before void. Full pairing matrix: Module cross-reference.

Check-out collections before refund​

Pair with other Modules hub sections

Departure-week rent/fee arrears pair with Managing a Check-out (Step 6 before Step 5) and Handling a Late Payment (collections Steps 1–4) — distinct from duplicate Check-out ledger cleanup before refund and utility Check-out final utilities handoff. Hub parity: Common Workflows — Check-out collections before refund. Full pairing matrix: Module cross-reference.

Handling a Late Payment collections​

Pair with other Modules hub sections

Receivables triage surfaces answer “who owes?” — Handling a Late Payment Steps 1–6 answer “what do I do next?” Pair Finance debt receivables triage with Payment alert to receivables triage before collections outreach — distinct from departure-week Check-out collections before refund and utility Utility overage collections. Hub parity: Common Workflows — Handling a Late Payment collections hub. Full pairing matrix: Module cross-reference.

Check-out vs cancellation​

Pair with other Modules hub sections

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) and from departure-week Check-out collections before refund / pre-cancel Cancellation collections before void. Hub parity: Common Workflows — Check-out vs cancellation · Glossary — Check-out vs cancellation hub. Full pairing matrix: Module cross-reference.

Deposit missing on Finance Deposits​

Pair with other Modules hub sections

Booking Deposit tab data can exist while Finance → Deposits hides the portfolio row — clear or widen the toolbar date range when check-in, check-out, or Refund Due Date falls outside the default ~3 months window. Distinct from Partly collected security deposit (shortfall when range is correct) and from Check-out collections before refund (rent arrears blocking refund). Hub parity: Common Workflows — Deposit missing on Finance Deposits. Full pairing matrix: Module cross-reference.

Key glossary terms​

Pair with other Modules hub sections

Glossary rows pair with Glossary cluster cross-reference and module docs that cite the same terms (Finance invoiced floor, Operations linked cash flows, and more). Full pairing matrix: Module cross-reference.