Audit

First-time workspace setup

Use Manual Blocks and Discounts after Listings (step 13) and Bookings (step 14) inventory exists — month-end hygiene: Manual block hygiene. Requires Listings permission. Workflow pairing: Modules — Setup sequence after go-live.

Finding your way in this guide

Open Manual Blocks tab for cross-portfolio unavailability review, then Discounts tab for discounted contract values. Pair month-end passes with Manual block hygiene and Dashboard — Vacant Units. Guide subsection map: Audit guide subsection index (tab sections + Related subsections). Non-linear operator habits (Lockout catch-up, Pending manual receipt approval, Reject/revert mistaken receipts, 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, Partly collected security deposit, Portfolio segmentation by tenant category) have matching Related subsections below. Full pairing matrix: Audit section cross-reference · Modules — Module cross-reference.

The Audit workspace (/audit, sidebar Tools → Audit) gives operators two portfolio-wide review surfaces:

1. Manual Blocks — manual availability blocks (unavailabilities) that can quietly reduce occupancy and revenue without producing income.
2. Discounts — every contract value with a discount applied, so teams can verify reasons, spot unusual patterns, and quantify revenue impact.

Manual blocks are created and edited from a unit’s Calendar in Listings via Add unavailability. Discounts are applied on booking Contract Values (Bookings — Discounts and payment adjustments) with permission bookings.add_discounts. Audit does not replace those day-to-day surfaces — it centralises cross-portfolio triage in one workspace. Audit is also not the in-sidebar Change history on Listings setup (listings-property-edit-change-history.png) or the booking Changelog on Contract Info → Check-in & Check-out (operator-initiated edits only — FAQ — Booking Changelog scope, #2093; bookings-detail-contract-info-timeline.png), and it does not control which Finance → Transactions rows remain visible after Delete Booking (#1897) — that ledger gate is separate from Cancel booking; see FAQ — Cancel Booking vs Delete Booking and Glossary — Archived booking ledger visibility. Month-end habit: Manual block hygiene.

Direct access

Open Audit at platform.vivin.app/audit (defaults to Manual Blocks), platform.vivin.app/audit/manual-blocks, or platform.vivin.app/audit/discounts. Bookmarkable routes are in Deep Links — Audit.

Pair with other modules

Edit manual blocks from Listings unit calendars; reconcile occupancy with Sales Multicalendar and Bookings → Timeline. Month-end Discounts review can surface receivables that pair with payment overdue rows — row-click opens the booking for Handling a Late Payment — Step 1. When goodwill discounts cluster on one tenant category, add Finance — Tenant category filter or Tenants — Tenant category filter — see Glossary — Tenant category. During Manual block hygiene, poll AI usage API (landlord_chat) when AI Chat or Landlord MCP assists vacancy reconciliation — internal USD cost only. Section-to-doc pairing: Audit section cross-reference. Hub tab matrix: Modules — Module cross-reference.

Who can use it

The Audit nav item and /audit routes use the same guard as Listings: your role needs Listings module permission. Without it, the sidebar entry is hidden and direct URLs show the standard permission state. Administrators adjust access in Users and roles.

Legacy Listings URLs that pointed at a manual-blocks tab now redirect to Audit (/audit/manual-blocks) so bookmarks keep working.

Layout

• Page header — Title Audit and a short subtitle about validating portfolio data to prevent errors and revenue loss.
• Tabs — Pill-style Manual Blocks and Discounts tabs. The URL updates to /audit/manual-blocks or /audit/discounts when selected.
• Info banner — Collapsible guidance panel per tab (Why audit manual blocks? or Why audit discounts?). Expand it when onboarding new operators or running a seasonal hygiene pass.

Manual Blocks tab

Pair with other Audit sections

Manual Blocks pairs with Listings — unit calendar for edits and Manual block hygiene when occupancy looks suppressed — reconcile with Sales — Multicalendar. Full pairing matrix: Audit section cross-reference.

• Blocked nights chart + table — When your filters match at least one manual block, a Blocked nights per month bar chart appears in a fixed left column (~288px) beside the Manual Blocks table on the right. The chart is computed on the full filtered set server-side (not only the table rows already loaded), so you can spot seasonal hold patterns while scanning rows. On narrow viewports the table still scrolls horizontally inside its card; the chart stays readable in the left column when space allows.
• Manual Blocks table — Shared with the listings manual-blocks implementation: unified header and body in one table (search, date range, Created by filter, clickable column headers for server-side sort, infinite scroll, Export CSV or Excel, and — for users with Listings edit permission — row checkboxes plus inline and bulk Delete (#2136)).

When filters match blocks, the Blocked nights per month chart sits in the left column beside the table (server aggregate over the full filtered set):

Expanded Why audit manual blocks? checklist (same tab; banner open):

Toolbar and filters

Pair with other Audit sections

Created by and date filters pair with Sales — Multicalendar export habits — see Glossary — Export and download failures when Export toasts an error. Full pairing matrix: Audit section cross-reference.

Control	Purpose
Search	Matches property name, unit name, or reason text (debounced).
Date range	Limits blocks whose start/end overlap the selected from–to window (calendar pill, same pattern as Sales multicalendar).
Created by	Multi-select of property managers who created the block. Applied server-side together with search and date range so the table total, chart, and Export all reflect the same filtered population.
Clear all	Appears when any filter is active; removes search, dates, and creator filters.
Export	Downloads the currently filtered rows as CSV or Excel (vivin-manual-blocks-YYYY-MM-DD.*). Disabled when the filtered list is empty.
Delete	Users with Listings edit permission see a checkbox column, a per-row trash icon, and Delete selected when rows are ticked (#2136). Confirmation states how many holds will be removed and that dates become available again. Large batches show a progress counter while deletes run; partial failures keep failed rows selected so you can retry. Booking and channel blocks are not deletable here — only operator-created manual holds. Read-only roles see the same table without delete controls.
Column sort	Click Unit, Start, End, Nights, Reason, Created by, or Created headers to sort server-side (↕ / ↑ / ↓). Default is Created descending (newest first). Date and night columns default to descending on first click; Unit and Reason default to ascending. Changing sort resets infinite scroll to page 1; Export and the Blocked nights per month chart use the same sort and filters.

Created by is a multi-select: open the control, tick one or more property managers, and remove individual selections with the chip × or use Clear all to reset every filter at once. The table total, Blocked nights per month chart, and Export all use the same server-side filter set.

Open Export, then choose CSV or Excel (.xlsx). Downloads use dated filenames: vivin-manual-blocks-YYYY-MM-DD.csv or vivin-manual-blocks-YYYY-MM-DD.xlsx. If nothing matches the current filters, Export stays disabled.

When the export request fails, Vivin shows a toast instead of silently closing the menu — see Glossary — Export and download failures.

Blocked nights per month

When your account has manual blocks that match the current filters, a Blocked nights per month bar chart appears in a left column next to the table. Each bar is the sum of calendar nights blocked in that month across the entire filtered set — not only the rows already loaded in the table.

Use the chart to spot months with unusually high hold volume before you scroll the full table. Narrowing Search, Date range, or Created by refreshes both the chart and the table from the server with the same query.

Hover a bar to read the exact night count for that month. The chart hides when no blocks match the active filters.

Screenshot freshness

Blocked nights per month chart re-captured 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-audit-bookings-enrichment-screenshots.ts). Created by filter open + chip re-captured 2026-06-21 00:12 UTC (tools/capture-audit-created-by-filter-screenshot.ts). Unit sidebar row-open capture re-captured 2026-06-21 00:12 UTC (tools/capture-audit-row-sidebar.ts). Column sort (Unit ascending) re-captured 2026-06-21 00:12 UTC (tools/capture-audit-manual-blocks-column-sort-screenshot.ts). Load-more skeleton remains from 2026-06-16 12:05 UTC (capture-audit-manual-blocks-pagination-screenshots.ts). Load-failure alert remains from 2026-06-17 07:12 UTC (tools/capture-audit-manual-blocks-load-failure.ts).

Manual Blocks table loading

Pair with other Audit sections

Pagination and load failures pair with Glossary — Directory list load failures — Export still downloads the full filtered set without scrolling every page. Full pairing matrix: Audit section cross-reference.

The Manual Blocks table is server-paged from GET /listings/manual-unavailabilities — it does not download your entire portfolio in one request.

Phase	Behaviour
First paint	Up to 20 rows for the active Search, Date range, and Created by filters (newest created first).
Scroll	When you scroll near the bottom of the main workspace, the next page (20 rows) loads automatically. A short skeleton strip may appear under the table while fetching.
Filters	Changing search, dates, or creator chips resets the table and starts again from the first page.
Done	A footer line shows the server total (for example 42 manual blocks). When every matching row has been fetched, End of list appears beside the count.
Export	CSV / Excel downloads the full filtered set from the server — you do not need to scroll through every page first.

The Blocked nights per month chart always reflects all blocks that match the current filters, even when the table has only loaded the first pages.

Load failures — When the first manual-blocks request fails, a red alert card shows Failed to load manual blocks. with optional server detail and a Retry button (the chart and table stay empty until the fetch succeeds). This is distinct from filters that match zero blocks. See Glossary — Directory list load failures.

Screenshot freshness

Load-failure capture refreshed 2026-06-17 07:12 UTC (VIVIN_DOCS_BASE_URL=http://localhost:5173 VIVIN_DOCS_RECORD_API=$VITE_API_BASE_URL npx tsx tools/capture-audit-manual-blocks-load-failure.ts). Load-more skeleton and pagination footer remain from 2026-06-16 (capture-audit-manual-blocks-pagination-screenshots.ts).

After you scroll through every page, the footer shows the server total and End of list (for example 42 manual blocks · End of list):

Column headers sort server-side across the full filtered set (not only the rows already loaded). The default is Created descending (newest first). Click a header again to reverse direction; click another column to change the primary sort. The same convention as Finance Transactions and Payouts infinite-scroll tables.

Screenshot freshness

Column sort (Unit ascending) captured 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-audit-manual-blocks-column-sort-screenshot.ts).

Table columns

Column	Description
Unit	Property and unit labels (Property · Unit).
Start / End	Block boundaries (day-level).
Nights	Calendar nights between start and end (desktop/tablet).
Reason	Operator-entered description from Add unavailability.
Created by	Team member who created the block, when recorded.
Created	Timestamp when the block was added (widest breakpoints).

Click a row to open the unit listing sidebar in context (same sidebar used in Listings) so you can jump to the unit Calendar or adjust the block if your role includes edit permission.

Typical workflows

Pair with other Audit sections

Hygiene passes pair with Portfolio KPI review — Step 6 and Dashboard — Vacant Units after you clear holds that suppressed Today counts. Full pairing matrix: Audit section cross-reference.

Hygiene pass before high season

1. Open Tools → Audit (or /audit).
2. Expand Why audit manual blocks? if your team needs the checklist.
3. Sort by Created (newest first, default) or click End / Nights to surface long holds; narrow with a date range covering the upcoming season when needed.
4. Scan Reason and End columns for vague text or blocks that should have ended.
5. Open suspicious rows → unit sidebar → Calendar to edit or remove the hold.

Walkthrough: search the Manual Blocks table → scroll the filtered list → open a row to the unit listing sidebar.

Export for owner or ops review

1. Apply filters (for example a date range or Created by).
2. Click Export → CSV or Excel (see the toolbar screenshot for the menu).
3. Share the file outside VIVIN for offline sign-off.

Exported rows include property and unit labels, block Start / End, computed Period and Nights, Reason, Created by, and Created timestamp — column headers follow your interface language.

After staff changes

Filter Created by to a departed operator’s account, then clear blocks they left with unclear reasons — see also Modules — Audit on the overview page and Glossary — Manual unavailability.

Discounts tab

Pair with other Audit sections

Discounts pairs with Bookings — Discounts and payment adjustments and Finance — Contract Values — overdue receivables: Notifications — Payment overdue alerts. Full pairing matrix: Audit section cross-reference.

The Discounts tab (/audit/discounts) lists every contract value on your account where a discount was applied. Use it for month-end revenue review, owner reporting, and spotting discounts without a reason, on the wrong payment type, or on already-ended bookings.

Expanded Why audit discounts? checklist (same tab; banner open):

KPI summary cards

Four compact cards summarise the currently filtered population (same query as the table and Export):

Card	Meaning
Discounted items	Count of contract values with a discount in scope (selected date range, or all time when no range is set).
Total discounts	Sum of discount amounts (€) across those lines.
Avg discount rate	Total discounts as a share of gross (pre-discount) value on discounted lines.
Avg discount / item	Average discount € per discounted line.

Toolbar and filters

Control	Purpose
Search	Matches unit, property, or tenant name (debounced).
Date range	Optional window on the contract-value period / due context. No range = all discounts on the account (default). Clear the range with the × on the pill or Clear all.
Payment type	Pill filters: All, Rent, and enabled fee types (Admin fee, Exit fee, Cleaning fee, Others) — labels follow your fee settings.
Clear all	Appears when search, date range, or payment-type filter is active.
Export	Downloads the full filtered + sorted set as CSV or Excel (vivin-discounts-YYYY-MM-DD.*). Disabled when the filtered list is empty.
Column sort	Click Unit, Tenant, Item, Status, Period, Discount, or Net Amount for server-side sort. Default is Discount descending (largest reductions first).

When the export request fails, Vivin shows a toast instead of silently closing the menu — see Glossary — Export and download failures.

Discounts table loading

Pair with other Audit sections

Discounts pagination pairs with Bookings — Other filters → Discounts and Finance — Tenant category filter when goodwill reductions cluster on one segment. Full pairing matrix: Audit section cross-reference.

The Discounts table is server-paged — it does not download your entire portfolio in one request.

Phase	Behaviour
First paint	Up to 20 rows for the active filters (default sort: Discount descending).
Scroll	Near the bottom, the next page loads automatically (5 rows per follow-up). A Loading more… line may appear under the table.
Filters	Changing search, dates, or payment type resets pagination to page 1.
Done	Footer shows N of M discounted items; when every row is loaded, End of list appears under the table.
Export	CSV / Excel downloads the full filtered set from the server — you do not need to scroll through every page first.

Load failures — When the first discounts request fails, the empty state shows Could not load discounts with the server message. Filtered empty states offer Clear all. This is distinct from an account with zero discounts (No discounts applied).

Table columns

Column	Description
Unit	Unit label; property internal name as secondary line when different.
Tenant	Tenant name with avatar; booking status chip (Upcoming, Ongoing, Ended, Cancelled).
Item	Payment type (Rent, Admin fee, Cleaning fee, etc.).
Status	Contract-value status (same badges as Finance Contract Values).
Period	Scheduled period / due context for the line.
Amount	Gross (pre-discount) scheduled amount.
Discount	Discount € (amber) and % of gross when applicable.
Net Amount	Amount after discount — what allocations compare against.
Reason	Operator-entered discount reason (truncated in-cell; full text in Export).

Click a row (when your role can open bookings) to open the booking detail sidebar on the Contract Values tab with the discounted line highlighted — same sidebar as Bookings.

Typical Discounts workflows

Pair with other Audit sections

Month-end Discounts review pairs with Handling a Late Payment — Step 1 when receivables follow repricing, not pricing errors — see Glossary — Discount (booking). Full pairing matrix: Audit section cross-reference.

Month-end discount review

1. Open Tools → Audit → Discounts (or /audit/discounts).
2. Expand Why audit discounts? if your team needs the checklist.
3. Optionally set a date range for the closing month; leave it empty for all-time triage.
4. Scan Reason for blank or vague entries; sort by Discount to surface the largest reductions.
5. Click a row → booking sidebar → Contract Values to verify or adjust the line (requires bookings.add_discounts).

Export for owner or finance review

1. Apply filters (for example Rent only, or a date range).
2. Click Export → CSV or Excel.
3. Share the file outside VIVIN for offline sign-off. Exported columns include unit, property, tenant, payment type, period, amounts, discount, net, reason, and statuses.

Cross-check with Bookings and Finance filters

Portfolio triage on the Bookings list and Finance Other filters → Booking → Discounts (With / Without) uses the same underlying data. Add Finance → Other filters → Tenant → Tenant category or Tenants — Tenant category filter when goodwill discounts cluster on one segment — see Finance — Tenant category filter. Audit is the dedicated table + KPI + export view for discounted lines only.

Walkthrough: open Discounts → filter Rent → preview Export → open a row to the booking Contract Values sidebar.

Screenshot freshness

Discounts workspace, info banner, export menu, and booking-sidebar captures re-captured 2026-06-23 19:15 UTC (VIVIN_DOCS_BASE_URL=http://localhost:5173 VIVIN_DOCS_RECORD_API=$VITE_API_BASE_URL npx tsx tools/capture-audit-discounts-screenshots.ts).

Audit guide subsection index

Pair with other Audit module guide sections

This index pairs Audit tab sections with Related subsections — use it when manual-block hygiene disagrees with Sales Multicalendar or Discounts receivables need Finance triage. Full pairing matrix: Audit section cross-reference.

Subsection	When to open it	Pair with
Who can use it	Listings permission guard for /audit	Settings > Users and roles, Listings module
Manual Blocks tab	Portfolio-wide unavailability review	Listings — unit calendar, Manual block hygiene, Sales — Multicalendar
Toolbar and filters	Search, date range, Created by, Export	Glossary — Export and download failures, Sales — Multicalendar toolbar
Blocked nights per month	Seasonal hold volume chart	Dashboard — Vacant Units, Portfolio KPI review — Step 6
Manual Blocks table loading	Infinite scroll and load failures	Glossary — Directory list load failures
Typical workflows	Hygiene pass and owner export	Portfolio KPI review, Bookings — Timeline
Discounts tab	Portfolio-wide discounted contract values	Bookings — Discounts and payment adjustments, Finance — Contract Values tab
Discounts table loading	Discounts pagination and empty states	Bookings — Other filters → Discounts, Finance — Tenant category filter
Typical Discounts workflows	Month-end discount review and export	Handling a Late Payment — Step 1, Notifications — Payment overdue alerts
Lockout catch-up after password recovery	Sign-in restored; module backlog accumulated	Common Workflows — Lockout catch-up, Getting Started — Lockout catch-up, Resetting a Management User Password — Step 3
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 wrong-booking receipts after Approve	Common Workflows — Reject/revert mistaken receipts, Payment Allocation — Correcting mistaken receipts, Glossary — Credit note (payment reject/revert)
Notification row-click navigation	/notifications row-click before Discounts month-end export	Common Workflows — Notification row-click navigation, Notification triage — Step 4, Discounts tab
Payment alert to receivables triage	payment overdue on discounted or blocked-unit bookings	Common Workflows — Payment alert to receivables triage, Handling a Late Payment — Step 1, Notifications — Payment overdue alerts
Confirmation alert triage	Upcoming alerts before month-end Discounts sign-off	Common Workflows — Confirmation alert triage, Processing a New Booking — Step 5b, Manual block hygiene
Portfolio segmentation by tenant category	Review one tenant segment across modules	Common Workflows — Portfolio segmentation, Settings > Tenant categories, Finance — Tenant category filter, Tenants — Tenant category filter
Finance debt receivables triage	Discounts review when receivables lag behind Top debtors rank	Common Workflows — Finance debt receivables triage, Finance — Finance debt receivables triage, FAQ — Finance debt receivables triage hub, Discounts tab, Handling a Late Payment collections (finance-overview-debt-aging-expanded-bucket.png, finance-overview-debt-aging-walkthrough-flow.mp4)
Finance Income status drill-down	Discounts review may explain inflated Scheduled segments — reconcile Income chart first	Common Workflows — Finance Income status drill-down, Finance — Income status drill-down, FAQ — Finance Income status drill-down hub, Discounts tab, Finance debt receivables triage (finance-overview-income-status-in-debt-modal.png, finance-overview-income-drill-down-flow.mp4)
Cash flow forecast drill-down	Discounts adjustments may lag Cash flow forecast collections until receipts are approved	Common Workflows — Cash flow forecast drill-down, Finance Income status drill-down, Finance — Income chart and cash flow forecast, FAQ — Cash flow forecast drill-down hub, Discounts tab, Manual Blocks tab (finance-overview-cash-flow-all-payments-modal.png, finance-overview-cash-flow-day-view.png, finance-overview-cash-flow-drill-down-flow.mp4)
Audit section cross-reference	Per-tab pairing matrix	Module cross-reference, Listings guide subsection index

Audit section cross-reference

Use this table when one Audit tab or section naturally leads into another module, workflow, or concept — each row links to the docs you should read before or after acting in that section.

Audit tab / section	Pair with these docs
Who can use it	Settings > Users and roles, Listings module
Manual Blocks tab	Listings — Viewing unit availability and unavailability, Manual block hygiene (workflow), Tenant MCP — Booking and contract data (get-listing-calendar, list-bookings-by-email, request-booking-data), Tenant MCP — Maintenance and escalation (notify-landlord), Landlord MCP — Read-only and intelligence (get-vacant-units-next-month, get-booking-summary — portfolio signal before Audit)
Toolbar and filters	Glossary — Export and download failures, Sales — Multicalendar date range
Manual Blocks table loading	Glossary — Directory list load failures
Typical workflows	Portfolio KPI review, Portfolio KPI review — Step 6, Sales — Multicalendar, Bookings — Other filters tenant category, Glossary — Tenant category, Landlord MCP — Read-only and intelligence (get-vacant-units-next-month, get-listing-calendar during Step 5 reconciliation), Tenant MCP — Booking and contract data (get-listing-calendar when tenants report blocked dates)
Discounts tab	Bookings — Discounts and payment adjustments, Finance — Contract Values tab, Notifications — Payment overdue alerts, Handling a Late Payment — Step 1, Finance — Tenant category filter, Tenants — Tenant category filter, Bookings — Other filters tenant category, Glossary — Tenant category
Discounts table loading	Glossary — Directory list load failures
Typical Discounts workflows	Glossary — Discount (booking), Bookings — Other filters → Discounts, Finance — Tenant category filter, Tenants — Tenant category filter, Settings > Tenant categories

---

Related

Pair with other Audit module guide sections

Related below links this module to settings, concepts, workflows, and escalation paths. Pair Documentation map & escalation with Modules hub — Documentation map & escalation; pair Upstream & downstream workflows with Common Workflows — Workflow cross-reference. Topic-to-section pairing in sections above: Audit guide subsection index · Audit section cross-reference. Full hub matrix: Module cross-reference · Modules hub subsection index.

Documentation map & escalation

Pair with other Audit module guide sections

Documentation-map bullets pair with Introduction — Section cross-reference and FAQ — Section cross-reference. Hub parity: Modules hub — Documentation map & escalation. Full pairing matrix: Audit section cross-reference · Module cross-reference.

• Modules hub — Hub pairing matrix across operator workspaces
• Deep Links — Audit — Bookmarkable URLs
• Glossary — Term definitions used across manual blocks and discount review
• Audit section cross-reference — Tab-to-module pairing table on this page

Upstream & downstream workflows

Pair with other Audit module guide sections

Workflow bullets pair with Common Workflows — Workflow cross-reference. Full pairing matrix: Audit section cross-reference · Module cross-reference.

• Manual block hygiene (workflow) (section cross-reference; Deeper workflow reads; hub) — Step-by-step Audit pass when vacancy or occupancy looks suppressed by stale holds (includes a calendar-edit walkthrough clip)
• Portfolio KPI review (workflow) (section cross-reference; Deeper workflow reads; hub) — When Occupancy or RevPAR dips, cross-check manual blocks here before changing rates in Sales; Step 7 Finance reconciliation covers credit notes when duplicate receipts are already invoiced
• Notification triage (section cross-reference; Deeper workflow reads; hub) — Clear booking- or availability-related alerts after you shorten or remove stale blocks
• Handling a Late Payment — Step 1 (section cross-reference; Deeper workflow reads; hub) — Collections when Discounts review surfaces overdue receivables, not pricing errors
• Notifications — Payment overdue alerts — Operator Payments category rows during month-end Audit + Finance reconciliation
• Onboarding a New Property (section cross-reference; Deeper workflow reads; hub) — Verify Listings and Sales after the property wizard before first manual blocks accumulate
• Cancelling a Booking (section cross-reference; Deeper workflow reads; hub) — Release calendar holds after early termination when Audit still shows blocked unit rows
• Managing a Check-out & Deposit Refund (section cross-reference; Deeper workflow reads; hub) — Deposit settlement after manual-block hygiene frees units for the next arrival

Deeper workflow reads

Pair with other Audit module guide sections

Workflow reads pair with Common Workflows hub subsection index and Workflow cross-reference. Each workflow sub-guide reciprocates with [Deeper workflow reads](../modules/audit/index.md#deeper-workflow-reads) anchors on Module documentation hubs bullets — hub parity: Modules hub — Deeper workflow reads. Full pairing matrix: Audit section cross-reference · Module cross-reference.

• Manual block hygiene — Step-by-step Audit pass when vacancy or occupancy looks suppressed by stale holds (section cross-reference; Deeper API reads; hub)
• Portfolio KPI review — When Occupancy or RevPAR dips, cross-check manual blocks here before changing rates in Sales (section cross-reference; Deeper API reads; hub)
• Notification triage — Clear booking- or availability-related alerts after you shorten or remove stale blocks (section cross-reference; Deeper API reads; hub)
• Handling a Late Payment — Step 1 — Collections when Discounts review surfaces overdue receivables, not pricing errors (section cross-reference; Deeper API reads; hub)
• Onboarding a New Property — Verify Listings and Sales after the property wizard before first manual blocks accumulate (section cross-reference; Deeper API reads; hub)
• Cancelling a Booking — Release calendar holds after early termination when Audit still shows blocked unit rows (section cross-reference; Deeper API reads; hub)
• Managing a Check-out & Deposit Refund — Deposit settlement after manual-block hygiene frees units for the next arrival (section cross-reference; Deeper API reads; hub)

Settings that shape Audit

Pair with other Audit module guide sections

Settings bullets pair with Account Settings — Tab cross-reference. Full pairing matrix: Audit section cross-reference · Module cross-reference.

• Settings > Preferences — Preparation-day buffers (automatic) distinct from operator-created manual holds in Audit
• Settings > Preferences — In-app notifications — Account-wide booking and payment alert masters after clearing blocks that triggered availability notifications
• Settings > Tenant categories — Segment definitions when Discounts review shows goodwill patterns on one cohort — pair with Finance — Tenant category filter
• Settings > Interface Language — Your in-app notifications — Per-user opt-outs that complement account masters on /notifications triage
• Settings > Emails — Communication schedule audit when manual blocks coincide with payment-reminder disputes

Deeper concept reads

Pair with other Audit module guide sections

Concept reads pair with Concepts hub subsection index and Concept cross-reference. Full pairing matrix: Audit section cross-reference · Module cross-reference.

• Booking lifecycle — Computed stay status when blocks masked occupancy signals (section cross-reference; hub)
• Integrations & Distribution — Manual blocks propagate to every connected marketplace calendar (section cross-reference; hub)
• Tenant MCP — Booking-scoped get-listing-calendar, list-bookings-by-email, and notify-landlord when tenants or external assistants surface blocked dates — see Manual block hygiene (section cross-reference; hub)
• Landlord MCP — Portfolio-wide get-vacant-units-next-month and get-booking-summary when occupancy signals suggest a hygiene pass before you change rates (section cross-reference; hub)
• Tenant Portal — Stale manual blocks can hide units tenants should see as bookable on direct portal or engine flows (section cross-reference; hub)
• FAQ — Tenant contract signing blocked — No PDF yet, mandatory Your Details gates, category locks, or Lease purpose; portal signing vs paper upload on Contract Info
• Payment Allocation — Two-layer receipts, invoiced-floor rent edits, and credit note reject/revert warnings (section cross-reference; hub)

Operator modules (pairing surfaces)

Pair with other Audit module guide sections

Module hub bullets pair with Modules — Module cross-reference. Full pairing matrix: Audit section cross-reference · Module cross-reference.

• Bookings — Discounts and payment adjustments — Apply or edit discounts on Contract Values; Audit Discounts tab lists every discounted line portfolio-wide
• Finance — Contract Values tab — Same line amounts, statuses, and net figures as the Audit Discounts table
• Finance — Tenant category filter — Portfolio In Debt triage by segment when Discounts clusters on one cohort
• Tenants — Tenant category filter — Profile-count cross-check before account-wide rate or portal changes after Discounts review
• Bookings — Other filters tenant category — Mirror segment filter when Finance cache parity lags
• Finance module — Contract Values and debt KPIs after you release calendar holds
• Analytics module — Overview tab — Portfolio KPI bar grid when Audit clears blocks but occupancy still looks suppressed
• Listings — Viewing unit availability and unavailability — Create and edit blocks on a unit calendar
• Listings — Reviewing manual blocks across the portfolio — When to use Audit vs per-unit calendar
• Listings — Calendar tab — Where operators create blocks that surface in Audit
• Bookings — Timeline — Per-unit Gantt view after clearing suspicious holds from Audit
• Sales — Multicalendar — Per-unit availability after you clear or shorten a suspicious block from Audit
• Dashboard — Vacant Units — How holds affect vacant-unit signals
• Properties workspace — Legacy /properties URLs during cross-portfolio block review

Lockout catch-up after password recovery

Pair with other Audit module guide 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: Audit section cross-reference · Module cross-reference.

• Common Workflows — Lockout catch-up after password recovery — Hub matrix when sign-in was restored before manual-block or discount audits ran
• Getting Started — Lockout catch-up after password recovery — Canonical operational backlog mesh
• Manual block hygiene — Audit pass when occupancy looks suppressed after lockout
• Notification triage — Clear listing alerts before block review
• Pending manual receipt approval — Discount review may cite stale debt until Finance clears Pending receipts

Pending manual receipt approval

Pair with other Audit module guide sections

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

• Common Workflows — Pending manual receipt approval — Hub matrix when Discounts export still shows unpaid lines until Approve payments confirms transfers

• Finance — Pending manual payments — Amber Pending chip on Finance → Transactions

• Discounts tab — Cross-portfolio discounted Contract Values paired with receipt state

• Bookings — Transactions tab — Per-row Approve payment on sidebar drill-down

• FAQ — Manual receipt still pending — Why discount vs debt reconciliation may lag until approval

• FAQ — Pending manual receipt approval hub — Symptom table for Approve payments / amber Pending

Reject/revert mistaken receipts

Pair with other Audit module guide sections

Receipt cleanup pairs with Finance — Row actions on in-payment rows and Bookings — Row actions on in-payment rows. Hub parity: Common Workflows — Reject/revert mistaken receipts. Full pairing matrix: Audit section cross-reference · Module cross-reference.

• Common Workflows — Reject/revert mistaken receipts — Hub matrix when duplicate receipts skew Discounts or debt exports

• Finance — Row actions on in-payment rows — Portfolio reject/revert after audit triage

• Payment Allocation — Correcting mistaken receipts — Two-layer model and credit note follow-up

• Typical Discounts workflows — Month-end review after receipt cleanup

• Manual Blocks tab — Release holds only after finance lines are corrected

• FAQ — Reject/revert mistaken receipts hub — Symptom table for Reject / Revert / Issue credit notes

Check-out ledger cleanup before refund

Pair with other Audit module guide 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: Audit section cross-reference · Module cross-reference.

• Common Workflows — Check-out ledger cleanup before refund — Hub matrix when duplicate receipts skew Discounts or debt exports during month-end review

• Reject/revert mistaken receipts — Reject / Revert duplicate before Ready To Refund

• Managing a Check-out — Step 6 — Canonical departure-week duplicate cleanup before refund

• Common Workflows — Check-out collections before refund — Real arrears contrast (tenant did not pay)

• Manual Blocks tab — Release holds only after finance lines are corrected

• Portfolio KPI review — Step 7 — Reconcile after Revert on duplicates

• FAQ — Check-out ledger cleanup before refund hub — Symptom table for phantom In Debt / Ready To Refund blocked when tenant paid once

Utility overage collections

Pair with other Audit module guide sections

Utility overage In Debt skews month-end Discounts and receivables exports — triage after bill posting before outreach. Hub parity: Common Workflows — Utility overage collections. Full pairing matrix: Audit section cross-reference · Module cross-reference.

• Common Workflows — Utility overage collections — Hub matrix when month-end exports include utility overage In Debt clusters

• Finance — Contract Values tab — In Debt drill-down before month-end sign-off

• Portfolio KPI review — Step 7 — Segment overage arrears at month-end

• Entering Monthly Utility Bills — Step 4 — Upstream posting before collections

• Handling a Late Payment — Step 1 — Collections after overage posts

• FAQ — Utility overage collections hub — Symptom table for unpaid utility overage on Payment Plan after bill posting

Cancellation collections before void

Pair with other Audit module guide sections

Pre-cancel arrears pair with Portfolio KPI review month-end sign-off before void queue. Hub parity: Common Workflows — Cancellation collections before void. Full pairing matrix: Audit section cross-reference · Module cross-reference.

• Common Workflows — Cancellation collections before void — Hub matrix when pre-cancel arrears skew month-end exports before policy void queue

• Portfolio KPI review — Step 7 — Segment pre-cancel arrears before void

• Cancelling a Booking — Step 2 — Settle flagged bookings

• Handling a Late Payment — Steps 1–4 — Collections on export outliers

• Manual block hygiene — Phantom In Debt after hold cleanup mistaken for cancel

• Common Workflows — Check-out collections before refund — Departure-week contrast

• FAQ — Cancellation collections before void hub — Symptom table for In Debt blocking Cancel booking until Payment Plan settles

Check-out collections before refund

Pair with other Audit module guide sections

Departure-week arrears pair with Portfolio KPI review month-end sign-off before refund queue. Hub parity: Common Workflows — Check-out collections before refund. Full pairing matrix: Audit section cross-reference · Module cross-reference.

• Common Workflows — Check-out collections before refund — Hub matrix when departure arrears skew month-end exports before refund queue

• Portfolio KPI review — Step 7 — Segment departure arrears before sign-off

• Managing a Check-out — Step 6 — Settlement on flagged bookings

• Handling a Late Payment — Steps 1–4 — Collections on export outliers

• Manual block hygiene — Phantom In Debt after hold cleanup mistaken for collections

• Common Workflows — Check-out ledger cleanup before refund — Duplicate receipts skew exports

• Common Workflows — Cancellation collections before void — Pre-cancel arrears contrast

• FAQ — Check-out collections before refund hub — Symptom table for rent/fee In Debt blocking Ready To Refund before deposit release

Handling a Late Payment collections

Pair with other Audit module guide sections

Month-end Discounts / receivables exports pair with Finance debt receivables triage before Handling a Late Payment collections sign-off. Hub parity: Common Workflows — Handling a Late Payment collections hub. Full pairing matrix: Audit section cross-reference · Module cross-reference.

• Common Workflows — Handling a Late Payment collections hub — Hub matrix when audit exports lag until collections Steps 1–6 clear (audit-manual-blocks-workspace.png, finance-overview-income-chart-debt-aging.png)
• Finance debt receivables triage — Debt Aging before month-end export sign-off
• Portfolio KPI review — Step 7 — Collections follow-through during KPI review
• Handling a Late Payment — Step 1 — Collections after export outlier triage
• Pending manual receipt approval — Pending inflates receivables exports until Approve
• Common Workflows — Occupancy KPI to block hygiene handoff — Occupancy vs arrears during audit review
• FAQ — Handling a Late Payment collections hub — Symptom table for triage surface → collections step pairing

Check-out vs cancellation

Pair with other Audit module guide sections

Month-end Export rows include both Ended and Canceled bookings — confirm lifecycle filter before you reconcile departure KPIs with Managing a Check-out vs Cancelling a Booking. Hub parity: Common Workflows — Check-out vs cancellation. Full pairing matrix: Audit section cross-reference · Module cross-reference.

• Common Workflows — Check-out vs cancellation — Hub matrix: export reconciliation by lifecycle exit (audit-manual-blocks-workspace.png, bookings-list-canceled-tab.png)
• Manual Blocks tab — Stale holds after wrong exit workflow
• Portfolio KPI review — Step 7 — Month-end sign-off after correct routing
• Managing a Check-out — Step 7 — Completed stay closure
• Cancelling a Booking — Step 4 — Policy void closure
• Manual block hygiene — Hold cleanup after either path
• FAQ — Check-out vs cancellation — Symptom table for lifecycle exit routing

Deposit missing on Finance Deposits

Pair with other Audit module guide sections

Month-end export sign-off should clear Finance → Deposits toolbar date range when lifecycle card counts look too low for the reporting period — not only manual block reconciliation. Hub parity: Common Workflows — Deposit missing on Finance Deposits. Full pairing matrix: Audit section cross-reference · Module cross-reference.

• Common Workflows — Deposit missing on Finance Deposits — Hub matrix (audit-manual-blocks-filter-scroll.png, finance-deposits-date-range-clear-flow.mp4)
• Portfolio KPI review — Deposit missing on Finance Deposits — Month-end sign-off at Step 7
• Finance — Deposits tab — Export scoped to active date window
• Finance — Deposit lifecycle status cards — Card counts before export
• Managing a Check-out — Deposit missing on Finance Deposits — Step 5 refund triage after clearing range
• FAQ — Deposit missing on Finance Deposits — Symptom table for toolbar date range triage

Notification row-click navigation

Pair with other Audit module guide sections

Month-end Discounts export and Manual Blocks hygiene can disagree with receivables until /notifications row-click opens the booking for Notification triage — Step 4 — finish Transactions / Payment Plan triage before you trust discount KPIs or release holds. Hub parity: Common Workflows — Notification row-click navigation. Full pairing matrix: Audit section cross-reference · Module cross-reference.

• Common Workflows — Notification row-click navigation — Hub matrix (notifications-row-navigate-to-booking-detail.png, notifications-row-navigation-flow.mp4)
• Notifications module — Notification row-click navigation — Canonical /notifications row-click pairing
• Dashboard — Notification row-click navigation — Bell General vs full /notifications row-click
• Bookings — Notification row-click navigation — Booking sidebar when alert carries bookingId (most Discounts drill-downs)
• 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
• 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
• Operations — Notification row-click navigation — Turnover-week alerts that row-click into Bookings first
• Utilities — Notification row-click navigation — Overage payment overdue alerts after bill cycle
• 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 audit conclusions
• Inbox — Notification row-click navigation — Bell Inbox link deep-link vs General row-click
• Discounts tab — Cross-portfolio discounted lines after row-click opens booking context
• Manual Blocks tab — Availability holds on units surfaced by listing alerts
• 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
• Manual block hygiene — Notification row-click navigation — Clear availability alerts before Audit pass (Step 1)
• FAQ — Notification row-click navigation — Target field order (link, bookingId, tenantId, listingId, propertyId)

Payment alert to receivables triage

Pair with other Audit module guide sections

When Discounts review surfaces payment overdue rows on goodwill-adjusted bookings, row-click into Bookings and finish Handling a Late Payment — Step 1 before you export discount CSVs for owner sign-off. Hub parity: Common Workflows — Payment alert to receivables triage. Full pairing matrix: Audit section cross-reference · Module cross-reference.

• 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)
• Notifications module — Payment alert to receivables triage — Payments category row-click entry
• Dashboard — Payment alert to receivables triage — Total Debt KPI after alert row-click
• Bookings — Payment alert to receivables triage — Payment Plan / Transactions on opened booking
• Finance — Payment alert to receivables triage — Overview → Debt Aging after single-booking triage
• Tenants — Payment alert to receivables triage — With Debt cross-check on tenant profile
• Listings — Payment alert to receivables triage — Property Payments Active portal charges on listing bookings
• 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
• Operations — Payment alert to receivables triage — Unpaid move-in lines before key handover
• 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
• Inbox — Payment alert to receivables triage — payment overdue on General before WhatsApp chase
• Discounts tab — Cross-portfolio discounted Contract Values paired with receivables state
• Typical Discounts workflows — Month-end review after receivables triage
• Notification row-click navigation — Row-click on /notifications before Discounts export
• Pending manual receipt approval — Amber Pending before collections sign-off
• Confirmation alert triage — Contrast Upcoming vs Ongoing/Ended alerts
• Handling a Late Payment — Step 1 — Canonical receivables triage during Discounts review
• FAQ — Payment alert to receivables triage — Alert-type contrast table
• FAQ — Payment alert to receivables triage hub — Discounts review when receivables lag symptom table

Finance debt receivables triage

Pair with other Audit module guide sections

Discounts export and goodwill lines may explain receivables that lag behind Top debtors rank — pair ledger cleanup before collections sign-off. Hub parity: Common Workflows — Finance debt receivables triage. Full pairing matrix: Audit section cross-reference · Module cross-reference.

• Common Workflows — Finance debt receivables triage — Hub matrix (finance-overview-income-chart-debt-aging.png, finance-overview-debt-aging-walkthrough-flow.mp4)
• Payment alert to receivables triage — Single-booking alert triage before portfolio surfaces
• Finance — Finance debt receivables triage — Debt Aging Top debtors canonical surface
• Pending manual receipt approval — Clear amber Pending before Top debtors sign-off
• Dashboard — Finance debt receivables triage — Total Debt headline vs Finance drill-down
• Bookings — Finance debt receivables triage — Payment Plan on opened booking
• Handling a Late Payment — Finance debt receivables triage — Debt Aging on Step 1 before outreach
• Portfolio KPI review — Finance debt receivables triage — Month-end Top debtors on Step 7
• FAQ — Finance debt receivables triage hub — Symptom table for four-surface triage
• Discounts tab — Goodwill lines during month-end review
• Manual Blocks tab — Phantom availability vs real debt

Finance Income status drill-down

Pair with other Audit module guide sections

Discounts review may explain inflated Scheduled segments — reconcile Income chart before Debt Aging collections. Hub parity: Common Workflows — Finance Income status drill-down. Full pairing matrix: Audit section cross-reference · Module cross-reference.

• Common Workflows — Finance Income status drill-down — Hub matrix (finance-overview-income-status-in-debt-modal.png, finance-overview-income-drill-down-flow.mp4)
• Finance debt receivables triage — Debt Aging Top debtors when payment-line modal is not enough
• Finance — Income status drill-down — Stacked Income chart canonical surface
• FAQ — Finance Income status drill-down hub — Symptom table for segment vs Debt Aging
• FAQ — Finance Income status drill-down — Paid / Scheduled / In debt segment-click habit
• Portfolio KPI review — Finance Income status drill-down — Month-end Income reconciliation on Step 7
• Audit — Finance debt receivables triage — Discounts when receivables lag
• Reject/revert mistaken receipts — Revert duplicates before re-reading In debt segments

Cash flow forecast drill-down

Pair with other Audit module guide sections

Discounts review may explain Cash flow forecast vs bank mismatch — reconcile All payments modal before collections escalation. Hub parity: Common Workflows — Cash flow forecast drill-down. Full pairing matrix: Audit section cross-reference · Module 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)
• Finance Income status drill-down — Paid / Scheduled / In debt segments — not collections history
• Finance — Income chart and cash flow forecast — Canonical Cash flow forecast chart surface
• FAQ — Cash flow forecast drill-down hub — Symptom table for collections vs Income / Dashboard
• FAQ — Cash flow forecast drill-down — Month / Day bar-click habit
• Portfolio KPI review — Cash flow forecast drill-down — Month-end collections reconciliation on Step 7
• Audit — Finance debt receivables triage — Discounts when receivables lag
• Reject/revert mistaken receipts — Revert duplicates before re-reading month bars

Confirmation alert triage

Pair with other Audit module guide sections

Upcoming Booking created / Payment received alerts during month-end Discounts or Manual Blocks review row-click into Bookings — finish Processing a New Booking — Step 5b / Step 6 before you bulk-clear /notifications and sign off audit exports. Hub parity: Common Workflows — Confirmation alert triage. Full pairing matrix: Audit section cross-reference · Module cross-reference.

• Common Workflows — Confirmation alert triage — Hub matrix (notifications-row-navigation-flow.mp4)
• Notifications module — Confirmation alert triage — Canonical inbox pairing
• Dashboard — Confirmation alert triage — Post-login Upcoming alert backlog on bell
• Bookings — Confirmation alert triage — Transactions / Contract Info on Upcoming imports
• Tenants — Confirmation alert triage — Tenant Info / Category on confirmation-week clusters
• Finance — Confirmation alert triage — Transactions amber Pending before Overview KPI refresh
• Listings — Confirmation alert triage — Channel import bookings on go-live properties
• Legacy /properties URLs — Confirmation alert triage — First alerts after legacy /properties bookmarks redirect to Listings
• Booking engine details — Confirmation alert triage — White-label Upcoming alerts before payload sync
• Operations — Confirmation alert triage — Turnover prep after confirmation receipts approved
• 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
• Inbox — Confirmation alert triage — WhatsApp thread after Payment received row-click
• Utilities — Confirmation alert triage — First bill cycle after go-live alerts
• Discounts tab — Month-end discount review after confirmation receipts approved
• Manual Blocks tab — Release holds only after confirmation-week bookings are verified
• Notification row-click navigation — Row-click on /notifications before mark-read
• Payment alert to receivables triage — Contrast Upcoming vs Ongoing/Ended payment overdue
• Pending manual receipt approval — Payment received alert until Approve payments
• Manual block hygiene — Confirmation alert triage — Clear Upcoming alerts before Audit pass (Step 1)
• Notification triage — Confirmation alert triage — Steps 4 / 5 path
• FAQ — Confirmation alert triage — Alert-type table and bulk mark-read guard
• FAQ — Confirmation alert triage hub — Month-end Discounts review after confirmation receipts symptom table

New inventory to first booking handoff

Pair with other Audit module guide sections

Month-end export after go-live should confirm stale Manual Blocks cleared before first channel import — pair Onboarding — Step 7 with Processing a New Booking — Step 1. Hub parity: Common Workflows — New inventory to first booking handoff. Full pairing matrix: Audit section cross-reference · Module cross-reference.

• Manual Blocks tab — Holds on new inventory before first import
• Bookings — New inventory to first booking handoff — First Upcoming status on new inventory
• Onboarding a New Property — Step 7 — Upstream go-live verify
• Processing a New Booking — Step 1 — Duplicate check before Add booking
• Portfolio KPI review — Step 7 — Month-end sign-off mesh
• Common Workflows — New inventory to first booking handoff — Hub matrix (audit-manual-blocks-workspace.png, workflows-onboarding-property-wizard.mp4)
• Property setup to first arrival handoff — Downstream arrival backlog export
• FAQ — New inventory to first booking handoff — Symptom table for property wizard → first reservation

Property setup to first arrival handoff

Pair with other Audit module guide sections

Month-end export after go-live should confirm first-arrival Upcoming backlog cleared on Operations → Check-in & Check-out — pair Onboarding — Step 7 with Managing a Check-in — Step 1. Hub parity: Common Workflows — Property setup to first arrival handoff. Full pairing matrix: Audit section cross-reference · Module cross-reference.

• Operations — Property setup to first arrival handoff — First-arrival week lists before export
• Bookings — Property setup to first arrival handoff — First Upcoming status on new inventory
• Onboarding a New Property — Step 7 — Upstream go-live verify
• Portfolio KPI review — Step 7 — Month-end sign-off mesh
• Managing a Check-in — Step 1 — Downstream arrival-week entry
• Common Workflows — Property setup to first arrival handoff — Hub matrix (workflows-operations-check-in-out-planning-view.png, workflows-onboarding-property-wizard.mp4)
• Manual Blocks tab — Holds on new inventory before first import
• FAQ — Property setup to first arrival handoff — Symptom table for go-live → first arrival week

Confirmation to check-in handoff

Pair with other Audit module guide sections

Month-end export sign-off should confirm Upcoming confirmation backlog cleared before arrival-week Operations planning. Hub parity: Common Workflows — Confirmation to check-in handoff. Full pairing matrix: Audit section cross-reference · Module cross-reference.

• Portfolio KPI review — Step 7 — Month-end Upcoming backlog before sign-off
• Confirmation alert triage — Month-end Discounts review after confirmation receipts approved
• Bookings — Confirmation to check-in handoff — Contract Info portal gates on Upcoming imports
• Operations — Confirmation to check-in handoff — Check-in & Check-out after confirmation closes
• Common Workflows — Confirmation to check-in handoff — Hub matrix (bookings-detail-contract-method-of-payments.png, workflows-operations-check-in-out-planning-view.png, booking-lifecycle-status-tabs-flow.mp4)
• Processing a New Booking — Step 6 — Upstream portal sanity before handoff
• Managing a Check-in — Step 1 — Downstream arrival-week entry (~7 days out)
• Pending manual receipt approval — Step 5b confirmation receipts before handoff
• FAQ — Confirmation to check-in handoff — Symptom table for Upcoming → arrival week

Check-in to check-out handoff

Pair with other Audit module guide sections

Month-end export review should confirm Ongoing stays entering departure week were triaged on Operations → Check-in & Check-out — not left in arrival-week backlog. Hub parity: Common Workflows — Check-in to check-out handoff. Full pairing matrix: audit-section-cross-reference · Module cross-reference.

• Operations — Check-in to check-out handoff — Departure-week backlog after month-end export
• Bookings — Check-in to check-out handoff — Timeline Ongoing → departure week
• Portfolio KPI review — Step 7 — Month-end sign-off pairing
• Managing a Check-in — Step 4 — Upstream keys handed over
• Managing a Check-out — Step 1 — Downstream departure-week entry
• 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 for Ongoing → departure week

Check-out final utilities handoff

Pair with other Audit module guide sections

Month-end export should run after departure-week utility overage backlog clears on Finance → Transactions — utility Missing bills skew receivables until Entering Monthly Utility Bills — Step 5 closes. Hub parity: Common Workflows — Check-out final utilities handoff. Full pairing matrix: Audit section cross-reference · Module cross-reference.

• Common Workflows — Check-out final utilities handoff — Hub matrix for month-end sign-off (utilities-bills-tab-missing-toggle.png, utilities-allocations-review-flow.mp4)
• Portfolio KPI review — Step 7 — Month-end departure utility sign-off before export
• Utilities — Check-out final utilities handoff — Missing bills upstream of export skew
• Finance — Check-out final utilities handoff — Transactions overage receipt mesh before export
• Entering Monthly Utility Bills — Step 5 — Missing bill triage before month-end close
• Managing a Check-out — Step 6 — Settlement before deposit release
• FAQ — Check-out final utilities handoff — Symptom table for final utility overage blocking refund

Same-day turnover coordination

Pair with other Audit module guide sections

Month-end export should run after turnover ticket backlog clears on Operations → Check-in & Check-out — hub parity: Common Workflows — Same-day turnover coordination. Full pairing matrix: Audit section cross-reference · Module 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)
• Operations — Same-day turnover coordination — Turnover ticket backlog before month-end export
• Bookings — Same-day turnover coordination — Timeline Ongoing → turnover day overlap
• Portfolio KPI review — Same-day turnover coordination — Multicalendar turnover gaps on Step 7
• Managing a Check-out — Step 2 — Turnover ticket before incoming arrival
• Manual block hygiene — Same-day turnover coordination — Timeline overlap after Step 4 hold cleanup
• FAQ — Same-day turnovers — Four-step operator habit
• Glossary — Same-day turnover — Shared-unit vocabulary

WhatsApp per-booking messaging

Pair with other Audit module guide sections

Month-end communication review pairs with Bookings → Communication when Discounts or manual-block audits surface tenant message disputes — cross-booking Inbox lacks booking ledger context. Hub parity: Glossary — WhatsApp per-booking messaging hub · Common Workflows — WhatsApp per-booking messaging. Full pairing matrix: Audit section cross-reference · Module cross-reference.

• Common Workflows — WhatsApp per-booking messaging — Hub matrix (bookings-detail-communication-tab-whatsapp-thread.png, inbox-module-overview.png, inbox-module-triage-flow.mp4)
• Glossary — WhatsApp per-booking messaging hub — Surface table + per-guide/module mesh reciprocal hub
• Dashboard — WhatsApp per-booking messaging — Bell Inbox sub-tab vs General on post-login scan
• Notifications — WhatsApp per-booking messaging — Canonical /notifications message alert rows
• Bookings — WhatsApp per-booking messaging — Communication tab composer with Payment Plan context
• Inbox — WhatsApp per-booking messaging — Cross-booking triage and bell Inbox sub-tab
• Tenants — WhatsApp per-booking messaging — Tenant profile after Inbox name click
• Finance — WhatsApp per-booking messaging — Collections outreach with Transactions visible
• Operations — WhatsApp per-booking messaging — Maintenance ticket threads on Communication
• Listings — WhatsApp per-booking messaging — Go-live property tenant threads after channel import
• Utilities — WhatsApp per-booking messaging — Utility overage bill questions on Communication
• Sales — WhatsApp per-booking messaging — Channel-import message backlog during Multicalendar review
• Analytics — WhatsApp per-booking messaging — Month-end message backlog during KPI review
• AI Chat — WhatsApp per-booking messaging — Assistant-cited threads before operational follow-up
• Legacy /properties URLs — WhatsApp per-booking messaging — Legacy bookmarks during message triage
• Booking engine details — WhatsApp per-booking messaging — Engine-sourced tenant threads before payload sync
• Notification row-click navigation — Discounts / Manual Blocks month-end review after row-click
• Common Workflows — Notification row-click navigation — New WhatsApp message from … on /notifications vs bell Inbox
• 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
• FAQ — WhatsApp per-booking messaging hub — Month-end communication review after Discounts audit symptom table

Bot reasoning (audit)

Pair with other Audit module guide sections

Month-end communication review after Discounts audit. Hub parity: Glossary — Bot reasoning (audit) hub · Common Workflows — Bot reasoning (audit). Full pairing matrix: Audit section cross-reference · Module cross-reference.

• Common Workflows — Bot reasoning (audit) — Hub matrix (bookings-detail-communication-tab-bot-reasoning-expanded.png)
• Glossary — Bot reasoning (audit) hub — Surface table + per-guide/module mesh reciprocal hub
• Bookings — Bot reasoning (audit) — Canonical Communication Reasoning control
• ChatBot settings — Read-only audit vs editable persona / IF/THEN

ChatBot settings

Pair with other Audit module guide sections

Account Settings → ChatBot pairs with Communication thread review — month-end communication review after discounts audit. Hub parity: Glossary — ChatBot settings hub · Common Workflows — ChatBot settings. Full pairing matrix: Audit section cross-reference · Module cross-reference.

• Common Workflows — ChatBot settings — Hub matrix (settings-chatbot-tab-overview.png, settings-chatbot-status-bot-connected.png, settings-chatbot-save-rule-flow.mp4)
• Glossary — ChatBot settings hub — Surface table + per-guide/module mesh reciprocal hub
• ChatBot settings — Persona, IF/THEN rules, Status Bot pairing
• Glossary — Bot reasoning (audit) hub — Thread audit after rule changes

Rent reduction after invoicing

Pair with other Audit module guide sections

Month-end Discounts review may surface bookings where schedule edits are blocked below exported invoice totals — pair Bookings → Contract Values → Edit amount with Bulk Hostkit invoicing for Issue credit notes (N). Hub parity: Common Workflows — Rent reduction after invoicing. Full pairing matrix: Audit section cross-reference · Module cross-reference.

• Common Workflows — Rent reduction after invoicing — Hub matrix (bookings-detail-change-monthly-rent-modal.png, 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 Finance → Transactions
• Discounts tab — Contract-value review before external rent relief
• 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
• Portfolio KPI review — Rent reduction after invoicing — Month-end repricing sign-off on Step 7
• Cancelling a Booking — Rent reduction after invoicing — Settlement repricing during Step 2b
• Managing a Check-in — Rent reduction after invoicing — Pre-move-in goodwill
• Managing a Check-out — Rent reduction after invoicing — Departure-week goodwill adjustments
• Notification triage — Rent reduction after invoicing — Row-click to invoiced booking on Step 4
• Entering Monthly Utility Bills — Rent reduction after invoicing — Month-end bill cycle on Step 5
• Manual block hygiene — Rent reduction after invoicing — Hold cleanup on Step 5
• Using in-app support — Rent reduction after invoicing — Self-serve before filing tickets
• Resetting a Management User Password — Rent reduction after invoicing — Lockout-delayed repricing after Step 3
• FAQ — Rent reduction after invoicing hub — Discounts audit surfacing invoiced-floor repricing blocks symptom table

Occupancy KPI to block hygiene handoff

Pair with other Audit module guide sections

Manual Blocks tab is the portfolio entry point for hub Common Workflows — Occupancy KPI to block hygiene handoff when Analytics → Occupancy Ranking looks hold-suppressed. Full pairing matrix: Audit section cross-reference · Module cross-reference.

• Common Workflows — Occupancy KPI to block hygiene handoff — Hub matrix (audit-manual-blocks-workspace.png, audit-manual-blocks-filter-scroll.mp4)
• Manual block hygiene — Step 1 — Checklist and Blocked nights per month chart
• Portfolio KPI review — Step 3 — Upstream Occupancy dip signal
• Listings — Calendar — Per-unit hold edit after row-click
• Glossary — Vacant Unit Preference — Include manual blocks before blaming holds
• Portfolio KPI review — Occupancy KPI to block hygiene handoff — Occupancy Ranking dip on Step 3 before rate cuts
• Manual block hygiene — Occupancy KPI to block hygiene handoff — Audit pass when KPIs stay suppressed after holds cleared (Step 5)
• Processing a New Booking — Occupancy KPI to block hygiene handoff — Timeline overlap from stale holds on Step 1
• Onboarding a New Property — Occupancy KPI to block hygiene handoff — Unexpected Multicalendar holds on Step 7 go-live pass
• 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)
• FAQ — Occupancy KPI to block hygiene handoff hub — Symptom table for Manual Blocks hold cleanup

Month-end invoicing (fixed date)

Pair with other Audit module guide sections

Discounts review may surface invoiced rows needing month-end fixed-date batch ordering — save Invoice date in Settings → Invoicing before Finance → Transactions bulk Issue allocation. Hub parity: Common Workflows — Month-end invoicing (fixed date). Full pairing matrix: Audit section cross-reference · Module cross-reference.

• Common Workflows — Month-end invoicing (fixed date) — Hub matrix (settings-invoicing-invoice-date-toggle.png, finance-transactions-fixed-invoice-date-banner.png, finance-transactions-bulk-toolbar-fixed-invoice-date-banner.png)
• Invoicing — Default invoice date — Account-wide toggle + Save
• Common Workflows — Bulk Hostkit invoicing — Issue allocation after fixed date is saved
• Discounts tab — Month-end adjustment review before bulk export
• Finance — Month-end invoicing with a fixed date — Issue allocation after fixed date is saved
• Processing a New Booking — Month-end invoicing (fixed date) — First-month bulk export after confirmation (Step 6b)
• Handling a Late Payment — Month-end invoicing (fixed date) — Collections batch during Step 6b
• Portfolio KPI review — Month-end invoicing (fixed date) — Step 7 sign-off mesh
• Notification triage — Month-end invoicing (fixed date) — Alert cleanup before bulk Issue allocation (Step 5)
• Entering Monthly Utility Bills — Month-end invoicing (fixed date) — Finish Missing data + overage Pending (Steps 4b–5)
• Manual block hygiene — Month-end invoicing (fixed date) — Clear stale holds before Issue allocation (Step 5)
• Using in-app support — Month-end invoicing (fixed date) — Self-serve before filing wrong-date tickets
• Resetting a Management User Password — Month-end invoicing (fixed date) — Lockout-delayed month-end export after Step 3
• FAQ — Month-end invoicing (fixed date) hub — Discounts review overlapping month-end fixed Invoice date batch symptom table

Bulk Hostkit invoicing

Pair with other Audit module guide sections

Discounts review may surface bookings needing month-end bulk Issue allocation — clear Manual Blocks holds before unmasking receivables on Finance → Transactions. Hub parity: Common Workflows — Bulk Hostkit invoicing. Full pairing matrix: Audit section cross-reference · Module cross-reference.

• Common Workflows — Bulk Hostkit invoicing — Hub matrix (finance-transactions-bulk-selection-bar.png, settings-invoicing-hostkit-series.png)
• Common Workflows — Month-end invoicing (fixed date) — Fixed Invoice date before bulk Issue allocation
• Settings > Invoicing — Hostkit invoice series — Required FR code before Issue allocation
• Finance — Invoice automation — Bulk Issue allocation / Invoice selected toolbar
• Finance — Issuing credit notes (integrated invoicing) — Issue credit notes (N) after invoiced Reject / Revert
• Discounts tab — Promotional rows before month-end batch
• Finance — Bulk Hostkit invoicing — Transactions toolbar reference
• Processing a New Booking — Bulk Hostkit invoicing — First-month Issue allocation after confirmation (Step 6b)
• Handling a Late Payment — Bulk Hostkit invoicing — Collections month-end mesh (Step 6b)
• Portfolio KPI review — Bulk Hostkit invoicing — Step 7 month-end sign-off
• Managing a Check-in — Bulk Hostkit invoicing — Move-in Pending mesh (Step 6b)
• Managing a Check-out — Bulk Hostkit invoicing — Departure-week mesh (Step 6b)
• Onboarding a New Property — Bulk Hostkit invoicing — First month-end on new inventory
• Cancelling a Booking — Bulk Hostkit invoicing — Settlement bulk export (Step 6b)
• Notification triage — Bulk Hostkit invoicing — Alert cleanup before bulk export (Step 5)
• Entering Monthly Utility Bills — Bulk Hostkit invoicing — Finish Missing data + overage Pending (Steps 4b–5)
• Manual block hygiene — Bulk Hostkit invoicing — Clear stale holds before Issue allocation (Step 5)
• Using in-app support — Bulk Hostkit invoicing — Self-serve Hostkit pacing before filing tickets
• Resetting a Management User Password — Bulk Hostkit invoicing — Lockout-delayed month-end export after Step 3
• FAQ — Bulk Hostkit invoicing slow — Hostkit HTTP 429 pacing and refresh-before-reissue habit
• FAQ — Bulk Hostkit invoicing hub — Discounts review overlapping month-end bulk Issue allocation Hostkit pacing symptom table

Directory list load failures

Pair with other Audit module guide sections

Manual Blocks first-fetch failures pair with Manual block hygiene — Step 1 — Failed to load manual blocks. + Retry before you assume the portfolio has zero holds. Hub parity: Common Workflows — Directory list load failures. Full pairing matrix: Audit section cross-reference · Module cross-reference.

• Common Workflows — Directory list load failures — Hub matrix (audit-manual-blocks-load-failure.png)
• Manual Blocks table loading — Infinite scroll + load-failure Retry
• Manual block hygiene — Directory list load failures — Hygiene pass entry on Step 1
• Glossary — Directory list load failures — Whole-module vs empty filter
• FAQ — Directory list load failures — Symptom table
• Common Workflows — Booking sidebar tab load failures — Distinct tab-scoped recovery
• FAQ — Directory list load failures hub — Manual Blocks Retry vs zero-row filter symptom table
• Glossary — Directory list load failures hub — Surface table + per-guide/module mesh reciprocal hub

Partly collected security deposit

Pair with other Audit module guide 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: Audit section cross-reference · Module cross-reference.

• Common Workflows — Partly collected security deposit — Hub matrix when Paid on the deposit is above zero but below Amount
• Finance — Deposit lifecycle status cards — Partial paid card for portfolio triage (#2091)
• Finance — Deposit status filter — Other filters → Deposit status → Partial paid on Bookings and Finance (#2090)
• 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 — Paste the full sequential ticket ID (for example S259, T27) in Operations → Tickets toolbar Search (#2074)
• FAQ — Skip automatic check-in/out tickets for one booking — Turn off Use unit contract rents and other contract details on Add booking to reveal CI/CO ticket checkboxes (#1140)
• FAQ — Manual payments after Delete Booking — Delete Booking hides manual/provider_platform rows on Finance → Transactions; vIBAN and credit card stay visible (#1897)
• FAQ — Communication or Tickets load failure — Tab-scoped Refresh (Communication) or Retry (Tickets); other booking sidebar tabs stay usable
• Glossary — Directory list load failures — First-fetch directory failures show Retry / Try again; distinct from filter-empty states and booking-sidebar tab errors
• Glossary — Vacant Unit Preference — Include manual blocks counts operator holds as free on Dashboard / Sales vacancy surfaces (#1427)
• Bookings — Deposit tab — Partially paid badge and remaining helper on a single reservation
• FAQ — Partly collected security deposit — Distinct from Partial Paid rent on Payment Plan
• Finance — Deposit lifecycle status cards — Deposit lifecycle status row (#2091)
• Glossary — Deposit lifecycle status — depositStatus pill vocabulary (Partial Paid vs rent Partial Paid)
• Finance — Deposit lifecycle status cards — Deposit lifecycle status row on Finance → Deposits; click Partial paid for collection shortfalls (#2091)
• Manual block hygiene — Partly collected security deposit — Partial paid card when debt KPIs stay high after holds cleared (Step 5)
• Resetting a Management User Password — Partly collected security deposit — Lockout-delayed deposit triage after Step 3
• Using in-app support — Partly collected security deposit — File Finance module tickets when partial filter or badge behaviour is wrong

Portfolio segmentation by tenant category

Pair with other Audit module guide sections

Segment filters pair with Settings > Tenant categories and Portfolio KPI review — Step 6. Hub parity: Common Workflows — Portfolio segmentation by tenant category. Full pairing matrix: Audit section cross-reference · Module cross-reference.

• Common Workflows — Portfolio segmentation by tenant category — Hub matrix when discount or block exports cluster on one tenant segment
• Bookings — Other filters — Tenant category and Discounts filters on reservation exports
• Finance — Tenant category filter — Ledger segmentation during discount review
• Tenants — Tenant category filter — Profile-count cross-check before segment-wide discount policy changes
• Settings > Tenant categories — Segment definitions behind filtered exports
• Portfolio KPI review — Step 6 — Optional month-end segment pass on weak discount metrics

Key glossary terms

Pair with other Audit module guide sections

Glossary rows pair with Glossary cluster cross-reference. Full pairing matrix: Audit section cross-reference · Module cross-reference.

• Discount (booking) — Per-line and booking-scoped reductions; bookings.add_discounts permission

• Tenant category — Bookings, Finance, and Tenants segmentation when Discounts clusters on one cohort

• Same-day turnover — Back-to-back stays that need coordinated check-out/check-in after you free a unit from a hold

• FAQ — Archive a property — Edit property sidebar Archive / Unarchive on Listings; building-level — not Delete Booking or Cancel booking

• FAQ — Same-day turnovers — Check-out + check-in on one unit same day: Operations → Check-in & Check-out, Timeline / Multicalendar, turnover tickets

• Deposit dispute — Check-out deposit retention unrelated to manual blocks but often reviewed in the same month-end pass as Audit hygiene

• Glossary — 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)

• 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)

• Glossary — Change history — Operator-initiated edits on Listings setup and Bookings Changelog; create-time defaults excluded (#2093)

• FAQ — Booking Changelog scope — Operator-initiated edits only; create-time defaults excluded (#2093)

• Glossary — Archived booking ledger visibility — Delete Booking hides manual/provider_platform rows on Finance → Transactions; vIBAN and credit card stay visible (#1897)

• Bookings — Provider platform payment — Non-rejected provider platform in-payment blocks Delete Booking until Reject or assign (#2076)

• FAQ — Delete Booking on integration reservation — Clear pending provider platform in-payment with Reject or assign before soft-archive (#2076)

• Listings — Property edit sidebar pills — Setup / Full integration / Photos pills on property and unit edit sidebars; replaced the old Go to details shortcut (#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)

• FAQ — Finance tenant category filter parity — Finance Other filters drawer lists segments on cached bookings only; mirror Bookings / Tenants when a segment is missing

• FAQ — Assign tenant category for direct booking — Add booking has no category field; assign on Tenants → Tenant Info or + Create New → Tenant before contract mail

• 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 — Cód. Local in Connections — not Nº de Contador; strip leading zeros (#2110)

• Glossary — Per-booking maintenance ticket opt-out — Add booking checkboxes skip automatic CI/CO tickets for one reservation only; property rule unchanged (#1140)

• FAQ — Cancel Booking vs Delete Booking — Cancel for real stays with settlement; Delete soft-archives mistaken/test rows (#1897 / #2076)

• Glossary — Archived property — Archive retires a building to Listings → Archived without deleting bookings; distinct from Delete Booking (reservation soft-archive) — Listings — Archived properties

• FAQ — Portfolio retirement decisions — Archive property (building) vs Cancel booking vs Delete Booking (reservation soft-archive) — three-way decision table

• Deposit lifecycle status — depositStatus pill vocabulary when discount or block exports overlap deposit triage

• Finance — Deposit status filter — Other filters → Deposit status multi-select paired with Discounts filters (#2090)

• Invoiced floor (rent) — Mid-stay repricing blocked below exported rent months after you release holds and re-open units on Sales

• FAQ — Bulk Hostkit invoicing slow — Vivin paces Hostkit API calls and retries HTTP 429 during bulk Issue allocation / Invoice selected; refresh Transactions before re-issuing

• Draft ticket (display status) — Maintenance tickets auto-created around check-in/out may still show Draft until an operator assigns them

• 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 — Automatic check-in email — Trigger matrix, 15-day cutoff, paper upload vs portal signing, Nuki-only toggle, Send / Resend on Contract Info

• FAQ — WhatsApp and email per booking — Bookings → Communication tab when tenant chatbot is enabled; Inbox for portfolio-wide triage

• FAQ — Deposit missing on Finance Deposits — Default ~3 months date range; clear or widen before triaging older move-outs or dispute row actions

• FAQ — Pending manual in-payment on /notifications — Alert persists until Approve payments clears Finance or booking Transactions

• FAQ — Uncovered Debt KPI — Finance Total Debt minus deposit offsets; pair with Debt Aging and In debt drill-down

• FAQ — Dashboard Total Debt subtitle — Post-login Total Debt card headline vs >15 days subtitle; ongoing bookings only

• FAQ — Analytics (KPI workspace) — Portfolio KPIs vs Sales/Listings/Dashboard; load-failure Try again

• FAQ — Lower rent below invoiced — Change monthly rent clamps and Contract Values → Edit amount blocks net below exported invoice totals; use credit notes in accounting when you truly need a reduction

• FAQ — Reject or revert an incoming payment — Reject pending rows or Revert confirmed ones; Finance → Transactions uses Reject selected bulk-only; modals warn about credit notes when Finance already invoiced

• FAQ — Finance Income status drill-down — Overview Income chart (Paid / Scheduled / In debt); click a segment for month-scoped payment-line modal; Debt Aging for booking-level receivables

• FAQ — Permission denied toast — Red You do not have permission to perform this action. toast when RBAC blocks a save; fix in Users → Role Permissions

• 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

• FAQ — Notification row-click navigation — On /notifications, row click marks unread then opens link, bookingId, tenantId, listingId, or propertyId (first match); Dashboard bell General rows stay in-panel unless link is set

• FAQ — Bookings that owe money — Top debtors and overdue buckets on Finance → Overview; Total Debt KPI is not a table

• FAQ — Fixed rent on variable unit — Variable listing + equal rent every contract month → booking stores fixed headline Monthly rent; payment plan unchanged

API & companion guides

Pair with other Audit module guide sections

API bullets pair with API Reference hub. Full pairing matrix: Audit section cross-reference · Module cross-reference.

• API Reference — iCal feeds — Partner calendar exports when manual blocks overlap channel availability
• API Reference — Listings & Availability — Partial unavailabilities pulls that should match manual blocks cleared here
• API Reference — Full listing feeds — Partner catalogue exports when published units still look fully blocked after an Audit pass
• API Reference — Property & unit mapping — externalId keys on units whose unavailabilities disagree with Sales or partial pulls
• AI usage API — landlord_chat ledger when Manual block hygiene uses AI Chat or Landlord MCP (section cross-reference; hub)

Module documentation hubs

Pair with other Audit module guide sections

Module hub bullets pair with Modules — Module cross-reference. Full pairing matrix: Audit section cross-reference · Module cross-reference.

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