Legacy /properties URLs

First-time workspace setup

Older /properties bookmarks redirect into Listings (setup step 13). Complete Getting Started — Recommended Setup Sequence steps 1–12 before creating properties here. Workflow pairing: Modules — Setup sequence after go-live.

Finding your way in this guide

Read Redirect behaviour (current product) for the URL table, then continue in Interface overview (Listings) and the full Listings guide for day-to-day inventory work. Guide subsection map: Legacy properties guide subsection index (redirect paths + 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: Legacy properties section cross-reference · Modules — Module cross-reference.

Portfolio management and property-level editing (contract, payments, utilities, maintenances, access, email customization) all live in the Listings module. Older /properties paths in the browser are legacy bookmarks only: they redirect into Listings so existing links keep working.

There is no separate “properties workspace” screen anymore. Use Listings from Portfolio > Listings (or /listings) for the table view, filters, property wizard, and property/unit sidebars.

Where the features went

Everything described in historical docs as “Properties Workspace” — search, filters, Add Property, and the property sidebar tabs — is the same Listings experience. Follow Managing Listings (Properties & Units).

Pair with other modules

All portfolio work lives in Listings — pair Sales for channels and Bookings for reservations after setup. When a legacy /properties bookmark lands while you are triaging payment overdue alerts, row-click navigation usually opens the booking sidebar — continue with 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 portal or reminder changes — see Glossary — Tenant category. Section-to-doc pairing: Legacy properties section cross-reference. Full pairing matrix: Modules — Module cross-reference.

Who can follow these URLs

Pair with other legacy properties sections

Legacy bookmarks require listings.module permission — operators without Listings access see a permission error instead of the redirect described in Redirect behaviour. Full pairing matrix: Legacy properties section cross-reference.

Opening a /properties URL requires Listings module permission (listings.module), because the app resolves the route and then sends you to Listings.

Redirect behaviour (current product)

Pair with other legacy properties sections

Bookmark /properties/view/:propertyId paths land on /listings/property/:propertyId/edit — update spreadsheets and runbooks to Deep Links — Listings routes. Full pairing matrix: Legacy properties section cross-reference.

You open (legacy)	You land on
/properties	/listings
/properties/archived or /properties/archived/…	/listings/archived
/properties/view/:propertyId	/listings/property/:propertyId/edit
/properties/all/view/:propertyId, /properties/active/view/:propertyId, /properties/inactive/view/:propertyId, or /properties/archived/view/:propertyId	/listings/property/:propertyId/edit

Paths such as /properties/active or /properties/inactive (without a view/… segment) are not mapped to separate tabs; they fall through to the default redirect (/listings). Use the Listings UI (including the Archived experience at /listings/archived when you need archived properties) instead of relying on those legacy suffixes.

Deep links

Authoritative route tables for the whole app are in Deep Links. The Listings section there documents /listings paths, property sidebars, and unit sidebars.

Interface overview (Listings)

Pair with other legacy properties sections

After any redirect, continue portfolio work in Listings — property sidebars, unit channels, and archived inventory match the screenshots in the subsections below. Full pairing matrix: Legacy properties section cross-reference.

After redirect you are on Listings: expandable property rows, + Create New for properties and units, and Edit to open the property or unit sidebar. Screenshots and step-by-step flows are maintained on the Listings page.

Root bookmark (/properties)

Opening /properties (no path suffix) sends you to the main Listings portfolio at /listings — same chrome, filters, and table as choosing Portfolio > Listings in the shell:

Legacy redirect captures refreshed 2026-06-11 02:09 UTC (VIVIN_DOCS_RECORD_API=$VITE_API_BASE_URL VIVIN_DOCS_PROPERTY_SEARCH=FS-43-5B npx tsx tools/capture-properties-legacy-redirect.ts).

Walkthrough: open a legacy /properties bookmark in the browser; the app redirects to /listings with the same portfolio table.

Property deep link (/properties/view/:propertyId)

Bookmarks that opened a property drawer under the old hub still work. Example: /properties/view/:propertyId (and the tab-prefixed variants in the table above) resolve to /listings/property/:propertyId/edit with the property editor sidebar open on General info:

Use this path when an email or spreadsheet still links to “view property” under /properties; you do not need to find the row manually in the table first.

Archived portfolio (/properties/archived)

/properties/archived (and /properties/archived/…) redirect to /listings/archived, which is the archived-properties experience inside Listings (not a separate module):

For the full archived workflow (restore, filters, permissions), see Listings — Archived properties. When the docs capture account has archived buildings, the redirect lands on the populated Archived table (listings-archived-populated-table.png in the Listings guide); empty accounts still show the empty-state copy linked from Listings — Archived properties.

Legacy archived redirect capture refreshed 2026-07-08 03:10 UTC (VIVIN_DOCS_BASE_URL=http://localhost:5173 VIVIN_DOCS_RECORD_API=$VITE_API_BASE_URL VIVIN_DOCS_PROPERTY_SEARCH=AA-11-5D npx tsx tools/capture-properties-legacy-redirect.ts — now uses GET /properties/portfolio for property resolution; docs account shows populated Archived tab).

Legacy properties guide subsection index

Pair with other Legacy properties module guide sections

This index pairs legacy redirect paths with Related subsections — use it when an old bookmark lands in Listings but collections, archived inventory, or deep links need another module. Full pairing matrix: Legacy properties section cross-reference.

Subsection	When to open it	Pair with
Who can follow these URLs	Listings permission guard for /properties	Settings > Users and roles, Listings module
Redirect behaviour (current product)	Map legacy paths to /listings routes	Deep Links — Listings, Listings guide subsection index
Interface overview (Listings)	Post-redirect portfolio chrome	Listings — Understanding the Listings Structure, Onboarding a New Property
Root bookmark (/properties)	Spreadsheet links to the main portfolio	Sales — Overview tab, Settings > Tenant categories
Property deep link (/properties/view/:propertyId)	Email links that open the property editor	Listings — Creating a New Property, Settings > Owners
Archived portfolio (/properties/archived)	Legacy archived bookmarks	Listings — Archived properties, Manual block hygiene
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 legacy /properties bookmarks	Common Workflows — Notification row-click navigation, Notification triage — Step 4, Redirect behaviour (current product)
Payment alert to receivables triage	payment overdue on bookings at redirected properties	Common Workflows — Payment alert to receivables triage, Handling a Late Payment — Step 1, Notifications — Payment overdue alerts
Confirmation alert triage	Upcoming alerts before opening legacy property deep links	Common Workflows — Confirmation alert triage, Onboarding a New Property — Step 7, Processing a New Booking — Step 5b
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	Collections on redirected-property bookings still count in portfolio Debt Aging	Common Workflows — Finance debt receivables triage, Finance — Finance debt receivables triage, FAQ — Finance debt receivables triage hub, Redirect behaviour (current product), Listings module (finance-overview-debt-aging-expanded-bucket.png, finance-overview-debt-aging-walkthrough-flow.mp4)
Finance Income status drill-down	Redirected-property bookings may skew Income month segments — reconcile on Finance → Overview	Common Workflows — Finance Income status drill-down, Finance — Income status drill-down, FAQ — Finance Income status drill-down hub, Listings — Finance Income status drill-down, Redirect behaviour (current product) (finance-overview-income-status-in-debt-modal.png, finance-overview-income-drill-down-flow.mp4)
Cash flow forecast drill-down	Redirected-property collections may skew Cash flow forecast month bars — reconcile on Finance → Overview	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, Listings module, Finance — Income chart and cash flow forecast (finance-overview-cash-flow-all-payments-modal.png, finance-overview-cash-flow-day-view.png, finance-overview-cash-flow-drill-down-flow.mp4)
Legacy properties section cross-reference	Per-path pairing matrix	Module cross-reference, Notifications guide subsection index

Legacy properties section cross-reference

Use this table when one legacy /properties bookmark or redirect path naturally leads into another module, workflow, or API guide — each row links to the docs you should read after the redirect lands in Listings.

Legacy path / section	Pair with these docs
Redirect behaviour (current product)	Deep Links — Listings, Listings module
Root bookmark (/properties)	Onboarding a New Property, Sales — Overview tab, Settings > Tenant categories (default segment on new direct bookings)
Property deep link (/properties/view/:propertyId)	Listings — Creating a New Property, Settings > Owners, Notifications — Payment overdue alerts (owner-linked collections on configured buildings), Bookings — Other filters tenant category, Finance — Tenant category filter
Archived portfolio (/properties/archived)	Listings — Archived properties, Manual block hygiene
Collections during legacy redirects	Notifications — Payment overdue alerts, Handling a Late Payment — Step 1, Notification triage, Bookings — Other filters tenant category, Finance — Tenant category filter, Glossary — Tenant category

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Related

Pair with other Legacy properties 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: Legacy properties guide subsection index · Legacy properties section cross-reference. Full hub matrix: Module cross-reference · Modules hub subsection index.

Documentation map & escalation

Pair with other Legacy properties 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: Legacy properties section cross-reference · Module cross-reference.

• Modules hub — Hub pairing matrix across operator workspaces
• Listings — Primary module for properties and units after redirect
• Deep Links — URL reference for /listings paths, property sidebars, and unit sidebars
• Glossary — Term definitions used across onboarding and inventory docs
• Get Help & Support — Escalate when legacy bookmarks land on permission errors instead of Listings

Upstream & downstream workflows

Pair with other Legacy properties module guide sections

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

• Onboarding a New Property (section cross-reference; Deeper workflow reads; hub) — Recommended setup sequence after legacy /properties bookmarks redirect here
• Manual block hygiene (section cross-reference; Deeper workflow reads; hub) — Audit pass when legacy /properties bookmarks land on Listings but availability still looks blocked
• Portfolio KPI review (section cross-reference; Deeper workflow reads; hub) — Month-end reconciliation once properties exist under Listings
• Entering Monthly Utility Bills (section cross-reference; Deeper workflow reads; hub) — Verify Connections after utility IDs are saved during onboarding
• Managing a Check-out & Deposit Refund (section cross-reference; Deeper workflow reads; hub) — Legacy property URLs that still appear when triaging Finance → Deposits rows
• Handling a Late Payment — Step 1 (section cross-reference; Deeper workflow reads; hub) — Identify overdue charges on bookings tied to redirected properties; upstream path from Notifications — Payment overdue alerts
• Notification triage (section cross-reference; Deeper workflow reads; hub) — Clear Payments category alerts before opening legacy /properties/view/… bookmarks; payment overdue → Handling a Late Payment — Step 1 (section cross-reference; Deeper workflow reads; hub)

Deeper workflow reads

Pair with other Legacy properties 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/properties-workspace/index.md#deeper-workflow-reads) anchors on Module documentation hubs bullets — hub parity: Modules hub — Deeper workflow reads. Full pairing matrix: Legacy properties section cross-reference · Module cross-reference.

• Onboarding a New Property — Recommended setup sequence after legacy /properties bookmarks redirect here (section cross-reference; Deeper API reads; hub)
• Manual block hygiene — Audit pass when legacy /properties bookmarks land on Listings but availability still looks blocked (section cross-reference; Deeper API reads; hub)
• Portfolio KPI review — Month-end reconciliation once properties exist under Listings (section cross-reference; Deeper API reads; hub)
• Entering Monthly Utility Bills — Verify Connections after utility IDs are saved during onboarding (section cross-reference; Deeper API reads; hub)
• Managing a Check-out & Deposit Refund — Legacy property URLs that still appear when triaging Finance → Deposits rows (section cross-reference; Deeper API reads; hub)
• Handling a Late Payment — Step 1 — Identify overdue charges on bookings tied to redirected properties (section cross-reference; Deeper API reads; hub)
• Notification triage — Clear Payments category alerts before opening legacy /properties/view/… bookmarks (section cross-reference; Deeper API reads; hub)

Navigation & bookmarks

Pair with other Legacy properties module guide sections

Bookmark routes pair with Management Frontend Deep Links and Create New menu. Full pairing matrix: Legacy properties section cross-reference · Module cross-reference.

• Create New Menu — Sidebar Property wizard without a dedicated deep link
• Property & listing details (booking engine) — Rich payload editor via the Full integration pill

Settings & concepts

Pair with other Legacy properties module guide sections

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

• Settings > Owners — Property owners linked from property editor sidebars
• Settings > Tenant categories — Default segment on new direct bookings and Finance — Tenant category filter when overdue alerts cluster on one cohort at redirected properties
• Settings > Preferences — In-app notifications — Account-wide listing or integration alerts after legacy /properties bookmarks land in Listings
• Settings > Emails — Listings > Email Customization and lifecycle templates for check-in access codes
• Integrations (concept) — Channel linking once properties land under Listings
• Tenant Portal — Property Payments Active and access codes tenants see after properties redirect from legacy URLs into Listings
• 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 — Credit note follow-up when rejecting mistaken receipts during property onboarding imports
• Booking Lifecycle — Computed status model for reservations on configured properties

Operator modules (pairing surfaces)

Pair with other Legacy properties module guide sections

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

• Dashboard — Post-login KPI snapshot after legacy /properties bookmarks redirect to Listings
• Bookings — Timeline view — Gantt layout after legacy URLs redirect into Listings inventory
• Bookings module — Reservations after legacy URLs redirect into Listings inventory
• Bookings — Other filters tenant category — Segment filter when payment overdue rows cluster on one cohort at redirected properties
• Finance — Tenant category filter — Reconcile Contract Values In Debt for the same segment after legacy URL triage
• Tenants module — Tenant profiles linked from bookings on configured properties
• Tenants — Tenant category filter — Profile-count cross-check before changing portal rules account-wide
• Sales — Overview tab — Occupancy heatmap after redirecting from old property hub URLs
• Sales — Channel Manager — Link units to marketplaces after legacy URLs land in Listings
• Audit module — Manual block review when redirected inventory still looks blocked on Sales
• Audit — Discounts tab — Cross-portfolio discount review once bookings exist on redirected inventory
• Utilities — Bills and property utility context

Lockout catch-up after password recovery

Pair with other Legacy properties 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: Legacy properties section cross-reference · Module cross-reference.

• Common Workflows — Lockout catch-up after password recovery — Hub matrix when sign-in was restored mid-setup before legacy URLs were updated to Listings routes
• Getting Started — Lockout catch-up after password recovery — Canonical operational backlog mesh
• Onboarding a New Property — Catch up on setup after lockout-delayed property creation
• Notification triage — Clear alerts before opening legacy /properties/view/… bookmarks
• Pending manual receipt approval — Debt triage on redirected properties may lag until Finance clears Pending receipts

Pending manual receipt approval

Pair with other Legacy properties 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: Legacy properties section cross-reference · Module cross-reference.

• Common Workflows — Pending manual receipt approval — Hub matrix when bookings on redirected properties still show pending transfers until Approve payments confirms them

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

• Bookings — Transactions tab — Per-row Approve payment after legacy URL triage lands in Listings

• Handling a Late Payment — Step 1 — Collections on bookings tied to redirected properties

• FAQ — Manual receipt still pending — Why debt visibility may lag until approval

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

Reject/revert mistaken receipts

Pair with other Legacy properties 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: Legacy properties section cross-reference · Module cross-reference.

• Common Workflows — Reject/revert mistaken receipts — Hub matrix when duplicate receipts on redirected-property bookings need Reject / Revert

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

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

• Audit — Discounts tab — Cross-portfolio discount review after receipt cleanup

• Managing a Check-out & Deposit Refund — Deposit rows that may appear when triaging redirected properties

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

Check-out ledger cleanup before refund

Pair with other Legacy /properties URLs 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: Legacy /properties URLs section cross-reference · Module cross-reference.

• Common Workflows — Check-out ledger cleanup before refund — Hub matrix when redirected-property bookings show duplicate departure transfers before refund

• 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)

• Bookings — Transactions tab — Reject / Revert on legacy URL bookings

• Listings — Canonical inventory path after ledger cleanup

• 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 Legacy /properties URLs module guide sections

Redirected-property bookings carry utility overage In Debt the same as Listings inventory — triage on Finance after bill posting. Hub parity: Common Workflows — Utility overage collections. Full pairing matrix: Legacy properties section cross-reference · Module cross-reference.

• Common Workflows — Utility overage collections — Hub matrix when legacy bookmarks open bookings with utility overage In Debt

• Listings — Canonical portfolio surface after redirect

• Utilities — Allocations tab — Property-scoped overage math

• 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 Legacy /properties URLs module guide sections

Pre-cancel arrears on redirected-property bookings pair with Cancelling a Booking. Hub parity: Common Workflows — Cancellation collections before void. Full pairing matrix: Legacy /properties URLs section cross-reference · Module cross-reference.

• Common Workflows — Cancellation collections before void — Hub matrix when redirected-property bookings show pre-cancel arrears before policy void

• Cancelling a Booking — Step 2 — Settle legacy URL booking before void

• Handling a Late Payment — Steps 1–4 — Collections on legacy bookings

• Bookings — Payment Plan tab — Unpaid lines on redirected bookings

• Listings — Canonical inventory path after void

• 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 Legacy /properties URLs module guide sections

Redirected-property booking departure arrears pair with Managing a Check-out. Hub parity: Common Workflows — Check-out collections before refund. Full pairing matrix: Legacy /properties URLs section cross-reference · Module cross-reference.

• Common Workflows — Check-out collections before refund — Hub matrix when redirected-property bookings show departure-week rent arrears

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

• Handling a Late Payment — Steps 1–4 — Collections on legacy bookings

• Bookings — Payment Plan tab — Unpaid lines on redirected bookings

• Listings — Canonical inventory path after settlement

• Common Workflows — Check-out ledger cleanup before refund — Duplicate transfer contrast

• Common Workflows — Cancellation collections before void — Pre-cancel void 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 Legacy /properties URLs module guide sections

Collections on bookings opened from redirected /properties URLs follow the same Handling a Late Payment Steps 1–6 after Finance → Overview triage. Hub parity: Common Workflows — Handling a Late Payment collections hub. Full pairing matrix: Legacy properties section cross-reference · Module cross-reference.

• Common Workflows — Handling a Late Payment collections hub — Hub matrix when legacy-property booking receivables need collections Steps 1–6 (finance-overview-income-chart-debt-aging.png, bookings-detail-payment-plan-tab-schedule.png)
• Bookings — Payment Plan tab — Schedule on redirected-property reservations
• Finance debt receivables triage — Portfolio Top debtors for legacy-property debt
• Handling a Late Payment — Steps 1–4 — Collections on legacy-property arrears
• Listings — Canonical Listings workspace for property context
• Pending manual receipt approval — Pending on legacy-property settlement transfers
• FAQ — Handling a Late Payment collections hub — Symptom table for triage surface → collections step pairing

Check-out vs cancellation

Pair with other Legacy /properties URLs module guide sections

Legacy /properties bookmarks open redirected listings — lifecycle exit routing on those bookings still pairs with Managing a Check-out vs Cancelling a Booking. Hub parity: Common Workflows — Check-out vs cancellation. Full pairing matrix: Legacy properties section cross-reference · Module cross-reference.

• Common Workflows — Check-out vs cancellation — Hub matrix: redirected-property booking exit routing (properties-workspace-redirect-notice.png, bookings-list-canceled-tab.png)
• Redirect behaviour (current product) — Open Bookings from redirected property context
• Bookings — Check-out vs cancellation — Ended / Canceled on redirected bookings
• Managing a Check-out — Completed stay on legacy-linked inventory
• Cancelling a Booking — Policy void on legacy-linked inventory
• Listings — Check-out vs cancellation — Canonical unit calendar routing
• FAQ — Check-out vs cancellation — Symptom table for lifecycle exit routing

Deposit missing on Finance Deposits

Pair with other Legacy /properties URLs module guide sections

Legacy /properties bookmarks open redirected listings — deposit triage on those bookings still pairs with Finance → Deposits toolbar date range before support tickets. Hub parity: Common Workflows — Deposit missing on Finance Deposits. Full pairing matrix: Legacy properties section cross-reference · Module cross-reference.

• Common Workflows — Deposit missing on Finance Deposits — Hub matrix (properties-workspace-redirect-notice.png, finance-deposits-date-range-clear-flow.mp4)
• Redirect behaviour (current product) — Open Bookings Deposit tab from redirected property context
• Bookings — Deposit missing on Finance Deposits — Per-booking deposit vs Finance row
• Finance — Deposits tab — Portfolio refund queue
• Managing a Check-out — Deposit missing on Finance Deposits — Step 5 refund triage on legacy-linked inventory
• FAQ — Deposit missing on Finance Deposits — Symptom table for toolbar date range triage

Notification row-click navigation

Pair with other Legacy properties module guide sections

Legacy /properties/view/… bookmarks usually land in Listings, but /notifications row-click with bookingId opens the Bookings sidebar first — finish Notification triage — Step 4 before you follow old property deep links during collections. Hub parity: Common Workflows — Notification row-click navigation. Full pairing matrix: Legacy properties 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 payment alerts on redirected properties)
• 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 (post-redirect target)
• Audit — Notification row-click navigation — Discounts / Manual Blocks month-end review after row-click
• 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 operational follow-up
• Inbox — Notification row-click navigation — Bell Inbox link deep-link vs General row-click
• Redirect behaviour (current product) — Map legacy paths to /listings routes after row-click lands
• Property deep link (/properties/view/:propertyId) — Email links that open the property editor after alert triage
• 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
• Onboarding a New Property — Notification row-click navigation — First alerts on Step 7 go-live verify
• FAQ — Notification row-click navigation — Target field order (link, bookingId, tenantId, listingId, propertyId)

Payment alert to receivables triage

Pair with other Legacy properties module guide sections

When payment overdue rows cite bookings on properties you still reach via legacy /properties bookmarks, row-click into Bookings and finish Handling a Late Payment — Step 1 before you open /properties/view/… for owner-linked collections. Hub parity: Common Workflows — Payment alert to receivables triage. Full pairing matrix: Legacy properties 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 redirected properties
• Audit — Payment alert to receivables triage — Discounts review when receivables lag behind goodwill lines
• 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
• Redirect behaviour (current product) — Update spreadsheets to /listings routes after triage
• Notification row-click navigation — Row-click on /notifications before legacy URL follow-up
• Pending manual receipt approval — Amber Pending before debt KPI sign-off
• Confirmation alert triage — Contrast Upcoming vs Ongoing/Ended alerts
• Handling a Late Payment — Step 1 — Canonical receivables triage on redirected-property bookings
• FAQ — Payment alert to receivables triage — Alert-type contrast table
• FAQ — Payment alert to receivables triage hub — Collections on redirected-property bookings symptom table

Finance debt receivables triage

Pair with other Legacy /properties URLs module guide sections

Collections on bookings tied to redirected legacy properties still count in portfolio Debt Aging — triage on Finance → Overview not legacy URLs. Hub parity: Common Workflows — Finance debt receivables triage. Full pairing matrix: Legacy properties 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
• Redirect behaviour (current product) — Legacy URL landings vs Listings module
• Bookings — Finance debt receivables triage — Opened booking from redirected property

Finance Income status drill-down

Pair with other Legacy /properties URLs module guide sections

Collections on redirected-property bookings may skew Income month segments — reconcile on Finance → Overview after legacy URL landings. Hub parity: Common Workflows — Finance Income status drill-down. Full pairing matrix: Legacy properties 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
• Legacy /properties URLs — Finance debt receivables triage — Collections on redirected-property bookings
• Listings — Finance Income status drill-down — Canonical property/unit surfaces after redirect

Cash flow forecast drill-down

Pair with other Legacy /properties URLs module guide sections

Collections on redirected-property bookings may skew Cash flow forecast month bars — reconcile on Finance → Overview after legacy URL landings. Hub parity: Common Workflows — Cash flow forecast drill-down. Full pairing matrix: Legacy /properties URLs 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
• Legacy /properties URLs — Finance debt receivables triage — Collections on redirected-property bookings
• Listings — Cash flow forecast drill-down — Canonical property/unit surfaces after redirect

Confirmation alert triage

Pair with other Legacy properties module guide sections

Upcoming Booking created / Payment received alerts on newly onboarded properties row-click into Bookings — finish Onboarding a New Property — Step 7 and Processing a New Booking — Step 5b before you bulk-clear /notifications and open legacy /properties/view/… bookmarks. Hub parity: Common Workflows — Confirmation alert triage. Full pairing matrix: Legacy properties 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
• Bookings — Confirmation alert triage — Transactions / Contract Info on Upcoming imports
• Dashboard — Confirmation alert triage — Post-login Upcoming alert backlog on bell
• 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 (post-redirect)
• Audit — Confirmation alert triage — Month-end Discounts review after confirmation receipts approved
• 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
• Onboarding a New Property — Step 7 — Verify properties after legacy redirects land in Listings
• 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
• Onboarding a New Property — Confirmation alert triage — First confirmation alerts on go-live (Step 7)
• 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 — First alerts after legacy redirects land in Listings symptom table

New inventory to first booking handoff

Pair with other Legacy /properties URLs module guide sections

Bookmarked legacy property routes during first-reservation triage should land on Listings portfolio verify — pair Onboarding — Step 7 with Processing a New Booking — Step 1. Hub parity: Common Workflows — New inventory to first booking handoff. Full pairing matrix: Legacy properties section cross-reference · Module cross-reference.

• Listings — New inventory to first booking handoff — Canonical portfolio verify
• Bookings — New inventory to first booking handoff — First Upcoming on new inventory
• Onboarding a New Property — Step 7 — Upstream go-live verify
• Processing a New Booking — Step 1 — Duplicate import check
• Common Workflows — New inventory to first booking handoff — Hub matrix (listings-module-overview.png, workflows-onboarding-property-wizard.mp4)
• Redirect behaviour (current product) — /properties → Listings during go-live triage
• Property setup to first arrival handoff — Downstream arrival-week triage
• FAQ — New inventory to first booking handoff — Symptom table for property wizard → first reservation

Property setup to first arrival handoff

Pair with other Legacy /properties URLs module guide sections

Bookmarked legacy property routes during first-arrival week should land on Listings portfolio verify — pair Onboarding — Step 7 with Operations — Check-in & Check-out. Hub parity: Common Workflows — Property setup to first arrival handoff. Full pairing matrix: Legacy properties section cross-reference · Module cross-reference.

• Listings — Property setup to first arrival handoff — Canonical portfolio + Access Lockers
• Operations — Property setup to first arrival handoff — Check-in & Check-out on redirected triage
• Bookings — Property setup to first arrival handoff — First Upcoming on new inventory
• Onboarding a New Property — Step 7 — Upstream go-live verify
• Managing a Check-in — Step 1 — Downstream arrival-week entry
• Common Workflows — Property setup to first arrival handoff — Hub matrix (listings-property-edit-access-lockers-tab.png, workflows-operations-check-in-out-planning-view.png)
• Redirect behaviour (current product) — /properties → Listings during go-live triage
• FAQ — Property setup to first arrival handoff — Symptom table for go-live → first arrival week

Confirmation to check-in handoff

Pair with other Legacy /properties URLs module guide sections

Legacy /properties bookmarks land in Listings — finish confirmation portal gates on first Upcoming reservation before arrival-week planning. Hub parity: Common Workflows — Confirmation to check-in handoff. Full pairing matrix: Legacy properties section cross-reference · Module cross-reference.

• Redirect behaviour (current product) — Redirected inventory before first arrival
• Confirmation alert triage — First alerts after legacy redirects land in Listings
• Listings — Confirmation to check-in handoff — Go-live property first arrival
• Onboarding a New Property — Step 7 — First arrival after Step 7 go-live
• 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 Legacy /properties URLs module guide sections

Legacy redirected-property bookmarks during departure-week triage should open Listings / Operations → Check-in & Check-out for Ongoing stay handoff — not Upcoming arrival-only views. Hub parity: Common Workflows — Check-in to check-out handoff. Full pairing matrix: legacy-properties-section-cross-reference · Module cross-reference.

• Redirect behaviour (current product) — Redirected inventory during departure-week scan
• Listings — Check-in to check-out handoff — Unit calendar departure bars
• Operations — Check-in to check-out handoff — Check-outs pill after redirect
• 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 Legacy /properties URLs module guide sections

Legacy redirected-property bookmarks during departure-week utility settlement should open Listings / Utilities for final bill posting — not only Operations planning views. Hub parity: Common Workflows — Check-out final utilities handoff. Full pairing matrix: legacy-properties-section-cross-reference · Module cross-reference.

• Redirect behaviour (current product) — Redirected inventory during departure-week utility settlement
• Listings — Check-out final utilities handoff — Unit Bills Included context after redirect
• Utilities — Check-out final utilities handoff — Canonical Allocations / Bills posting
• Bookings — Check-out final utilities handoff — Reservation Payment Plan overage lines
• Entering Monthly Utility Bills — Step 4 — Upstream overage posting verification
• Managing a Check-out — Step 6 — Settlement before deposit release
• Common Workflows — Check-out final utilities handoff — Hub matrix (utilities-allocations-review-flow.mp4, listings-module-overview.png)
• FAQ — Check-out final utilities handoff — Symptom table for final utility overage blocking refund

Same-day turnover coordination

Pair with other Legacy /properties URLs module guide sections

Legacy redirected-property bookmarks during turnover week should open Listings / Operations → Check-in & Check-out for shared-unit overlap — hub parity: Common Workflows — Same-day turnover coordination. Full pairing matrix: legacy-properties-section-cross-reference · Module cross-reference.

• Common Workflows — Same-day turnover coordination — Hub matrix (bookings-timeline-view.png, operations-check-in-out-check-outs-next-7-days.png)
• Redirect behaviour (current product) — Redirected inventory during turnover week triage
• Listings — Same-day turnover coordination — Unit calendar departure + arrival bars
• Bookings — Same-day turnover coordination — Timeline overlap after redirect
• Operations — Same-day turnover coordination — Check-outs / Check-ins after redirect
• Managing a Check-out — Step 2 — Turnover ticket before incoming arrival
• FAQ — Same-day turnovers — Four-step operator habit
• Glossary — Same-day turnover — Shared-unit vocabulary

WhatsApp per-booking messaging

Pair with other Legacy /properties URLs module guide sections

Legacy bookmarks that land in Listings during message triage pair with Bookings → Communication when operators follow bell Inbox rows into imported bookings. Hub parity: Glossary — WhatsApp per-booking messaging hub · Common Workflows — WhatsApp per-booking messaging. Full pairing matrix: Legacy properties 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
• Audit — WhatsApp per-booking messaging — Month-end communication review after Discounts audit
• Booking engine details — WhatsApp per-booking messaging — Engine-sourced tenant threads before payload sync
• Notification row-click navigation — Legacy bookmarks that land in Listings during alert triage
• 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 — Legacy bookmarks that land in Inbox during message triage symptom table

Bot reasoning (audit)

Pair with other Properties Workspace module guide sections

Legacy bookmarks during bot thread triage. Hub parity: Glossary — Bot reasoning (audit) hub · Common Workflows — Bot reasoning (audit). Full pairing matrix: Properties Workspace 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 Properties Workspace module guide sections

Account Settings → ChatBot pairs with Communication thread review — legacy bookmarks during bot thread triage. Hub parity: Glossary — ChatBot settings hub · Common Workflows — ChatBot settings. Full pairing matrix: Properties Workspace 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 Legacy /properties URLs module guide sections

Legacy bookmarks into Bookings may surface reservations where Change monthly rent is blocked below exported totals — follow redirects into Listings / Bookings before month-end repricing. Pair Bulk Hostkit invoicing for Issue credit notes (N). Hub parity: Common Workflows — Rent reduction after invoicing. Full pairing matrix: Legacy properties 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
• Redirect behaviour (current product) — Legacy paths into live booking repricing
• 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 — Legacy URL landing on invoiced booking before repricing symptom table

Month-end invoicing (fixed date)

Pair with other Legacy /properties URLs module guide sections

Legacy /properties bookmarks landing before month-end export — save fixed Invoice date in Settings → Invoicing, then open Finance → Transactions for bulk Issue allocation. Hub parity: Common Workflows — Month-end invoicing (fixed date). Full pairing matrix: Legacy properties 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
• Redirect behaviour (current product) — Legacy URL landing before month-end batch
• Finance — Month-end invoicing with a fixed date — Amber bulk toolbar banner
• 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 — Legacy URL landing before month-end fixed Invoice date bulk export symptom table

Bulk Hostkit invoicing

Pair with other Legacy /properties URLs module guide sections

Legacy bookmarks may land operators on property views before month-end bulk Issue allocation — route to Finance → Transactions for Hostkit-paced batches. Hub parity: Common Workflows — Bulk Hostkit invoicing. Full pairing matrix: Legacy properties 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
• Redirect behaviour (current product) — Bookmarks before month-end export
• 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 — Legacy URL landing before month-end bulk Issue allocation Hostkit pacing symptom table

Directory list load failures

Pair with other Legacy /properties URLs module guide sections

Legacy bookmarks may land on Bookings, Listings, or Sales directories — use list-card Retry / Try again when the first fetch fails after redirect, before you assume zero portfolio rows. Hub parity: Common Workflows — Directory list load failures. Full pairing matrix: Legacy properties section cross-reference · Module cross-reference.

• Common Workflows — Directory list load failures — Hub matrix (notifications-module-load-failure.png, dashboard-partial-data-load-failure.png)
• Redirect behaviour (current product) — Legacy paths into live directories
• Listings — Portfolio table loading — Portfolio / Archived Retry after redirect
• Bookings — Directory list load failures — Whole-module list Retry on reservation directories
• Resetting a Management User Password — Directory list load failures — Directory Retry after lockout catch-up (Step 3)
• FAQ — Directory list load failures — Whole-module vs filter-empty state
• FAQ — Directory list load failures hub — Legacy bookmark landing on failed directory first-fetch symptom table
• Glossary — Directory list load failures hub — Surface table + per-guide/module mesh reciprocal hub

Occupancy KPI to block hygiene handoff

Pair with other Legacy /properties URLs module guide sections

Legacy /properties bookmarks that land on redirected inventory still follow the same occupancy-vs-holds triage — pair hub Common Workflows — Occupancy KPI to block hygiene handoff on Listings after redirect. Hub parity: Common Workflows — Occupancy KPI to block hygiene handoff. Full pairing matrix: Legacy properties section cross-reference · Module cross-reference.

• Common Workflows — Occupancy KPI to block hygiene handoff — Hub matrix (listings-module-overview.png, audit-manual-blocks-workspace.png, audit-manual-blocks-filter-scroll.mp4)
• Listings — Occupancy KPI to block hygiene handoff — Canonical portfolio surface after redirect
• Redirect behaviour (current product) — Route to Listings before KPI triage
• Audit — Occupancy KPI to block hygiene handoff — Manual Blocks on redirected inventory
• Portfolio KPI review — Step 7 — Month-end reconciliation
• FAQ — Occupancy KPI to block hygiene handoff hub — Symptom table for redirected inventory KPI dip
• Managing a Check-in — Occupancy KPI to block hygiene handoff — Timeline overlap from stale holds on Step 1
• Managing a Check-out — Occupancy KPI to block hygiene handoff — Calendar bars persist after Step 7
• Cancelling a Booking — Occupancy KPI to block hygiene handoff — Availability not restored on Step 5
• Entering Monthly Utility Bills — Occupancy KPI to block hygiene handoff — Dashboard vs Analytics vacancy mismatch on Step 5
• Notification triage — Occupancy KPI to block hygiene handoff — Vacant Units vs Analytics on Step 1
• Resetting a Management User Password — Occupancy KPI to block hygiene handoff — Lockout-delayed KPI review after Step 3
• Using in-app support — Occupancy KPI to block hygiene handoff — Calendar edit blocked after block hygiene
• Handling a Late Payment — Occupancy KPI to block hygiene handoff — Vacant Units vs Multicalendar holds on Step 1

Partly collected security deposit

Pair with other Legacy properties 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: Legacy properties 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 — Same-day turnovers — Check-out + check-in on one unit same day: Operations → Check-in & Check-out, Timeline / Multicalendar, turnover tickets
• FAQ — Manual payments after Delete Booking — Delete Booking hides manual/provider_platform rows on Finance → Transactions; vIBAN and credit card stay visible (#1897)
• 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)
• FAQ — Communication or Tickets load failure — Tab-scoped Refresh (Communication) or Retry (Tickets); other booking sidebar tabs stay usable
• 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 Legacy properties 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: Legacy properties section cross-reference · Module cross-reference.

• Common Workflows — Portfolio segmentation by tenant category — Hub matrix when overdue alerts on redirected properties cluster on one tenant segment
• Bookings — Other filters tenant category — Segment filter when payment alerts cluster on one cohort
• Finance — Tenant category filter — Ledger segmentation for redirected-property debt
• Tenants — Tenant category filter — Profile-count cross-check before segment-wide portal changes
• Settings > Tenant categories — Segment definitions behind filtered triage
• Portfolio KPI review — Step 6 — Optional month-end segment pass after legacy URL redirects

Key glossary terms

Pair with other Legacy properties module guide sections

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

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

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

• Invoiced floor (rent) — Mid-stay repricing limits once Finance exports rent from configured properties

• 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

• Tenant category — Bookings, Finance, and Tenants segmentation when overdue alerts cluster on one cohort at redirected properties

• Ticket — linked cash flows — Contractor spend on Operations tickets after property setup

• 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 Legacy properties module guide sections

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

• API Reference — Listings & Availability — Partner GET /listings after externalId mapping on units created here
• API Reference — Property & unit mapping — externalId keys operators save on Channels after legacy URLs land in Listings
• API Reference — iCal feeds — Calendar retrofeed URLs copied from Sales → Channel Manager on redirected inventory
• API Reference — Full listing feeds — Rich catalogue exports partners poll after units are linked from Listings
• AI usage API — Operator JWT ledger (unrelated to partner listing pulls above) (section cross-reference; hub)

Module documentation hubs

Pair with other Legacy properties module guide sections

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

• Properties workspace — Hub for legacy /properties URL redirects into Listings (this page)
• Listings module — Property wizard, Channels tab, Archived inventory, and unit management (hub)
• Dashboard module — Post-login KPI snapshot (hub)
• Bookings module — Reservation lifecycle context (hub)
• Sales module — Portfolio availability and channel manager connections (hub)
• Finance module — Portfolio ledgers and payment approval (hub)
• Notifications module — Full /notifications history with row-click navigation into Bookings (hub); Payment overdue alerts when scheduled charges are overdue on Ongoing stays at redirected properties
• Audit module — Manual Blocks and Discounts review (hub)
• Utilities module — Bills Included ceiling model and tenant overage charges (hub)
• Account Settings — Workspace-wide financial policies (hub)
• API Reference hub — Partner HTTP contracts and partial vs full feeds (hub)