Account Settings
The Account Settings module is the central hub for configuring your entire Vivin workspace. All platform-wide rules — financial policies, user access, communication templates, integrations, and operational defaults — are defined here.
Changes made in Account Settings typically affect new records going forward. Existing bookings, contracts, and payment schedules are not retroactively altered when you update settings.
Skim Account and Team for identity and access, then Billing and Property for financial policies and System for integrations and communications that shape Finance and booking payment plans. Hub subsection map: Account Settings hub subsection index (settings sections + Related subsections). First-time administrators should complete Getting Started — Recommended Setup Sequence steps 1–12 on the tabs below before daily operations. Tab pairing matrix: Tab cross-reference. Each Account Settings sub-guide opens with a First-time workspace setup tip tailored to that tab's setup step and a Finding your way in this guide tip with section anchors. Non-linear operator habits (Lockout catch-up, Notification row-click navigation, Payment alert to receivables triage, Finance debt receivables triage, Same-day turnover coordination, Check-out final utilities handoff, Check-out collections before refund, Check-out ledger cleanup before refund, Cancellation collections before void, Utility overage collections, Property setup to first arrival handoff, New inventory to first booking handoff, Confirmation to check-in handoff, Check-in to check-out handoff, Occupancy KPI to block hygiene handoff, Confirmation alert triage, Pending manual receipt approval, Reject/revert mistaken receipts, Portfolio segmentation by tenant category) have matching Related subsections on every Account Settings sub-guide. Full pairing matrix: Account Settings — Section cross-reference.
First-time administrators should complete Getting Started — Recommended Setup Sequence steps 1–12 on the Account Settings tabs below, then finish setup steps 13–15 in Listings, Bookings, and Tenants before daily operations. Guided walkthrough of settings steps 4–12: Onboarding a New Property. After modules go live, run Onboarding a New Property — Step 7. If sign-in was restored mid-setup, see Getting Started — Lockout catch-up after password recovery. Step-to-tab mapping: Recommended setup order. Tab pairing matrix: Tab cross-reference. Workflow pairing after go-live: Setup sequence after go-live (hub parity: Introduction — Setup sequence after go-live, Modules — Setup sequence after go-live, Common Workflows — Setup sequence after go-live, Concepts — Setup sequence after go-live, Glossary — Setup sequence after go-live, FAQ — Setup sequence after go-live, Support — Setup sequence after go-live, API Reference — Setup sequence after go-live). Each Account Settings sub-guide opens with a First-time workspace setup tip tailored to that tab's setup step and a Finding your way in this guide tip with section anchors. Full pairing matrix: Account Settings — Section cross-reference.
Load and save failures — Directory-style modules show explicit Failed to load … cards with Retry (see Glossary — Directory list load failures). Account Settings tabs use a mix of toasts and inline banners — for example Integrations Other providers shows an error toast when the connections API fails. Emails, Services, Invoicing, Tenant categories, and My Profile are documented under Glossary — Settings and profile load failures.
The module is organised into sections of tabs in the left sidebar. The exact tabs you can open depend on your role and permissions (some tabs are hidden or read-only if your role does not include the underlying setting).
The screenshot below shows General Information selected; other tabs use the same shell and header pattern:
The sidebar sections below (Account, Team, Billing, Property, System) mirror how operators configure a workspace — pair Recommended setup order with Getting Started — Recommended Setup Sequence and Tab cross-reference when one tab depends on another. Full pairing matrix: Account Settings — Section cross-reference.
Account
- General Information — Company identity and branding (check-in/out and preparation defaults are on Preferences)
- Subscription — Vivin plan pricing, payment method, and billing history
- Preferences — Default views, ticket deadlines, and Tenant Portal behavior
- Personal Settings —
/settings/personal: interface language, your email preferences (payment notification emails per user, BCC on tenant communications), and tab-order controls for the management shell
Team
The Team section groups member access and owner records under the same Account Settings shell:
Identity and access tabs above pair with Billing (payment deadlines and invoicing exports) and Property (listing categories and tenant segments) before go-live. Role-gated tabs: Users and roles. Full pairing matrix: Tab cross-reference.
Billing
- Payments — Payment deadlines, penalties, deposit rules, and payment priorities
- Invoicing — VAT rates for invoice line items
- Fees — Tab at
/settings/fees: turn booking-related fees (admin, cleaning, exit) on or off and edit invoice line labels. Saving after turning a fee off shows a Disable fee? confirmation — see Payments, Invoicing & Utilities > Fees and Disable confirmation. - Contract — Rental agreement generation with dynamic variables
Financial policy tabs here pair with Integrations (Hostkit / Invoice-xpress) and Emails (payment reminders) before operators reconcile in Finance. Deposit and penalty rules: Invoicing & Payments. Full pairing matrix: Tab cross-reference.
Property
- Utilities — Utility types enabled for tenant overage billing
- Categories — Listing tags and types, bookings, tickets, suppliers, cash flows, extra charges, and lease purpose
- Tenant categories — Tenant segments with portal access, field visibility, and integration defaults (
/settings/tenantCategories) - Services — Tenant services catalogue (cleaning, gym, parking, etc.)
Property catalog tabs here pair with Listings (Bills Included ceilings, category tags) and Tenant categories (portal segments and integration defaults). Extra charges: Categories. Full pairing matrix: Tab cross-reference.
System
- Integrations — External platform and service connections
- Integration capabilities — Read-only field and capability matrix at
/settings/integrationFieldCapability(requires integration-related settings permission). See Deep Links. - ChatBot — Tenant-facing assistant: persona text and IF/THEN-style rules for WhatsApp and email at
/settings/chatbot. Tab visibility follows the Chatbot permission in Users and roles. Channel behaviour and escalation: Automation & AI. Distinct from the operator AI Chat under Tools (/ai-chat). - AI / MCP — Landlord MCP connection URL, API keys, connector OAuth scope (Claude.ai, ChatGPT), account and per-user tool permissions, permission audit trail, and assistant activity at
/settings/mcp. Rollout is currently limited to Vivin internal emails (same allowlist as/ai-chat); managers needaccount_settings.mcpto edit. HTTP contract: MCP OAuth. Concept guide: Landlord MCP. - Emails — Automated tenant email customization, communication rules, schedule modal, and Send now confirmation (includes short MP4 walkthroughs)
System tabs here pair with API Reference (partner HTTP contracts), AI usage API (operator JWT ledger for landlord_chat and utility_bill_extraction — distinct from tenant billing), Inbox (portfolio WhatsApp triage), and operator AI Chat (distinct from tenant Chatbot). Field coverage matrix: Integration field capability. Full pairing matrix: Tab cross-reference.
Support (Vivin support tickets)
If your role includes Support access (support.module in Users and roles), you can open Support from the Account Settings shell (lifebuoy entry) to view and manage Vivin support tickets. Full-page routes: /settings/support and /settings/support/:ticketId for a specific ticket. See Using in-app support.
Support-only Account Settings (browse layout)
Some roles are granted Support without any editable Account Settings tabs (for example General Information, Users, or Preferences). When you open /settings in that situation, the product shows a browse-only shell instead of a permission error:
- Page subtitle — Use Support below to reach the Vivin team.
- Settings tabs — Every standard tab appears in the sidebar but is disabled (greyed out, not clickable). Deep links such as
/settings/usersredirect back to/settingsso you cannot open tabs your role cannot edit. - Support — An active Support control at the bottom of the sidebar opens the same Help & Support drawer used elsewhere in the app.
- Main panel — A short note: Other account settings are not available for your role.
Operators with Support still use the floating Help & Support button on desktop (when applicable) and /settings/support for the full inbox; the browse layout is only the entry when Account Settings itself would otherwise be empty.
Support-only browse shell capture refreshed 2026-06-22 03:25 UTC (VIVIN_DOCS_BASE_URL=http://localhost:5173 VIVIN_DOCS_RECORD_API=$VITE_API_BASE_URL npx tsx tools/capture-settings-support-only-browse-shell-screenshot.ts — ACL mock: support.module only).
Your personal profile is managed separately via My Profile at platform.vivin.app/profile, outside the Account Settings tab list.
Personal interface language is changed from Account Settings → Personal Settings (platform.vivin.app/settings/personal), with an extra compact language control in the mobile navigation drawer. It is not on My Profile (/profile) and not under Preferences. See Interface Language.
Account Settings routes: platform.vivin.app/settings, plus tab paths such as /settings/users, /settings/integrations, /settings/preferences. See Deep Links for the full route reference.
Support-only operators use the browse layout above without editable tabs — pair with Using in-app support and Get Help & Support. Personal profile routes: My Profile and Personal Settings. Full pairing matrix: Account Settings — Section cross-reference.
Tab cross-reference
Use this table when one Account Settings tab depends on another — each row links to the guide for that tab. Each sub-guide also opens with a First-time workspace setup tip for that tab's step in Recommended setup order. Individual tabs with longer pairing matrices: General Information, Subscription, Personal Settings, Users, Owners, Contract, Categories, Tenant categories, Integrations, Integration field capabilities, Payments, Invoicing & Utilities, Services, ChatBot, AI / MCP, Emails, Preferences, My Profile.
Partner HTTP contracts configured alongside Integrations are documented in the API Reference hub — distinct from management UI deep links in Deep Links.
This table is the primary go-live pairing matrix for Account Settings tabs — each sub-guide also opens with a First-time workspace setup tip, a Finding your way in this guide tip with section anchors, its own section cross-reference anchor, and a Deeper workflow reads subsection pairing operational workflows. Hub map: the Finding your way tip at the top of this page. Setup sequencing: Recommended setup order.
Recommended setup order
Use this table when you are configuring a new Vivin workspace — it maps Getting Started — Recommended Setup Sequence steps 1–12 to Account Settings tabs. Steps 13–15 open Listings, Bookings, and Tenants (not Account Settings). Full onboarding context, optional sections, and go-live verification: Getting Started — Recommended Setup Sequence and Onboarding a New Property — Step 7. After modules go live, pair each setup phase with operational workflows in Setup sequence after go-live (hub parity: Common Workflows — Setup sequence after go-live, Concepts — Setup sequence after go-live).
| Setup step | Account Settings tab |
|---|---|
| 1 | General Information |
| 2 | Preferences |
| 3 | Users |
| 4 | Owners |
| 5 | Payments |
| 6 | Invoicing |
| 7 | Utilities |
| 8 | Contract |
| 9 | Categories |
| 10 | Tenant categories |
| 11 | Emails |
| 12 | Integrations |
Optional tabs configured during or after the core sequence — see Getting Started optional subsections: Services (add-on catalogue), ChatBot (tenant WhatsApp assistant), AI / MCP (Landlord MCP keys and tool permissions — Vivin-internal rollout), Subscription (Vivin platform billing), Personal Settings (per-user locale), and Integration field capability (read-only partner payload matrix).
Steps 1–12 here map to Account Settings tabs; steps 13–15 open Listings, Bookings, and Tenants. Guided walkthrough: Onboarding a New Property. Workflow pairing after go-live: Setup sequence after go-live. Full pairing matrix: Account Settings — Section cross-reference.
Account Settings section cross-reference
Use this table when one Account Settings tab or setup step naturally leads into another guide — each row links to the docs you should read before or after the primary topic.
| Hub topic / settings area | Pair with these docs |
| --------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Account Settings hub subsection index | Common Workflows hub subsection index (operational procedures), Introduction hub subsection index (platform overview), Getting Started hub subsection index (onboarding sections), Concepts hub subsection index (underlying models), Modules hub subsection index (screen workspaces), API hub subsection index (partner HTTP guides), FAQ subsection cross-reference (troubleshooting deep-dives), Support hub subsection index (escalation steps), Glossary deep-dive index (term definitions), Recommended setup order (steps 1–12 tab map), Tab cross-reference (go-live tab pairing) |
| Recommended setup order | Getting Started — Recommended Setup Sequence, Tab cross-reference (go-live tab pairing), Onboarding a New Property (guided steps 4–12), Onboarding a New Property — Step 7 (go-live verification after steps 13–15), Getting Started — Section cross-reference, Support — Setup sequence escalation (when to file setup tickets), FAQ — Section cross-reference (troubleshooting hub), Glossary — Setup sequence vocabulary (setup labels), Setup sequence after go-live (which workflows follow each setup phase), Common Workflows — Setup sequence after go-live (workflow hub parity) |
| Tab cross-reference | Recommended setup order (steps 1–12 tab map), per-tab section cross-reference anchors linked in the table above, Onboarding a New Property (property wizard after billing and contract tabs), Setup sequence after go-live |
| Support-only browse shell | Using in-app support, Get Help & Support, Users and roles (support.module without editable settings tabs) |
| Setup sequence after go-live | Getting Started — Recommended Setup Sequence (steps 1–15), Onboarding a New Property — Step 7, Support — Setup sequence escalation, Common Workflows — Setup sequence after go-live |
| Documentation map & escalation | Introduction — Section cross-reference, FAQ — Section cross-reference, Support — Section cross-reference, Common Workflows hub cross-reference, Using in-app support |
| Navigation & bookmarks | Management Frontend Deep Links, Create New menu, Getting Started — Bookmarkable routes, Interface language |
| Tab cross-cuts (beyond the sidebar) | Tab cross-reference, Invoicing & Payments, Emails, Tenant categories |
| Deeper concept reads | Payment Allocation, Tenant Portal, Integrations & Distribution, Automation & AI |
| Deeper API reads | AI usage API (landlord_chat, utility_bill_extraction), Management session (operator JWT), Users and roles (account_settings.module) |
| Deeper workflow reads | Common Workflows hub subsection index, Onboarding a New Property, Portfolio KPI review |
| Recommended operator workflows | Common Workflows — Workflow cross-reference, Walkthrough media, Onboarding a New Property, Portfolio KPI review, Reject/revert mistaken receipts |
| Modules shaped by Account Settings | Modules — Module cross-reference, Modules — Settings that shape modules, Support — Module documentation hubs |
| Lockout catch-up after password recovery | Sign-in restored after password reset; onboarding, alert, or month-end backlog accumulated during lockout | Common Workflows — Lockout catch-up after password recovery, Getting Started — Lockout catch-up after password recovery, Resetting a Management User Password |
| Walkthrough media | MP4 walkthroughs beside PNG screenshots | Common Workflows — Walkthrough media, Modules, Onboarding a New Property |
| Notification row-click navigation | /notifications row-click after configuring alert masters | Common Workflows — Notification row-click navigation, Preferences — In-app notifications, Notifications module |
| Payment alert to receivables triage | payment overdue after due-date and notification settings | Common Workflows — Payment alert to receivables triage, Invoicing & Payments, Handling a Late Payment — Step 1 |
| Finance debt receivables triage | Total Debt / Debt Aging after due-date and approval settings | Common Workflows — Finance debt receivables triage, Invoicing & Payments, Users and roles (Approve payments), FAQ — Finance debt receivables triage hub |
| Handling a Late Payment collections | Receivables triage surfaces → Handling a Late Payment Steps 1–6 after due-date and Approve payments settings | Common Workflows — Handling a Late Payment collections hub, Invoicing & Payments, Users and roles, FAQ — Handling a Late Payment collections hub, Glossary — Handling a Late Payment collections hub (finance-overview-income-chart-debt-aging.png, notifications-row-navigate-to-booking-detail.png) |
| Finance Income status drill-down | Income segment reads after due-date / approval settings shape receivables KPIs | Common Workflows — Finance Income status drill-down, Invoicing & Payments, FAQ — Finance Income status drill-down hub (finance-overview-income-status-in-debt-modal.png, finance-overview-income-drill-down-flow.mp4) |
| Cash flow forecast drill-down | Collections history after payment-deadline and approval settings | Common Workflows — Cash flow forecast drill-down, Finance Income status drill-down, FAQ — Cash flow forecast drill-down hub (finance-overview-cash-flow-all-payments-modal.png, finance-overview-cash-flow-drill-down-flow.mp4) |
| Same-day turnover coordination | Access codes and turnover defaults before shared-unit handover | Common Workflows — Same-day turnover coordination, Preferences, Listings, FAQ — Same-day turnovers |
| Check-out final utilities handoff | Charge Time / utility connections before first departure final overages | Common Workflows — Check-out final utilities handoff, Onboarding a New Property — Step 4, Services, FAQ — Check-out final utilities handoff |
| Check-out collections before refund | Invoicing & Payments due dates and Approve payments before departure-week collections | Common Workflows — Check-out collections before refund, Invoicing & Payments, Handling a Late Payment, FAQ — Check-out collections before refund (workflows-check-out-coordination-flow.mp4, finance-contract-values-in-debt-filter.png) |
| Check-out ledger cleanup before refund | Approve payments and credit-note pacing before duplicate cleanup on departure week | Common Workflows — Check-out ledger cleanup before refund, Users and roles, Invoicing & Payments, FAQ — Check-out ledger cleanup before refund (bookings-detail-transactions-revert-modal-info-banner.png, finance-transactions-bulk-reject-selected-bar.png) |
| Check-out vs cancellation | Deposit and cancellation policies shape Ended vs Canceled routing | Common Workflows — Check-out vs cancellation, Invoicing & Payments, Managing a Check-out, Cancelling a Booking, FAQ — Check-out vs cancellation (workflows-cancel-booking-refund-modal-flow.mp4, bookings-list-canceled-tab.png) |
| Cancellation collections before void | Invoicing & Payments due dates and Approve payments before pre-cancel settlement | Common Workflows — Cancellation collections before void, Invoicing & Payments, Cancelling a Booking, FAQ — Cancellation collections before void (finance-contract-values-in-debt-filter.png, bookings-cancel-booking-modal-refund-types.png, workflows-cancel-booking-refund-modal-flow.mp4) |
| Wrong tenant on a booking | Duplicate email/NIF tenants and Tenant category defaults before import profile mistakes | Common Workflows — Wrong tenant on a booking, Tenant categories, Bookings — Change tenant, FAQ — Wrong tenant on a booking (bookings-detail-change-tenant-control.png, bookings-detail-change-tenant-flow.mp4) |
| Cancel Booking vs Delete Booking | Integration in-payment guards (#2076) before Delete Booking on channel imports | Common Workflows — Cancel Booking vs Delete Booking, Invoicing & Payments, Bookings — Delete Booking, FAQ — Cancel Booking vs Delete Booking (bookings-cancel-booking-modal-refund-types.png, workflows-cancel-booking-refund-modal-flow.mp4) |
| Portfolio retirement decisions | Tenant category defaults and in-payment rules before building Archive or reservation cleanup | Common Workflows — Portfolio retirement decisions, Tenant categories, Listings — Archived properties, FAQ — Portfolio retirement decisions (listings-archived-populated-table.png, listings-archived-unarchive-sidebar.png, finance-transactions-type-summary-cards.png) |
| Archive property (building-level) | Building Archive / Unarchive on Listings — settings defaults before portfolio sunsetting | Common Workflows — Archive property (building-level), Listings — Archived properties, Manual block hygiene, FAQ — Archive a property (listings-archived-populated-table.png, listings-archived-unarchive-sidebar.png) |
| Utility overage collections | Charge Time / utility Connections before first monthly overage collections | Common Workflows — Utility overage collections, Onboarding a New Property — Step 4, Entering Monthly Utility Bills, Services |
| Property setup to first arrival handoff | Tenant category / Access Lockers before first arrival week on go-live inventory | Common Workflows — Property setup to first arrival handoff, Onboarding a New Property — Step 4, Tenant categories, Integrations, FAQ — Property setup to first arrival handoff |
| New inventory to first booking handoff | Tenant category / channel integrations before first Upcoming reservation on go-live inventory | Common Workflows — New inventory to first booking handoff, Onboarding a New Property — Step 4, Integrations, Tenant categories, FAQ — New inventory to first booking handoff |
| Confirmation to check-in handoff | Tenant category / tenant-portal contract rules before Upcoming → arrival week handoff | Common Workflows — Confirmation to check-in handoff, Tenant categories, Preferences, FAQ — Confirmation to check-in handoff (bookings-detail-contract-method-of-payments.png, workflows-operations-check-in-out-planning-view.png) |
| Check-in to check-out handoff | Default check-in / check-out times and auto check-out tickets before departure week | Common Workflows — Check-in to check-out handoff, General Information, Listings — Maintenances tab, FAQ — Check-in to check-out handoff (operations-check-in-out-check-outs-next-7-days.png, bookings-timeline-view.png) |
| Occupancy KPI to block hygiene handoff | Vacant Unit Preference and Analytics module permission before blaming holds on KPI dips | Common Workflows — Occupancy KPI to block hygiene handoff, Preferences, Users and roles, Portfolio KPI review, Manual block hygiene, FAQ — Occupancy KPI to block hygiene handoff hub (analytics-kpi-occupancy-tab.png, audit-manual-blocks-workspace.png) |
| Confirmation alert triage | Upcoming alerts after go-live reservations | Common Workflows — Confirmation alert triage, Processing a New Booking — Step 5b, Pending manual receipt approval |
| Portfolio segmentation by tenant category | Review only corporate, short-stay, or unassigned tenants across reservations, receivables, and profiles | Common Workflows — Portfolio segmentation by tenant category, Tenant categories, Glossary — Tenant category |
| Pending manual receipt approval | Recorded bank transfers still pending until Approve payments | Common Workflows — Pending manual receipt approval, Users and roles (Approve payments permission), Finance — Pending manual payments, FAQ — Manual receipt still pending |
| Reject/revert mistaken receipts | Duplicate bank transfers and invoiced reject/revert | Common Workflows — Reject/revert mistaken receipts, Payment Allocation — Correcting mistaken receipts, Invoicing & Payments, Users and roles |
| Month-end invoicing (fixed date) | Invoicing & Payments fixed Invoice date before month-end bulk Issue allocation | Common Workflows — Month-end invoicing (fixed date), Invoicing & Payments — Default invoice date, Finance — Month-end invoicing with a fixed date, FAQ — Month-end invoicing (fixed date) hub (settings-invoicing-invoice-date-toggle.png, finance-transactions-bulk-toolbar-fixed-invoice-date-banner.png) |
| Bulk Hostkit invoicing | Integrations — Hostkit keys + Invoicing & Payments — Hostkit invoice series before bulk Issue allocation | Common Workflows — Bulk Hostkit invoicing, Integrations — Hostkit API pacing, Invoicing & Payments — Hostkit invoice series, FAQ — Bulk Hostkit invoicing hub (finance-transactions-bulk-selection-bar.png, settings-invoicing-hostkit-series.png) |
| Rent reduction after invoicing | Invoicing & Payments export + Hostkit Issue credit notes after external rent relief on live bookings | Common Workflows — Rent reduction after invoicing, Invoicing & Payments — Default invoice date, Integrations — Hostkit API pacing, FAQ — Lower rent below invoiced (bookings-detail-change-monthly-rent-modal.png, bookings-rent-reduction-invoiced-floor-flow.mp4) |
| Key glossary terms | Glossary cluster cross-reference, Glossary — Setup sequence vocabulary, Payment Allocation |
Use this table when one Account Settings tab or setup step naturally leads into another guide — pair with Tab cross-reference for per-tab go-live pairing and Recommended setup order for the steps 1–12 map. Each Related subsection below has a row in this table. Full hub map: the Finding your way tip at the top of this page.
Platform overview and documentation map: Introduction (hub: Key Platform Capabilities, Introduction — Section cross-reference). First-time setup hub: Getting Started — Recommended Setup Sequence (steps 1–12 tab map: Recommended setup order; workflow pairing: Setup sequence after go-live). Definitions behind linked terms: Glossary (hub: Glossary cluster cross-reference, Setup sequence vocabulary, Setup sequence after go-live). Troubleshooting during setup: FAQ & Troubleshooting (hub: FAQ — Section cross-reference, Setup sequence after go-live). Escalation when self-serve docs do not unblock setup: Get Help & Support (hub: Support — Section cross-reference, Setup sequence after go-live, Setup sequence escalation).
Related below is the documentation map when settings changes span modules, concepts, workflows, API integration, or escalation paths. Pair Setup sequence after go-live with Getting Started — Recommended Setup Sequence; pair Documentation map & escalation with Introduction — Section cross-reference. Each Related subsection has a row in Account Settings — Section cross-reference above.
Account Settings hub subsection index
This index pairs sidebar sections and Related hub subsections — use it when configuration spans multiple tabs, modules, workflows, or escalation hubs. Full pairing matrix: Account Settings — Section cross-reference.
Related
Setup sequence after go-live
Post-go-live pairing starts with Getting Started — Recommended Setup Sequence (steps 1–15) and Onboarding a New Property — Step 7. When a tab save or wizard step still blocks progress, continue to Support — Setup sequence escalation. Full pairing matrix: Account Settings — Section cross-reference.
- Setup steps 1–3 (General Information, Preferences, Users) — Complete before Onboarding a New Property; greyed-out + Create New rows usually mean step 3 permissions are missing (FAQ — Navigation & shortcuts)
- Setup steps 4–12 — Onboarding a New Property (property wizard Steps 1–6 mirror settings configuration; Steps 1–6 of the workflow walk owners through integrations)
- Setup steps 13–15 (Listings, Bookings, Tenants) — First operational data; pair with Processing a New Booking once reservations exist
- After steps 13–15 — Onboarding a New Property — Step 7 go-live verification before you escalate Listings/Multicalendar display defects
- Optional setup sections on Getting Started — Recommended Setup Sequence map to workflows: Entering Monthly Utility Bills (utilities), Managing a Check-in / Managing a Check-out (operations), Handling a Late Payment (finance), Notification triage (communication), Portfolio KPI review (dashboard/analytics), Manual block hygiene (audit)
- When a settings tab, property wizard step, or module permission still blocks progress after self-serve docs, open Get Help & Support or Using in-app support — cite the matching setup step and pair with Support — Setup sequence escalation
- After the first full month on live inventory — optional AI usage API poll during Portfolio KPI review; see Deeper API reads
Documentation map & escalation
Documentation-map bullets pair with Introduction — Section cross-reference and FAQ — Section cross-reference. Hub parity: Support — Section cross-reference, Common Workflows hub cross-reference. Full pairing matrix: Account Settings — Section cross-reference.
- Getting Started — Recommended Setup Sequence (steps 1–12 on Account Settings tabs; steps 13–15 in modules; Step 7 go-live verification); hub parity: Recommended setup order; first-time setup tip on that page pairs with Setup sequence after go-live above
- Introduction — Platform overview and how documentation sections connect (Introduction — Section cross-reference)
- Common Workflows — Task-oriented guides that depend on settings configured here (hub: Common Workflows section cross-reference, Setup sequence after go-live)
- Concepts — How preferences affect Tenant Portal, integrations, and automation; hub parity: Setup sequence after go-live
- Modules — Where configured settings surface in daily operator work; hub parity: Setup sequence after go-live
- API Reference — Partner HTTP contracts configured alongside Integrations (including partial vs full feeds); hub parity: Setup sequence after go-live
- AI usage API — Account-scoped internal LLM token ledger (
GET /ai-usage,GET /ai-usage/summary) gated byaccount_settings.modulefrom Users and roles; pair with AI Chat (landlord_chat) and Utilities — Bills tab (utility_bill_extraction) — see Deeper API reads and FAQ — How do I see AI token usage for my account? - Glossary — Term definitions used across settings and module docs (hub: Glossary cluster cross-reference, Setup sequence vocabulary, Setup sequence after go-live)
- FAQ & Troubleshooting — Quick answers when a settings change does not match expected module behaviour (hub: FAQ — Section cross-reference, Setup sequence after go-live; including Settings & tenant communications during steps 10–12)
- Get Help & Support — Escalation when a settings change is blocked or unclear (hub: Support — Section cross-reference, Setup sequence after go-live, Setup sequence escalation)
- Using in-app support — Vivin product tickets when Account Settings behaviour is unclear; setup tickets: Support — Setup sequence escalation (step-to-module pairing)
Navigation & bookmarks
Bookmark routes pair with Deep Links — Account Settings and Management Frontend Deep Links. Personal profile: My Profile and Interface language. Full pairing matrix: Account Settings — Section cross-reference.
- Deep Links — Account Settings — Bookmarkable
/settings/*tab routes for support escalations - Management Frontend Deep Links — Full route table including module tabs, booking sidebar anchors, and
/settings/supportinbox paths - Create New menu — Sidebar shortcuts into module modals after settings tabs are configured
- 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
- Interface language — Personal UI locale and per-user email/in-app notification opt-outs paired with Preferences alert masters; Payment overdue alerts when personal Payments opt-out hides operator rows
- My Profile — Operator profile at
/profile(outside the Account Settings tab list)
Tab cross-cuts (beyond the sidebar)
Cross-tab defaults here pair with Tab cross-reference (go-live tab pairing) and module surfaces in Modules shaped by Account Settings. Payment alerts: Notifications — Payment overdue alerts. Full pairing matrix: Account Settings — Section cross-reference.
- Preferences — Enable deposit disputes — Account toggle before operators use Mark as Disputed on booking deposits
- Preferences — In-app notifications — Account-wide alert masters that gate Dashboard bell and
/notifications; Payment overdue alerts when scheduled charges are overdue - Invoicing & Payments — Due dates, deposit rules, VAT rates, utility types, penalty policy, and export providers referenced across Finance and Bookings; Payment overdue alerts when scheduled charges pass due date
- Emails — Communication Rules, lifecycle templates, and Send now confirmation paired with Preferences notification masters
- Tenant categories — Portal segments and default for integrations before channel imports assign new tenants
- Integrations — Marketplace connections, invoicing providers, and calendar feeds paired with Listings Channels
- Integration field capability — Read-only matrix of partial vs full partner payload fields
- Chatbot — Tenant-facing assistant rules distinct from operator AI Chat
- Users & Roles — Role permissions that gate each Account Settings tab; Handling a Late Payment — Step 1 when teammates cannot triage payment overdue row-clicks
- Subscription — Vivin platform billing (distinct from tenant payment overdue alerts on Finance → Transactions)
Deeper concept reads
Concept reads pair with Concepts hub subsection index and explain behaviour shaped by tabs in Tab cross-reference. Tenant-facing: Tenant Portal. External AI: Landlord MCP vs Tenant MCP. Full pairing matrix: Account Settings — Section cross-reference.
- Payment Allocation — Two-layer receipts, credit note reject/revert warnings, and invoiced floor (rent) behaviour configured via Invoicing & Payments (section cross-reference; hub)
- Booking Lifecycle — Computed Upcoming → Ongoing → Ended / Canceled status model shaped by contract and category defaults (section cross-reference; hub)
- Integrations & Distribution — Marketplace calendar sync, booking imports, and white-label direct bookings after the Integrations tab is enabled (section cross-reference; hub)
- Tenant Portal — Preferences, Emails, Services, and Tenant categories tabs shape tenant-facing portal behaviour (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
- Services Marketplace — Services catalogue and portal toggles for tenant add-on revenue (section cross-reference; hub)
- Automation & AI — Tenant Chatbot vs operator AI Chat (distinct tools and permissions) (section cross-reference; hub)
- Landlord MCP · Tenant MCP — External AI clients that wrap the same Core API as the management app (Landlord MCP section cross-reference, Tenant MCP section cross-reference; hub)
Deeper API reads
API reads pair with API Reference hub subsection index and AI usage section cross-reference. Permission gate: Users and roles (account_settings.module). Hub parity: Modules — Deeper API reads, Common Workflows — Deeper API reads. Full pairing matrix: Account Settings — Section cross-reference.
- AI usage API — Poll
GET /ai-usage/summaryafter go-live; requires management JWT from Management session andaccount_settings.modulefrom Users and roles (section cross-reference; hub) - Management session — Operator JWT login and refresh before scripting usage polls (section cross-reference; hub)
- Users and roles —
account_settings.modulepermission gatesGET /ai-usage(section cross-reference; hub) - Invoicing & Payments — Chargeable utility types that drive
utility_bill_extractionwhen operators use the AI invoice reader (section cross-reference; hub) - Portfolio KPI review — Month-end habit to reconcile AI spend with chat and utility extraction adoption (section cross-reference; Deeper API reads)
Recommended operator workflows
Workflow bullets apply settings configured on tabs above — pair with Common Workflows — Workflow cross-reference and Onboarding a New Property (guided steps 4–12). Full pairing matrix: Account Settings — Section cross-reference.
- Onboarding a New Property — Guided walkthrough of Recommended Setup Sequence steps 4–12; finish with Step 7 — Verify in Listings after setup steps 13–15 (section cross-reference; Deeper workflow reads; hub)
- Processing a New Booking — Contract template, payment deadlines, and tenant category defaults applied at reservation creation (section cross-reference; Deeper workflow reads; hub)
- Portfolio KPI review — Month-end settings audit alongside Finance reconciliation (section cross-reference; Deeper workflow reads; hub)
- Resetting a Management User Password — Recover access when a lockout blocks Account Settings tabs (section cross-reference; Deeper workflow reads; hub)
- Managing a Check-in — Preferences check-in defaults and Emails lifecycle rules before arrival week (section cross-reference; Deeper workflow reads; hub)
- Managing a Check-out & Deposit Refund — Verify Enable deposit disputes and invoicing exports before departure week (section cross-reference; Deeper workflow reads; hub)
- Handling a Late Payment — Penalty policy and notification defaults configured under Invoicing & Payments and Preferences; upstream path from Notifications — Payment overdue alerts (section cross-reference; Deeper workflow reads; hub)
- Entering Monthly Utility Bills — Chargeable utility types and Tenant Notification settings before supplier billing (section cross-reference; Deeper workflow reads; hub)
- Notification triage — Preferences in-app notification masters after busy booking or payment days (section cross-reference; Deeper workflow reads; hub)
- Manual block hygiene — Categories ticket labels and Listings calendar holds when Sales heatmaps look suppressed (section cross-reference; Deeper workflow reads; hub)
Deeper workflow reads
Workflow reads pair with Common Workflows hub subsection index and Workflow cross-reference. Each workflow sub-guide reciprocates with [Deeper workflow reads](../settings/index.md#deeper-workflow-reads) anchors on Account Settings bullets; each Account Settings sub-guide has its own Deeper workflow reads subsection (for example Integrations, Tenant categories) — hub parity: Account Settings hub — Deeper workflow reads. Full pairing matrix: Account Settings — Section cross-reference.
- Onboarding a New Property — Guided walkthrough of Recommended Setup Sequence steps 4–12; finish with Step 7 — Verify in Listings after setup steps 13–15 (section cross-reference; Deeper API reads; hub)
- Processing a New Booking — Contract template, payment deadlines, and tenant category defaults at reservation creation (section cross-reference; Deeper API reads; hub)
- Portfolio KPI review — Month-end settings audit alongside Finance reconciliation (section cross-reference; Deeper API reads; hub)
- Resetting a Management User Password — Recover access when a lockout blocks Account Settings tabs (section cross-reference; Deeper API reads; hub)
- Handling a Late Payment — Penalty policy and notification defaults under Invoicing & Payments and Preferences (section cross-reference; Deeper API reads; hub)
- Entering Monthly Utility Bills — Chargeable utility types and Tenant Notification settings before supplier billing (section cross-reference; Deeper API reads; hub)
- Notification triage — Preferences in-app notification masters after busy booking or payment days (section cross-reference; Deeper API reads; hub)
- Using in-app support — Vivin product tickets from Account Settings Support when a tab save still blocks progress (section cross-reference; Deeper API reads; hub)
Modules shaped by Account Settings
Module hub rows pair with Modules — Module cross-reference and Modules — Settings that shape modules. Escalation tiles: Using in-app support — Module picker layout. Full pairing matrix: Account Settings — Section cross-reference.
- Dashboard — Preferences in-app notification masters and post-login KPI snapshot (guide subsection index; section cross-reference; Deeper workflow reads; hub)
- Analytics — Month-range portfolio KPI charts when Analytics module permission is granted from Users roles (guide subsection index; section cross-reference; Deeper workflow reads; hub)
- Listings — Property wizard, Channels tab, Bills Included ceilings, and category tags from Categories (guide subsection index; section cross-reference; Deeper workflow reads; hub)
- Properties workspace — Legacy
/propertiesURL redirects into Listings when operators follow old bookmarks after setup (guide subsection index; section cross-reference; Deeper workflow reads; hub) - Booking engine details — Rich marketplace payload via the Full integration pill after Integrations and Integration field capability (guide subsection index; section cross-reference; Deeper workflow reads; hub)
- Bookings — Contract generation, payment plans, and portal behaviour from Contract, Payments, and Tenant categories (guide subsection index; section cross-reference; Deeper workflow reads; hub)
- Tenants — Tenant directory segmentation and Tenant category filters on profiles (guide subsection index; section cross-reference; Deeper workflow reads; hub)
- Finance — VAT, deposit rules, payment priorities, and invoicing exports from Invoicing & Payments (guide subsection index; section cross-reference; Deeper workflow reads; hub)
- Operations — Ticket labels, cash flows, and check-in/out coordination from Categories and Preferences (guide subsection index; section cross-reference; Deeper workflow reads; hub)
- Sales — Channel manager connections after Integrations and per-listing Channels setup (guide subsection index; section cross-reference; Deeper workflow reads; hub)
- Inbox — Portfolio WhatsApp triage paired with Chatbot and Emails lifecycle rules (guide subsection index; section cross-reference; Deeper workflow reads; hub)
- Notifications — Full
/notificationshistory gated by Preferences alert categories; operator Payment overdue alerts when scheduled charges are overdue (guide subsection index; section cross-reference; Deeper workflow reads; hub) - Audit — Manual Blocks and Discounts when fee and payment rules configured here affect live bookings (guide subsection index; section cross-reference; Deeper workflow reads; hub)
- Utilities — Bills Included ceiling model and tenant overage charges from Utilities types and Listings Step 3 (guide subsection index; section cross-reference; Deeper workflow reads; hub)
- AI Chat — Vivin-internal AI Assistant paired with Chatbot and Landlord MCP for portfolio Q&A (guide subsection index; section cross-reference; Deeper workflow reads; hub)
Lockout catch-up after password recovery
Operational backlog after sign-in recovery pairs with Resetting a Management User Password — Step 3 before you resume tab saves on this hub. Hub parity: Common Workflows — Lockout catch-up after password recovery. Full pairing matrix: Account Settings — Section cross-reference.
- Common Workflows — Lockout catch-up after password recovery — Hub matrix when sign-in was restored mid-setup or mid month-end
- Getting Started — Lockout catch-up after password recovery — Canonical operational backlog mesh (notification triage, Pending Steps 6b, portal gates)
- Resetting a Management User Password — Self-service recovery before you reopen Account Settings tabs; refresh Landlord MCP — How it connects JWT after Step 3
- Users and roles — Role permissions that gate each Account Settings tab after recovery
- Pending manual receipt approval — Month-end Pending mesh (Steps 6b across operator workflows)
- Portfolio KPI review — Step 7 — Month-end reconciliation lag during lockout
Notification row-click navigation
Alert masters on Preferences — In-app notifications shape which rows appear on /notifications before row-click triage. Hub parity: Common Workflows — Notification row-click navigation. Full pairing matrix: Account Settings — Section cross-reference.
- Common Workflows — Notification row-click navigation — Hub matrix (
notifications-module-row-click-target.png,notifications-row-navigation-flow.mp4) - Preferences — In-app notifications — Account-wide alert category masters
- Notifications module — Notification row-click navigation — Canonical module pairing after settings are saved
- Notification triage — Step 4 row-click path
- Interface language — Personal Payments opt-out may hide operator payment overdue rows
- Payment alert to receivables triage — Ongoing/Ended payment overdue row-click
- Finance debt receivables triage — Total Debt vs Debt Aging after alert triage
- Confirmation alert triage — Upcoming Booking created / Payment received row-click
Payment alert to receivables triage
Due dates on Invoicing & Payments and alert masters on Preferences shape payment overdue rows that row-click into bookings. Hub parity: Common Workflows — Payment alert to receivables triage. Full pairing matrix: Account Settings — Section cross-reference.
- Common Workflows — Payment alert to receivables triage — Hub matrix (
notifications-row-navigate-to-booking-detail.png,finance-overview-debt-aging-walkthrough-flow.mp4) - Invoicing & Payments — Due dates and penalty policy behind overdue alerts
- Preferences — In-app notifications — Payments category master toggle
- Notifications — Payment overdue alerts — Operator Payments category rows
- Handling a Late Payment — Step 1 — Collections follow-through after row-click
- Notification row-click navigation — Row-click on
/notificationsbefore portfolio KPI read - Pending manual receipt approval — Amber Pending before Debt Aging sign-off
- Finance debt receivables triage — Portfolio Top debtors after single-booking triage
Finance debt receivables triage
Due dates on Invoicing & Payments and Approve payments on Users and roles shape when Total Debt and Debt Aging reflect recorded transfers — clear amber Pending before month-end sign-off. Hub parity: Common Workflows — Finance debt receivables triage. Full pairing matrix: Account Settings — Section 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
- Invoicing & Payments — Due dates behind Debt Aging buckets
- Users and roles — Approve payments permission for Pending queue
- Finance module — Finance debt receivables triage — Debt Aging canonical surface
- Pending manual receipt approval — Clear amber Pending before Top debtors sign-off
- FAQ — Finance debt receivables triage hub — Four-surface symptom table
Handling a Late Payment collections
Collections vocabulary pairs with Finance debt receivables triage, Payment alert to receivables triage, Pending manual receipt approval, Reject/revert mistaken receipts, and Invoicing & Payments due-date settings. Hub parity: Common Workflows — Handling a Late Payment collections hub · Glossary — Handling a Late Payment collections hub. Full pairing matrix: Account Settings — Section cross-reference.
| Symptom | Triage surface | Collections step |
|---|---|---|
| payment overdue alert after due-date change | Row-click on /notifications | Handling a Late Payment — Step 1 |
| Ranked debtors after settings go-live | Finance → Overview → Debt Aging | Step 1 after booking open |
| Total Debt unchanged after transfer | Pending manual receipt approval | Step 4b |
| Teammate lacks Approve payments | Users and roles — Role Permissions | Step 6 Vivin support ticket |
-
Common Workflows — Handling a Late Payment collections hub — Hub matrix (
finance-overview-income-chart-debt-aging.png,notifications-row-navigate-to-booking-detail.png,finance-overview-debt-aging-walkthrough-flow.mp4) -
FAQ — Handling a Late Payment collections hub — Symptom table + per-guide/module mesh
-
Glossary — Handling a Late Payment collections hub — Surface table + reciprocal hub
-
Finance debt receivables triage — Debt Aging before Step 1
-
Payment alert to receivables triage — payment overdue alert before portfolio surfaces
-
Pending manual receipt approval — Clear amber Pending before Step 3 outreach
-
Invoicing & Payments — Due dates behind Debt Aging buckets
-
Users and roles — Approve payments permission for Pending queue
-
Handling a Late Payment — Canonical collections workflow (Steps 1–6)
-
Invoicing & Payments — Handling a Late Payment collections — Payment deadlines shape Debt Aging timing
-
Users and roles — Handling a Late Payment collections — Approve payments gates collections Step 4b
-
Preferences — Handling a Late Payment collections — Alert masters before row-click triage
-
Emails — Handling a Late Payment collections — Payment reminder templates before Step 3 outreach
-
ChatBot — Handling a Late Payment collections — Bot payment hand-offs on Step 3
Finance Income status drill-down
Due-date and Approve payments settings shape Income chart Scheduled / In debt segments — pair segment drill-down with Finance debt receivables triage for Top debtors. Hub parity: Common Workflows — Finance Income status drill-down. Full pairing matrix: Account Settings — Section 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 module — Income status drill-down — Stacked Income chart canonical surface
- FAQ — Finance Income status drill-down hub — Symptom table for segment vs Debt Aging
- Portfolio KPI review — Finance Income status drill-down — Month-end Income reconciliation on Step 7
- Cash flow forecast drill-down — Collections history — distinct from status segments
- Pending manual receipt approval — Amber Pending before In debt segment sign-off
- Invoicing & Payments — Due dates and approval rules
Cash flow forecast drill-down
Payment approval settings gate when collections appear on Cash flow forecast month bars — distinct from Income status segments and Dashboard rent due chart. Hub parity: Common Workflows — Cash flow forecast drill-down. Full pairing matrix: Account Settings — Section 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 module — 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
- Portfolio KPI review — Cash flow forecast drill-down — Month-end collections reconciliation on Step 7
- Finance debt receivables triage — Top debtors when collections modal is not enough
- Pending manual receipt approval — Approve before collections month bars update
- Finance debt receivables triage — Top debtors when modal is not enough
Same-day turnover coordination
Access defaults on Preferences and unit access fields configured during Onboarding a New Property — Step 4 shape turnover-week key handover — finish outgoing Managing a Check-out — Step 2 before incoming Step 4. Hub parity: Common Workflows — Same-day turnover coordination. Full pairing matrix: Account Settings — Section cross-reference.
- Common Workflows — Same-day turnover coordination — Hub matrix (
operations-add-ticket-modal.png,bookings-timeline-day-week-month-and-sidebar.mp4) - Preferences — Check-in/check-out communication defaults on turnover week
- Onboarding a New Property — Step 4 — Access and locker fields before first shared-unit turnover
- Operations module — Same-day turnover coordination — Check-in & Check-out week lists primary entry
- Managing a Check-out — Step 2 — Turnover ticket before incoming keys
- Glossary — Same-day turnover — Shared-unit overlap vocabulary
- FAQ — Same-day turnovers — Four-step operator habit
Check-out final utilities handoff
Charge Time on property settings and utility Connections configured during Onboarding a New Property — Step 4 / Step 6 shape when final-cycle overage lines appear on Payment Plan before Managing a Check-out — Step 6. Hub parity: Common Workflows — Check-out final utilities handoff. Full pairing matrix: Account Settings — Section cross-reference.
- Common Workflows — Check-out final utilities handoff — Hub matrix (
utilities-allocations-review-flow.mp4,utilities-bills-tab-missing-toggle.png,bookings-detail-payment-plan-tab-schedule.png) - Onboarding a New Property — Step 4 / Step 6 — Charge Time and utility Connections before first departure
- Services — Operator utility catalogue tied to property Connections
- Utilities module — Check-out final utilities handoff — Allocations / Bills canonical posting
- Entering Monthly Utility Bills — Step 4 — Overage line verification before refund
- Glossary — End-of-Booking cost split — End of Booking charge time vocabulary
- FAQ — Check-out final utilities handoff — Symptom table for final overage blocking refund
- Check-out collections before refund — Rent/fee arrears — distinct mesh
Check-out collections before refund
Invoicing & Payments due dates and Approve payments on Users and roles shape when departure-week rent/fee lines stay In Debt on Payment Plan before Managing a Check-out — Step 6 unlocks Ready To Refund — distinct from utility Check-out final utilities handoff. Hub parity: Common Workflows — Check-out collections before refund. Full pairing matrix: Account Settings — Section cross-reference.
- Common Workflows — Check-out collections before refund — Hub matrix (
workflows-check-out-coordination-flow.mp4,bookings-detail-payment-plan-tab-schedule.png,finance-contract-values-in-debt-filter.png,bookings-detail-deposit-tab-ready-to-refund-toggle.png) - Invoicing & Payments — Due dates and payment policies before departure-week collections
- Users and roles — Approve payments permission for Step 6b departure receipts
- Managing a Check-out — Step 6 — Charge settlement gate before Step 5
- Handling a Late Payment — Step 1 — Collections when Ready To Refund is blocked
- Check-out final utilities handoff — Utility overage lines — distinct mesh
- Pending manual receipt approval — Step 6b departure receipt mesh
- FAQ — Check-out collections before refund — Symptom table for rent/fee In Debt blocking Ready To Refund
- Check-out ledger cleanup before refund — Duplicate transfers — distinct mesh
Check-out ledger cleanup before refund
Approve payments on Users and roles and Invoicing & Payments credit-note pacing shape duplicate cleanup before Managing a Check-out — Step 6 unlocks Ready To Refund — distinct from rent Check-out collections before refund. Hub parity: Common Workflows — Check-out ledger cleanup before refund. Full pairing matrix: Account Settings — Section cross-reference.
- Common Workflows — Check-out ledger cleanup before refund — Hub matrix (
bookings-detail-transactions-revert-modal-info-banner.png,finance-transactions-bulk-reject-selected-bar.png,bookings-detail-deposit-tab-ready-to-refund-toggle.png) - Users and roles — Approve payments permission for Step 6b departure receipts
- Invoicing & Payments — Credit-note pacing after Reject / Revert on invoiced rows
- Reject/revert mistaken receipts — Duplicate transfer cleanup before Ready To Refund
- Managing a Check-out — Step 6 — Canonical departure-week duplicate cleanup before Step 5
- Check-out collections before refund — Real arrears contrast (tenant did not pay)
- Pending manual receipt approval — Step 6b departure receipt mesh
- FAQ — Check-out ledger cleanup before refund — Symptom table for phantom In Debt / duplicate departure transfers
- Check-out vs cancellation — Ended vs Canceled lifecycle exit — distinct mesh
- Cancellation collections before void — Policy void — distinct mesh
Check-out vs cancellation
Invoicing & Payments deposit policies and cancellation terms on General Information shape whether operators route to Managing a Check-out (Ended) or Cancelling a Booking (Canceled) — distinct from departure-week Check-out collections before refund and pre-cancel Cancellation collections before void. Hub parity: Common Workflows — Check-out vs cancellation. Full pairing matrix: Account Settings — Section cross-reference.
- Common Workflows — Check-out vs cancellation — Hub matrix (
workflows-cancel-booking-refund-modal-flow.mp4,bookings-cancel-booking-modal-refund-types.png,bookings-list-canceled-tab.png,bookings-detail-deposit-tab-ready-to-refund-toggle.png) - Invoicing & Payments — Deposit and payment-plan policies on both exit paths
- Managing a Check-out — Step 7 — Normal completed stay → Ended
- Cancelling a Booking — Step 4 — Policy void → Canceled
- Bookings module — Check-out vs cancellation — Cancel booking modal, Canceled / Ended filters
- Check-out collections before refund — Departure-week arrears on Ended path
- Cancellation collections before void — Pre-cancel arrears on Canceled path
- FAQ — Check-out vs cancellation — Symptom table for Ended vs Canceled routing
Cancellation collections before void
Invoicing & Payments due dates and Approve payments on Users and roles shape pre-cancel settlement before Cancelling a Booking — Step 4 — distinct from departure-week Check-out collections before refund and duplicate Check-out ledger cleanup before refund. Hub parity: Common Workflows — Cancellation collections before void. Full pairing matrix: Account Settings — Section cross-reference.
- Common Workflows — Cancellation collections before void — Hub matrix (
finance-contract-values-in-debt-filter.png,bookings-detail-transactions-approve-payment-modal.png,bookings-cancel-booking-modal-refund-types.png,workflows-cancel-booking-refund-modal-flow.mp4) - Invoicing & Payments — Due dates and payment-plan policies before pre-cancel collections
- Users and roles — Approve payments permission for Step 2a settlement receipts
- Cancelling a Booking — Step 2 — Canonical pre-cancel settlement before void
- Pending manual receipt approval — Step 2a settlement receipt mesh
- Check-out collections before refund — Departure-week arrears contrast (completed stay)
- Check-out ledger cleanup before refund — Duplicate transfers contrast
- FAQ — Cancellation collections before void — Symptom table for In Debt blocking Cancel booking
- Wrong tenant on a booking — Valid stay with wrong profile — distinct mesh
- Cancel Booking vs Delete Booking — Duplicate row vs policy void — distinct mesh
Wrong tenant on a booking
Tenant categories defaults on Tenant categories and duplicate email/NIF tenants in the account shape how channel imports and manual Add booking pickers resolve profiles — when the reservation is valid but linked to the wrong person, operators use Change tenant on Contract Info, not tenant master-data edits or Delete Booking. Hub parity: Common Workflows — Wrong tenant on a booking. Full pairing matrix: Account Settings — Section cross-reference.
- Common Workflows — Wrong tenant on a booking — Hub matrix (
bookings-detail-change-tenant-control.png,bookings-detail-change-tenant-modal.png,bookings-detail-change-tenant-flow.mp4) - Tenant categories — Default for integration-created tenants and segment rules before import profile checks
- Bookings module — Wrong tenant on a booking — Change tenant control and reassignment guards
- Tenants module — Wrong tenant on a booking — Profile directory vs reservation reassignment contrast
- Processing a New Booking — Step 6 — Post-import profile check after go-live
- Cancel Booking vs Delete Booking — Duplicate row vs wrong profile decision table
- FAQ — Wrong tenant on a booking — Eligibility and symptom table
Cancel Booking vs Delete Booking
Invoicing & Payments provider-platform in-payment rules and Approve payments on Users and roles shape whether operators can run Delete Booking on channel imports (#2076) or must Cancel booking when ledger history matters (#1897) — distinct from wrong-profile Wrong tenant on a booking. Hub parity: Common Workflows — Cancel Booking vs Delete Booking. Full pairing matrix: Account Settings — Section cross-reference.
- Common Workflows — Cancel Booking vs Delete Booking — Hub matrix (
bookings-cancel-booking-modal-refund-types.png,bookings-list-canceled-tab.png,finance-transactions-type-summary-cards.png,workflows-cancel-booking-refund-modal-flow.mp4) - Invoicing & Payments — Provider-platform in-payment rules before Delete Booking (#2076)
- Users and roles — Approve payments permission for settlement before void or cleanup
- Bookings module — Delete Booking (soft archive) — Soft-archive control and #1897 ledger behaviour
- Cancelling a Booking — Step 4 — Policy void → Cancel booking
- Wrong tenant on a booking — Valid stay with wrong profile — distinct mesh
- FAQ — Cancel Booking vs Delete Booking — Decision table and symptom routing
Portfolio retirement decisions
Tenant category and integration defaults on Tenant categories shape which reservations remain Upcoming on a building being retired — pair Manual block hygiene and Invoicing & Payments provider in-payment rules (#2076) before Archive property or Delete Booking on channel imports — distinct from Cancel Booking vs Delete Booking reservation-only scope. Hub parity: Common Workflows — Portfolio retirement decisions. Full pairing matrix: Account Settings — Section cross-reference.
- Common Workflows — Portfolio retirement decisions — Hub matrix (
listings-archived-populated-table.png,listings-archived-unarchive-sidebar.png,finance-transactions-type-summary-cards.png) - Tenant categories — Segment defaults before portfolio sunsetting review
- Invoicing & Payments — Provider-platform in-payment rules before Delete Booking (#2076)
- Users and roles — Approve payments permission before void or cleanup
- Listings module — Archived properties — Archive property / Unarchive operator control
- Cancel Booking vs Delete Booking — Reservation void vs cleanup — distinct mesh
- Manual block hygiene — Portfolio retirement decisions — Portfolio sunsetting after hold cleanup
- FAQ — Portfolio retirement decisions — Three-way decision table and symptom routing
Archive property (building-level)
Tenant category defaults on Tenant categories and go-live verification on Onboarding a New Property — Step 7 shape which buildings are ready for Archive property sunsetting — pair Manual block hygiene before building Archive and Portfolio retirement decisions when scope is unclear. Hub parity: Common Workflows — Archive property (building-level). Full pairing matrix: Account Settings — Section cross-reference.
- Common Workflows — Archive property (building-level) — Hub matrix (
listings-archived-populated-table.png,listings-archived-unarchive-sidebar.png) - Listings module — Archived properties — Archive property / Unarchive operator control
- Tenant categories — Segment defaults before portfolio sunsetting review
- Onboarding a New Property — Step 7 — Unarchive mistaken go-live Archive
- Manual block hygiene — Portfolio retirement decisions — Clear holds before building Archive
- Portfolio retirement decisions — Three-way scope table when unsure Archive vs Cancel vs Delete
- FAQ — Archive a property — Step-by-step Archive / Unarchive
- Glossary — Archived property — Building scope vs reservation soft-archive
Utility overage collections
Charge Time on property settings and utility Connections configured during Onboarding a New Property — Step 4 / Step 6 shape when mid-stay overage lines post on Payment Plan before Handling a Late Payment — Step 1 collections. Hub parity: Common Workflows — Utility overage collections. Full pairing matrix: Account Settings — Section cross-reference.
- Common Workflows — Utility overage collections — Hub matrix (
utilities-allocations-row-breakdown-expanded.png,utilities-bills-tab-missing-toggle.png,finance-contract-values-in-debt-filter.png) - Onboarding a New Property — Step 4 / Step 6 — Charge Time and utility Connections before first bill cycle
- Services — Operator utility catalogue tied to property Connections
- Utilities module — Utility overage collections — Allocations / Bills canonical posting before collections
- Entering Monthly Utility Bills — Step 4 — Overage line verification before collections
- Check-out final utilities handoff — Departure-week subset contrast
- FAQ — Utility overage collections — Symptom table for unpaid utility overage on Payment Plan
Property setup to first arrival handoff
Tenant category defaults on Tenant categories and property-level Access Lockers / Nuki routing on Integrations must match Onboarding a New Property — Step 4 before Managing a Check-in — Step 1 on go-live inventory. Hub parity: Common Workflows — Property setup to first arrival handoff. Full pairing matrix: Account Settings — Section cross-reference.
- Common Workflows — Property setup to first arrival handoff — Hub matrix (
listings-property-edit-access-lockers-tab.png,workflows-onboarding-property-wizard.mp4,workflows-operations-check-in-out-planning-view.png) - Onboarding a New Property — Step 4 / Step 7 — Tenant category and portfolio verify before first arrival
- Tenant categories — Account-wide defaults and integration assignment
- Integrations — Nuki / smart-lock routing before Access Lockers
- Listings module — Property setup to first arrival handoff — Access Lockers canonical setup
- Managing a Check-in — Step 1 — Downstream arrival-week entry (~7 days out)
- Glossary — Tenant category — Property-level defaults before portal gates
- FAQ — Property setup to first arrival handoff — Symptom table for go-live → first arrival week
New inventory to first booking handoff
Tenant category defaults on Tenant categories and channel routing on Integrations must match Onboarding a New Property — Step 4 before Processing a New Booking — Step 1 on go-live inventory — finish Step 7 Listings verify before manual Add booking or channel duplicate checks. Hub parity: Common Workflows — New inventory to first booking handoff. Full pairing matrix: Account Settings — Section cross-reference.
- Common Workflows — New inventory to first booking handoff — Hub matrix (
listings-module-overview.png,bookings-add-booking-modal.png,workflows-onboarding-property-wizard.mp4) - Onboarding a New Property — Step 4 / Step 7 — Tenant category and portfolio verify before first reservation
- Tenant categories — Account-wide defaults and integration assignment
- Integrations — Channel connections before Step 5 import
- Bookings module — New inventory to first booking handoff — First Upcoming status tabs / Add booking on new inventory
- Processing a New Booking — Step 1 / Step 6 — Duplicate check and confirmation gates
- Property setup to first arrival handoff — Downstream ~7-day arrival planning after first booking
- FAQ — New inventory to first booking handoff — Symptom table for go-live → first reservation
Confirmation to check-in handoff
Tenant category defaults on Tenant categories and tenant-portal contract rules on Preferences shape Upcoming portal gates — confirm both match Processing a New Booking — Step 6 before Managing a Check-in — Step 1. Hub parity: Common Workflows — Confirmation to check-in handoff. Full pairing matrix: Account Settings — Section cross-reference.
- 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) - Tenant categories — Portal module gates and default category on Upcoming imports
- Preferences — Tenant portal contract signing — Contract required before portal access
- Contract templates — Template scope before first arrival-week handoff
- Bookings module — Confirmation to check-in handoff — Contract Info portal gates on Upcoming imports
- Processing a New Booking — Step 6 — Upstream portal sanity before handoff
- Managing a Check-in — Step 1 — Downstream arrival-week entry
- New inventory to first booking handoff — Upstream first Upcoming reservation
- FAQ — Confirmation to check-in handoff — Symptom table for Upcoming → arrival week
Check-in to check-out handoff
Default check-in / check-out times on General Information and per-property Maintenances auto-ticket toggles on Listings — Maintenances tab shape departure-week turnover planning after Managing a Check-in — Step 4. Confirm before Managing a Check-out — Step 1. Hub parity: Common Workflows — Check-in to check-out handoff. Full pairing matrix: Account Settings — Section cross-reference.
- Common Workflows — Check-in to check-out handoff — Hub matrix (
operations-check-in-out-check-outs-next-7-days.png,bookings-timeline-view.png) - General Information — Account-wide default check-in / check-out times
- Listings — Maintenances tab — Auto check-out ticket creation per property
- Invoicing & Payments — Departure-week receipt approval defaults
- Operations module — Check-in to check-out handoff — Check-outs pill + Next 7 days
- Managing a Check-in — Step 4 — Upstream key handover prerequisite
- Managing a Check-out — Step 1 — Downstream departure-week entry
- Confirmation to check-in handoff — Upstream Upcoming → arrival week contrast
- FAQ — Check-in to check-out handoff — Symptom table for Ongoing → departure week
Occupancy KPI to block hygiene handoff
Vacant Unit Preference on Preferences and the Analytics module permission on Users and roles shape how Dashboard Vacant Units compares to Analytics Occupancy — confirm both before Portfolio KPI review — Step 3 blames stale holds. When the dip tracks one tenant category, use Tenant categories — not Manual block hygiene. Hub parity: Common Workflows — Occupancy KPI to block hygiene handoff. Full pairing matrix: Account Settings — Section cross-reference.
- Common Workflows — Occupancy KPI to block hygiene handoff — Hub matrix (
analytics-kpi-occupancy-tab.png,audit-manual-blocks-workspace.png,audit-manual-blocks-filter-scroll.mp4) - Preferences — Vacant Unit Preference — Whether manual blocks count as vacancy on Dashboard
- Users and roles — Analytics module permission for KPI review
- Tenant categories — Segment-driven dips vs hold suppression
- Portfolio KPI review — Step 3 — Upstream Ranking dip signal
- Manual block hygiene — Step 1 — Downstream Tools → Audit pass
- Portfolio segmentation by tenant category — Contrast segment filters with hold cleanup
- FAQ — Occupancy KPI to block hygiene handoff hub — Symptom table for KPI dip → block hygiene
Confirmation alert triage
Upcoming Booking created / Payment received alerts appear after go-live reservations — finish confirmation Steps 5b / 6 before bulk-clear on /notifications. Hub parity: Common Workflows — Confirmation alert triage. Full pairing matrix: Account Settings — Section cross-reference.
- Common Workflows — Confirmation alert triage — Hub matrix (
notifications-row-navigate-to-booking-detail.png,bookings-detail-transactions-approve-payment-modal.png) - Processing a New Booking — Step 5b / Step 6 — Canonical confirmation gates after first imports
- Users and roles — Approve payments permission for confirmation receipts
- Notification row-click navigation — Row-click on
/notificationsbefore mark-read - Payment alert to receivables triage — Contrast Upcoming vs Ongoing/Ended payment overdue
- Pending manual receipt approval — Payment received alert until Approve payments
Walkthrough media
MP4 clips complement PNG screenshots on workflow and module guides — start at Common Workflows — Walkthrough media. Hub parity: Common Workflows — Walkthrough media. Full pairing matrix: Account Settings — Section cross-reference.
- Common Workflows — Walkthrough media — Canonical MP4 index for step-by-step operator guides
- Onboarding a New Property — Property wizard MP4 beside setup steps 4–12 on Account Settings tabs
- ChatBot — Tenant assistant Save clip when pairing System tab configuration with Inbox
- Using in-app support — Support drawer and new-ticket MP4 from Support (Vivin support tickets)
- Modules — Module pages with embedded clips (Analytics tab switching, Operations mobile shell, Finance drill-downs)
Portfolio segmentation by tenant category
Segment filters pair with setup step 10 Tenant categories and Portfolio KPI review — Step 6. Hub parity: Common Workflows — Portfolio segmentation by tenant category. Full pairing matrix: Account Settings — Section cross-reference.
- Common Workflows — Portfolio segmentation by tenant category — Hub matrix when segment filters must align across reservations, receivables, and tenant profiles
- Tenant categories — Define segments, portal gates, and default for integrations before setup step 12 Integrations
- Emails — Communication Rules audience — Segment-scoped lifecycle and rule delivery
- Bookings — Other filters — Tenant category in portfolio Other filters
- Finance — Tenant category filter — Ledger segmentation (cache-built option list)
- Tenants — Tenant category filter — Directory toolbar dropdown
- Glossary — Tenant category — Definition, portfolio filter catalog, and Finance parity
- FAQ — Finance tenant category filter parity — Why Finance may omit segments not yet in the cache
Pending manual receipt approval
Receipt approval pairs with Users and roles (Approve payments permission) and Invoicing & Payments payment priorities. Hub parity: Common Workflows — Pending manual receipt approval. Full pairing matrix: Account Settings — Section cross-reference.
- Common Workflows — Pending manual receipt approval — Hub matrix when recorded bank transfers still show pending and KPIs or
/notificationslag until Approve payments - Users and roles — Role permissions — Approve payments gates Finance → Transactions, Payouts, and Deposits tabs
- Invoicing & Payments — Payment priorities and due dates that shape which lines stay pending until approval
- Finance — Pending manual payments — Amber Pending chip on Finance → Transactions and bulk Approve selected
- Payment Allocation — Two-layer model and month-end approval habit
- FAQ — Manual receipt still pending — Why Total Debt may not update until approval
- Glossary — Pending manual in-payment (Finance) — Definition and notification pairing
- 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
Reject/revert mistaken receipts
Receipt cleanup pairs with Payment Allocation — Correcting mistaken receipts and Invoicing & Payments export providers. Hub parity: Common Workflows — Reject/revert mistaken receipts. Full pairing matrix: Account Settings — Section cross-reference.
- Common Workflows — Reject/revert mistaken receipts — Hub matrix when duplicate bank transfers or wrong-booking receipts need Reject / Revert after Approve
- Payment Allocation — Correcting mistaken receipts — Two-layer model, modal copy, and credit note accounting follow-up
- Users and roles — Approve payments permission required before operators can Reject / Revert on Finance Transactions
- Invoicing & Payments — Payments Priorities — Allocation order when mistaken receipts were already matched
- Finance — Row actions on in-payment rows — Bulk Reject selected on Finance → Transactions
- Bookings — Row actions on in-payment rows — Per-row Reject payment and Revert payment on booking Transactions
- FAQ — Reject or revert an incoming payment — Quick answers when modals warn about invoiced charges
Month-end invoicing (fixed date)
Invoicing & Payments fixed Invoice date on Default invoice date shapes every Fatura or Invoice-xpress document in a month-end batch — save the date before Finance → Transactions bulk Issue allocation, then turn Use today as invoice date back on after the batch. Pair Bulk Hostkit invoicing on the same amber toolbar banner. Hub parity: Common Workflows — Month-end invoicing (fixed date). Full pairing matrix: Account Settings — Section 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 & Payments — Default invoice date — Use today as invoice date toggle and saved Invoice date
- Invoicing & Payments — Hostkit invoice series — Series code before Hostkit month-end Issue allocation
- Finance — Month-end invoicing with a fixed date — Six-step operator habit on Transactions
- Portfolio KPI review — Month-end invoicing (fixed date) — Step 7 sign-off contrast
- Bulk Hostkit invoicing — Hostkit Issue allocation pacing on same bulk toolbar
- Pending manual receipt approval — Clear Pending mesh before month-end export
- Glossary — Fixed invoice date — Amber banner and account-wide document dating
- FAQ — Month-end invoicing (fixed date) hub — Symptom table + toggle reset after batch
Bulk Hostkit invoicing
Integrations — Hostkit listing keys and Invoicing & Payments — Hostkit invoice series must be saved before month-end bulk Issue allocation — Vivin paces Hostkit and retries HTTP 429. Hub parity: Common Workflows — Bulk Hostkit invoicing. Full pairing matrix: Account Settings — Section cross-reference.
- Common Workflows — Bulk Hostkit invoicing — Hub matrix (
finance-transactions-bulk-selection-bar.png,settings-invoicing-hostkit-series.png) - Integrations — Hostkit API pacing — Per-listing API keys and HTTP 429 backoff
- Invoicing & Payments — Hostkit invoice series — FR series code from Hostkit Faturação → Séries
- Finance — Invoice automation — Bulk Issue allocation / Invoice selected toolbar
- Month-end invoicing (fixed date) — Fixed Invoice date before Hostkit batch
- Portfolio KPI review — Bulk Hostkit invoicing — Step 7 month-end sign-off
- FAQ — Bulk Hostkit invoicing hub — Symptom table + per-guide mesh
- FAQ — Bulk Hostkit invoicing slow — HTTP 429 pacing — refresh before re-issue
Rent reduction after invoicing
Invoicing & Payments month-end export and Integrations — Hostkit keys shape when invoiced floor blocks Change monthly rent — external credit notes then Issue credit notes (N) on Finance → Transactions. Hub parity: Common Workflows — Rent reduction after invoicing. Full pairing matrix: Account Settings — Section cross-reference.
- Common Workflows — Rent reduction after invoicing — Hub matrix (
bookings-detail-change-monthly-rent-modal.png,bookings-rent-reduction-invoiced-floor-flow.mp4) - Invoicing & Payments — Default invoice date — Fixed Invoice date before first bulk export
- Integrations — Hostkit API pacing — Per-listing keys before Issue credit notes
- Invoicing & Payments — Hostkit invoice series — FR series before month-end batches
- Bulk Hostkit invoicing — Issue credit notes Hostkit pacing after external rent relief
- Month-end invoicing (fixed date) — Amber toolbar banner before bulk export
- FAQ — Rent reduction after invoicing hub — Symptom table + per-guide mesh
- FAQ — Lower rent below invoiced — Modal walkthrough + MP4
Key glossary terms
Glossary terms here pair with Glossary cluster cross-reference and Tab cross-cuts (beyond the sidebar). Receipt disputes: Payment Allocation — Correcting mistaken receipts. Full pairing matrix: Account Settings — Section cross-reference.
- Credit note (payment reject/revert) — Finance Transactions reject/revert after invoicing exports; concept walkthrough: Payment Allocation — Correcting mistaken receipts; workflow hub: Common Workflows — Reject/revert mistaken receipts
- Invoiced floor (rent) — Rent edits on Bookings after Finance export
- 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
- Deposit dispute — Finance → Deposits and booking Deposit tab freeze before refund
- 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)
- 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 — 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
- Deposit lifecycle status —
depositStatuspill vocabulary configured via Preferences and Invoicing & Payments - Finance — Deposit status filter — Other filters → Deposit status multi-select on Bookings and Finance (#2090)
- Finance — Deposit lifecycle status cards — Deposit lifecycle status row on Finance → Deposits; click Partial paid for collection shortfalls (#2091)
- FAQ — Partly collected security deposit — Paid above zero but below Amount on booking Deposit; Partial paid card on Finance → Deposits (#2090 / #2091)
- Operations — Tickets toolbar search — Paste the full sequential ticket ID (for example
S259,T27) in toolbar Search (#2074) - FAQ — Find a ticket by its ID — 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)
- 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)
- 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)
- Draft ticket (display status) — Operations far-future prep jobs when Categories ticket labels are configured here
- Communication schedule — Emails toolbar calendar for lifecycle and Communication Rules delivery
- 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 — 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 — Finance Income status drill-down hub — Symptom table for segment vs Debt Aging
- 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 — Cash flow forecast drill-down hub — Symptom table for collections vs Income / Dashboard
- FAQ — Cash flow forecast drill-down — Month / Day bar-click habit
- 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 openslink,bookingId,tenantId,listingId, orpropertyId(first match); Dashboard bell General rows stay in-panel unlesslinkis 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