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AppFolio Tips &
Industry Updates

Guides, product updates, and insights from our AppFolio team.

Accounting

The AppFolio Month-End Close Checklist for Property Managers

A practical month-end close sequence for AppFolio property managers: diagnostics, bank reconciliations, fee payouts, owner distributions, and owner statement review.

7 min readRead more
Industry News

21 Additional Property Management Fees You Can Track in AppFolio

Renewals, inspections, maintenance coordination, onboarding, reporting — 21 fees you can standardize in AppFolio so your team stops giving away real operational work.

8 min readRead more
Product Update

Stop Waiting on Email: How Our AppFolio AI Answers Questions in Seconds

Our AppFolio AI now lives in every PM Bookkeeper client's Slack channel — answering real AppFolio questions in seconds, 24/7, with bookkeeper-grade depth.

5 min readRead more
Leasing

AppFolio Leasing: How Property Managers Can Use It to Lease Smarter

Learn how property managers can use AppFolio leasing tools to streamline leads, applications, showings, and follow-up while improving leasing performance.

6 min readRead more
Accounting

AppFolio Chart of Accounts: Best Practices for Property Managers

A well-structured AppFolio chart of accounts is the foundation of clean property management books. Here's how to set it up right — and what to fix if it's already a mess.

8 min readRead more
Product Update

What Is AppFolio Realm-X, and Why Property Managers Should Pay Attention

AppFolio is pushing beyond basic property management software with Realm-X, its AI-driven product direction aimed at helping property managers work faster, automate more decisions, and reduce repetitive admin work.

5 min readRead more
Accounting

How to Enter Vendor Bills in AppFolio Faster Without Creating Accounting Mistakes

A practical AppFolio accounts payable workflow for entering vendor bills faster while preventing duplicate bills, coding errors, and month-end cleanup.

7 min readRead more
Product Update

Meet Your AI AppFolio Expert — Now Available to PM Bookkeeper Clients

We've built an AI-powered AppFolio assistant that actually understands your books. Ask it anything you'd normally ping your bookkeeper about — and get instant answers.

4 min readRead more
Diagnostics

How to Fix AppFolio Bank Reconciliation Errors

Bank reconciliation errors in AppFolio are one of the most common — and stressful — problems property managers face. Here's exactly how to find and fix them.

6 min readRead more
Accounting

Why Your AppFolio Adjusted Cash Balance Doesn't Match (And How to Fix It)

The Adjusted Cash Balance is AppFolio's version of the triple tie-out. When it doesn't match your bank statement, here's how to diagnose the root cause.

7 min readRead more
Accounting

AppFolio Trust Accounting: Best Practices for Property Managers

Trust accounting in AppFolio isn't optional — it's a legal requirement in most states. Here's how to keep your client trust accounts clean, compliant, and audit-ready.

5 min readRead more
Product Update

Self-Schedule Showings From AppFolio on Zillow Listings

AppFolio has partnered with Zillow to expand its prospect-scheduled showings functionality. Prospects can now view availability and schedule directly from Zillow listings.

2 min readRead more
Diagnostics

Step-by-Step: AppFolio Security Deposit Funds Mismatch

When running your diagnostics, one of the biggest red flags is a Security Deposit Funds Mismatch. Here's a breakdown of how to troubleshoot and fix it.

4 min readRead more
Accounting

Automatically Manage Cash Account Balances in AppFolio

AppFolio can now handle cash balance transfers for you automatically. Here's how it works when receiving a single check for charges offset to different cash accounts.

5 min readRead more
Product Update

AppFolio Instant Pay For Vendors

Vendors can now choose to get paid instantly after you've approved the payment. Through the Vendor Portal, vendors can set their preference: Instant Pay, eCheck, or Bill Pay.

2 min readRead more
Industry News

AppFolio Investor Relations — Market Update

AppFolio's stock price received a boost after KeyCorp raised its price target. Revenue came in at $136.1 million, $8 million above expectations.

2 min readRead more
Industry News

AppFolio Software Soars in Property Management Market

AppFolio has become the leading provider of software for the property management industry, with shares up over 50% in the past year.

2 min readRead more
Accounting

Owner Statement Ending Balance Issues

Owner statement ending balance issues can seem daunting. Here are the steps we use to determine a cash balance issue not already evident on the owner statements.

3 min readRead more
Leasing

Online Lease Agreements

Online leasing in AppFolio is a powerful tool. Here are tips for setting up lease documents and leveraging pre-fill data options to save time.

3 min readRead more
Accounting

Other Receipts

Learn how to use the Other Receipt function in AppFolio for recording non-tenant funds like insurance reimbursements and other incoming payments.

2 min readRead more
Product Update

What's New In AppFolio — Management Agreements

You can now upload PDF agreements to the Management Agreements section and mark printed agreements as fully executed with signed uploads.

2 min readRead more
Accounting

What Is Adjusted Cash Balance?

The Adjusted Cash Balance represents the amount of money you should have in your bank account. Learn how it's calculated and what the triple tie-out means.

2 min readRead more
Product Update

March AppFolio Updates

A roundup of everything new in AppFolio for March 2019 — portfolio branding, ITIN support, financial diagnostics, and more.

5 min readRead more
Industry News

AppFolio Customer Conference

Highlights from the AppFolio Customer Conference — meeting the Investment Management Team and hearing the keynote on the future of property management software.

1 min readRead more
Product Update

AppFolio Adds Late Fee Customization!

You can now update and adjust late fees based on a max allowable charge — charge daily late fees without exceeding a total monthly amount.

4 min readRead more
Accounting

Setting Your Bank Reconciliation on a Solid Foundation

Your first bank reconciliation is critical. Learn how to resolve beginning balance issues, incorrect bank balances, and missing uncleared items.

3 min readRead more
Product Update

Generate an Invoice for Tenant Charges

You can now generate a PDF invoice for unpaid tenant charges including property name, invoice number, due date, and custom terms.

1 min readRead more
Tax & Compliance

AppFolio 1099 Tax Preparation

November is prep season for year-end 1099s. Here's everything you need to know about printing, e-filing, and handling mid-year go-lives.

5 min readRead more
Leasing

AppFolio Leasing — Multiple Renewal Terms

You can now prepare renewal offers with multiple term options — 12-month, 6-month, month-to-month — that tenants can choose from in their portal.

2 min readRead more
Diagnostics

Troubleshoot the Adjusted Cash Balance — Step 1: Bank Reconciliation Diagnostic Report

How to use the Bank Reconciliation Diagnostic report to determine if your adjusted cash issue is In Balance or Out of Balance.

4 min readRead more
Industry News

21 Additional Property Management Revenue Streams

From app fees and valet trash to furniture rental and AC filters — 21 ancillary income ideas used by PM companies across the nation.

8 min readRead more
Product Update

More Automation From AppFolio!

Set payment terms per vendor to automatically calculate bill due dates. Choose Due on Receipt or Net terms for each vendor.

2 min readRead more
Tax & Compliance

AppFolio 1099 Update

Create separate 1099 forms per owner per property and show or hide TINs/SSNs on 1099 forms with the latest year-end improvements.

2 min readRead more
Leasing

New Leasing Updates from AppFolio!

A new Renewal Summary report and new renewal settings help you track offer status, term choices, and streamline the renewal process.

2 min readRead more
Industry News

$2 Trillion Stimulus — What You Need to Know

Key CARES Act provisions affecting property managers: eviction protections, direct payments, unemployment benefits, and lending programs.

5 min readRead more
Accounting

Hold Back Funds Without Changing Property Reserve

Track work order estimates to hold back funds from owner payments without changing the property reserve amount.

2 min readRead more
Product Update

New Enhancements & Resources for Business Continuity

AppFolio's latest COVID-19 features: payment plans, portal announcements, insurance offerings, and ways to stay connected with residents.

3 min readRead more
Tax & Compliance

CARES Act and AppFolio

How the CARES Act affects RentBureau reporting in AppFolio — payment plans, accommodations, and compliance requirements explained.

4 min readRead more
Product Update

AppFolio Payment Plans

Record payment plan agreements in AppFolio to break up outstanding charges into smaller amounts due on agreed-upon dates.

2 min readRead more
Product Update

Important AppFolio Updates

Bulk update Owner Packets, share inspections with tenants for signing, and preview invoices during bill approval.

2 min readRead more
Product Update

AppFolio Mailing Service — Associations

Send statements, violation letters, and PDFs to association homeowners through AppFolio's integrated Mailing Service.

3 min readRead more
Leasing

Virtual Showings

Enable virtual showings to generate video meeting links for prospects — live video tours powered by Daily.co, no downloads required.

2 min readRead more
Industry News

Half of Renters Plan to Move This Year

AppFolio's 2023 survey finds half of renters plan to move in search of better costs and unit upgrades. Here's what it means for PMs.

2 min readRead more
Product Update

Best Egg and AppFolio to Offer Renters a Flexible Payment Solution

Best Egg's Flexible Rent integrates into AppFolio's resident portal, letting renters split payments into smaller amounts throughout the month.

3 min readRead more
Industry News

AppFolio Property Manager: Comprehensive and Affordable PM Software

A comprehensive look at AppFolio Property Manager — features, pricing, support, and why it's the leading choice for property managers.

3 min readRead more
Accounting

AppFolio Adjusted Cash Balance

How to calculate the adjusted cash balance in AppFolio, common causes of discrepancies, and tips for accurate bank reconciliation.

3 min readRead more

AppFolio bookkeeping tips for property managers

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