Create Center

The Create Center is a shortcut hub for creating the records you use most — without hunting through the menus. It groups creation shortcuts by area, including:

• Properties & Tenants — Property, Tenant
• Leasing — Lease, Quick Lease, Lease Type, Program
• Payments & Accounting — Invoice, Receive Payment, Expense, Journal Entry, Recurring Transaction, Account, Fixed Asset
• Banking — Bank Account, Link Bank, Bank Rule
• Late Fees — Late Fee Policy
• Marketing — Lead, Listing, Application Form, Email Template
• Contractors & Maintenance — Contractor, Payment Request, Quotation, Maintenance Request
• Administration — User Invitation, Role

(The shortcuts you see depend on your permissions.)

Use it

1. Open the Create Center.
2. Pick what you want to create.
3. You're taken straight to the right form.

Related

• Create a lease
• Create and edit invoices