Start Here: How the Portal Is Organized

The Rentaflix portal is organized around your daily rental workflow:

• Set up your portfolio structure (buildings and units)
• Manage people and contracts (tenants and tenancies)
• Follow finance activity (rent, balances, and transactions)
• Store and generate documents

Most sections use a list view where you can create, update, archive, and search records.

Main Navigation Sections

Home

Your landing page with quick access to key actions and recent activity.

Dashboard

A high-level operational view of your rental workspace. Use it to monitor priorities and open items.

Buildings

Manage your buildings and property groups. This is where portfolio structure starts.

Units

Manage individual rental units (apartment, house, room, parking, etc.).
Units are linked to buildings and are used in contracts and financial records.

Readings

Track meter readings (water, electricity, gas, or other counters) by unit and period.

Tenants

Manage tenant profiles and contact information.
Each tenant can later be linked to one or more tenancies.

Tenancies

Manage rental contracts and active rental relationships.
This section connects tenant, unit, dates, rent terms, and contract details.

Finances

Manage financial operations such as rent tracking, balances, and transaction history.

Documents

Your document workspace:

• My Documents: stored or generated files
• My Templates: reusable document templates
• My Pictures: image assets used in records or documents
• Exports: generate formal documents from your data (contracts, receipts, notices, etc.)

Bin

Review and restore removed items when needed.

Starred

Quick access to important records you marked for follow-up.

Search

Global lookup tool to find records quickly across major sections.

Recommended First Steps

To start with a clean setup:

1. Create your Buildings (if relevant).
2. Create your Units.
3. Add your Tenants.
4. Create Tenancies that link tenants to units.
5. Check Finances for automatic rent flow and follow-up.
6. Use Documents > Exports to generate your formal files.

Summary

If you remember one rule: portfolio structure first, contracts second, finance and documents after.
This sequence keeps your workspace consistent and avoids data gaps later.