FAQ > Portals

What kind of scanned attachments can be shown and for what documents?

In SimplifyEm.com Property Management Software, you can attach scanned documents to any income or expense transaction, with a file size limit of 800 KB per attachment. These attachments can be published on the Owner, Vendor, or Tenant Portals depending on the transaction type.
For Owner Reports, you can scan and attach documents for any income or expense transaction and publish them to the Owner Portal. For Vendor Reports, you can attach documents to expense transactions and publish them on the Vendor Portal. Similarly, for Rent Receipts, you can attach scanned documents related to income or tenant expenses and publish them on the Tenant Portal.

To publish an attachment with an Owner Report, follow these steps (this process is similar for Rent Receipts and Vendor Reports):

1. On the Worksheet Page, next to the cell, click on the paper clip icon, which will open a new popup window.
2. Select the file you want to attach, and check the box for the portal where you want to publish the attachment.
3. To publish on the Owner Portal, go to the “Owners” tab and click “Generate Owner Report,” which will open a new window.
4. In this window, select the tenants, customize the email text, select the time period, and click “Publish Report.”

Your document, along with the attachment, will be published on the Owner Portal for the specified time period.