Delete something and recover it

Delete a property, unit, lease, tenant, or a portfolio record like a mortgage, valuation, or insurance policy. You have 24 hours to recover it before it is removed for good.

Before you start

• You need to be an account owner, an admin, or a property manager.
• A property manager who is assigned to specific properties can only delete things on those properties. Things on a property you are not assigned to are not shown to you, and the action is refused if you try.
• Deleting is reversible for 24 hours, so you can undo a mistake. After that it is permanent.
• Units and portfolio records (mortgage, valuation, insurance) delete the same recoverable way. Open the property, find the item, and select Delete.

Steps

1. Open the thing you want to delete, for example a property from Properties.
2. Select Delete. A confirmation opens and shows what will be removed.
3. Read it. If the item has sub-items or money on it, you will see what to do first instead.
4. Type DELETE to confirm, then select Delete.

What happens next

• The item is scheduled for deletion and stays visible with a "Scheduled for deletion" label so you can still see it.
• Automatic rent collection (pre-authorized debit and autopay) on an affected lease stops right away.
• After 24 hours it is removed for good. Until then you can recover it.

Recover something

1. Open Account details from the menu.
2. Find the Scheduled for deletion list.
3. Select Recover next to the item to bring it back.

Troubleshooting

• It will not delete and lists blockers. Delete the sub-items first. For example, delete a property's units before the property.
• It says the item has financial history. Anything with payments, charges, deposits, or payouts is kept so your records and taxes stay complete. Archive it instead of deleting it.
• Autopay stopped after I recovered. Recovering brings the item back, but a tenant who was on autopay needs to set it up again.