Why did Ailo change the transfer summary PDF?
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We redesigned the Transfer Summary PDF to make it more succinct and easier to view total income and expenses related to your property (or properties) at a glance. This new format will also make it much easier for investors with multiple properties to view total income and expenses for properties within the same portfolio. |
My transfer summary has a portfolio number, what is that?
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All properties owned by investors have been assigned a portfolio number - a numeric code with the prefix PFLIO. This becomes particularly useful as investors grow their property portfolios, as it gives better flexibility to combine numerous properties into the same portfolio to pool rental income and expenses. |
Where did the running balance go?
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The running balance that used to live on the right hand side of the old summary was removed and replaced with a total balance on the top right hand side of the PDF. See here for more information. |
Where do I find renter details, such as names, rent amount and property address?
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This information lives a little lower on the PDF now - right under the Transactions sub heading. See here for more information. |
The effective paid-to-date for my property is no longer in the email, where do I find this?
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The latest effective paid to date for your property (or each of your properties) can be found in the PDF under the property address within the Transactions section. See here for more information. |
Where do I find transaction dates in the summary PDF?
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The date a rent payment was made can be found below each rent payment. Dates for transactions such as bill payments, payment failure, and transfers are also mentioned below the relevant transaction descriptions. Because management fees are now batched together, there is no specific date assigned for these. See here for more information. |
I can see multiple rent payments that were received during the Transfer Summary period, however I can only see one instance of management fees - is this an error?
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Management fees are now batched together, so they will appear as one single line in your PDF Transfer Summary. If you own multiple properties within a portfolio, you will see management fees applicable to each property. See here for more information. |
Where do I find the closing balance?
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The total income, expenses and transfers are now summarised in the top section of the table within your Transfer Summary PDF. See here for more information. |
I paid some expenses outside of rental income, where do I find this information?
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Expenses paid outside of rental income appear under ‘Other transactions’ and are listed as ‘Contributions’. See here for more information. |