Welcome
Platmetrix keeps a real double-entry, accrual-basis set of books per property. Routine activity posts itself; your job is to review, reconcile, and keep each property tying out.
Signing in
- Go to your Platmetrix site and open the operator app (the Client login link, or
propiq.html). - Type your email and password.
- Press Sign in.
Checks your credentials and opens your workspace showing only the properties and tools your role allows. Your session stays signed in on that device until you sign out.
You need an account created by your administrator. If you were invited by email, open that invite first and set a password. Forgotten password or no access to a property — your administrator resolves both.
How the books work
You don't make manual entries for routine activity — charges, payments, deposits, and paid tax bills post to the books as the work happens.
Accounting module
Open Accounting. On a real property it reads the live books and shows the statements with a green LIVE GL badge.
- Open Accounting.
- Use the Year and Month selectors.
- Pick the statement tab (Income / Balance sheet / Trial balance).
Re-pulls the books for that period and redraws the statement you're viewing.
Shows only what's been posted. If a period looks empty, activity for it hasn't been recorded yet (or you're on a demo property, which shows sample figures).
The statements
Income statement
Revenue less operating expenses gives NOI; interest and depreciation below the line give net income. Paid property taxes flow in automatically.
Balance sheet
Assets, liabilities, and equity as of period end, with a banner confirming it balances. A small early imbalance before period-close is expected.
Trial balance
Every account's debits and credits with totals that must match — your fastest integrity check.
- Open each tab: Income statement, Balance sheet, Trial balance.
- Check the balance banner and that trial-balance totals match.
Confirms the books are internally consistent and shows the property's performance for the period.
If the trial balance doesn't match or the balance sheet is off beyond a small close-timing difference, something posted oddly — investigate the source activity before relying on the numbers.
Rent ledger
The Rent module is the receivables detail behind your A/R — each charge's billed, paid, balance, and status, with collected/outstanding totals.
Property taxes
Property taxes tracks bills by parcel, year, authority, and installment.
- Open Property taxes.
- In the add form enter authority, year, amount, and due date.
- Click Add bill.
Records the bill as an upcoming obligation on this property.
You supply the details from the actual tax statement. Adding it doesn't post an expense yet — that happens when you mark it paid.
- Prepare a CSV: Parcel, Year, Authority, Installment, Amount, Due.
- Choose the file.
- Click Import.
Loads every row as a bill at once so you don't hand-enter a large tax roll.
Columns must be in the expected order. Rows with unreadable amounts/dates are skipped; check the count in the confirmation.
- Find the bill.
- Click Mark paid.
Records the payment and posts the property-tax expense to the books automatically, so it flows into NOI — no separate journal entry.
Only mark paid once it's actually paid; this changes the financial statements.
Reconciliation
Reconciliation matches collected rent against the deposits the processor actually pays into each property's bank.
- Open Reconciliation.
- Compare Collected, Deposited to bank, In transit, and Processing fees.
- Check each payment's bank status.
Shows which collected payments have landed in the bank versus still in transit, and the processor's fees so you can book them as an expense.
Populates once online payments are live and payouts have run. Recording the fee expense and confirming the bank-statement match are your call. Until payments are live it shows the demo example.
Reporting to AssetIQ
Reporting rolls each property's NOI, occupancy, and scorecard up to AssetIQ for valuation — the same posted numbers, never re-entered.
