Yes. We can post (upload) bulk tenant charges and journal entries in AppFolio.

Definately, our team ensures that tenant ledgers are accurately maintained, tracking rent payments, late fees, security deposits, and any other charges or credits. Our experts keep a clear record of all transactions, making it easier to monitor tenant balances, generate statements, and ensure that all financial activities are up to date.

Yes, we manage work orders in AppFolio. Our team assists in creating, tracking, and organizing work orders for maintenance and repair requests. We ensure that work orders are properly assigned to the right vendors or staff, monitor their progress, and update the status in real time.

Yes, we help in setting up and use the recurring bill and recurring journal entry features in AppFolio. By automating regular payments and journal entries, our team ensures that bills such as rent, utilities, or vendor fees are processed consistently on the same schedule without manual input.

Our team generates a wide variety of reports directly from AppFolio to meet your property management and accounting requirements.
These include:
• Financial Reports: Profit & Loss, Balance Sheet, Cash Flow, Owner Statements, Tax Reports, Aging Reports, and more.
• Tenant & Lease Reports: Tenant Ledger, Rent Roll, Lease Expiration, Security Deposit Report.
• Accounts Receivable & Payable Reports: Aging Reports for both tenants and vendors, Bill Entry, and Vendor Payment Reports.
• Property & Portfolio Reports: Property Performance, Occupancy, Portfolio Summary, Maintenance & Repair.
• Budgeting & Forecasting: Budget Variance Report, Cash Flow Forecast.
• Tax Reports: Taxable Income Report, 1099 Form Generation.
• Maintenance & Work Order Reports: Work Orders, Maintenance Costs.
• Owner and Tenant Communication Reports: Tenant Communication History, Owner Communication.
For specialized requirements, our experts offer custom reports designed specifically to align with your business objectives.

We offer a wide range of accounting services in AppFolio for your property management. These include-
• General Ledger: Automated journal entries, chart of accounts, and reconciliation.
• Accounts Payable: Track vendor invoices, bill payments, and recurring bills.
• Accounts Receivable: Track rent payments, late fees, tenant statements, and aging balances.
• Bank Account Management: Reconcile bank accounts and manage trust accounts.
• Financial Reporting: Generate profit & loss, balance sheet, cash flow, owner statements, tax reports, and more.
• Tax and Compliance: Tax-ready reports, 1099 generation, and compliance tools for managing security deposits.
• Security Deposit Management: Track deposits and process refunds.
• Payment Processing: Integration with online payment systems for both tenants and vendors.
• Multi-Property Accounting: Manage accounting for multiple properties with consolidated reporting.

Additionally, we automate tasks like recurring billing, late fee applications, and payment reminders, helping you save time and reduce errors.

Our firm’s data security is our top priority. When you outsource bookkeeping services, you can expect the same level of data protection as if you were handling it in-house. We have implemented robust security measures, including data encryption, access controls, and regular security audits to keep your data protected and safe.

Mercurius is an ISO 27001-certified organization and has strict policies and processes to ensure that
client data remains secure and confidential.

► All employees work on the assigned office computers with appropriate restrictions on
(1) external device connections
(2) data sharing capabilities and
(3) device data storage limits.

► All client and work data are stored on network servers with best-in-class storage systems
as well as security and firewall protection. Systematic remote backup processes are in
place.

► All IT assets have exclusively domain-based access and have centralized anti-virus
protection.

Besides, we enter into non-disclosure and confidentiality agreements with our clients.

Further, AppFolio employs security measures to protect your financial data by storing it in a cloud infrastructure. Our team has managed multiple AppFolio accounts for our clients but never received any complaints regarding data security issues.