Getting Started
Dashboard Overview
Your RentFig dashboard shows what needs doing first, then where your money stands. New accounts also see a short "Finish setting up" checklist at the top.
Getting Started
- Work through For Your Attention — The full-width panel at the top lists everything to act on: expiring certificates and insurance, Right to Rent expiries, unprotected deposits, new tenant applications and viewing requests, completed references and e-signatures, maintenance jobs needing you, unassigned Quick captures and unreconciled transactions. Snooze or dismiss items as you deal with them.
- Check the Rent Chaser widget — See which tenants owe rent. Use its ⚙ Widget settings to change the sort order, minimum days overdue and how many tenants are shown, and Snooze or Pause chasing for a tenant from their row.
- Review Profit & Loss — A summary of income and expenses sits beside the Rent Chaser widget.
- Watch occupancy and news — The Occupancy widget shows occupied and vacant units (with a link to the vacant ones), and Latest News keeps you up to date with landlord news.
- Capture on the go — Use the + Quick add button (top bar on a computer, bottom bar on a phone) to log a note, meter reading, repair, fire alarm test, receipt, contact, cash payment or inventory report in seconds.
Common Questions
Why is my dashboard showing different totals than my Accounting section?
The dashboard shows a summary snapshot. For a detailed breakdown, open Accounting → Profit & Loss and set your preferred date range and basis (cash or accrual).
Can I customize which cards appear on my dashboard?
The widgets themselves are fixed, but you can tune them: the Rent Chaser widget has its own ⚙ Widget settings, and you choose which reminders appear in For Your Attention (and their lead times) under Settings → Reminders.
How often does the dashboard data update?
The dashboard updates in real-time as you record transactions in RentFig.
Still need help?
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If it’s still not resolved, email us at support@rentfig.co.uk