How to set up and track rent collection methods

The Rent collection method report lets you quickly consult the collection method associated with each of your tenants.

You can thus check which tenants use an automatic collection method and which are set up with a manual collection method.

Step 1 - Open the report

To consult the report, go to the Reports section of Plexflow, then select Rent collection method.

If needed, use the filters to select:

• the subaccount in question;
• a specific property;
• the collection method you want to consult;
• active rents or completed rents.

Step 2 - Consult the tenants’ collection methods

Tenants are grouped by property and by unit.

The Collection Method column lets you quickly see whether the rent is associated with a collection that is:

• automatic;
• manual;
• or whether the tenant has been invited to set up their electronic payment.

Step 3 - Quickly set up a collection method

It is also possible to quickly set up or change the collection method directly from this report.

In the Collection Method column, click the menu associated with the tenant in question, then select the desired method.

Check the bank accounts associated with scheduled periods

It is also important to consult the Previous rent with bank account filter.

This option lets you check whether the scheduled rent periods do have the banking information coming from the active or previous period.

This follow-up is particularly useful during a lease renewal or the creation of a new rent period. It lets you quickly identify the periods for which the tenant’s bank account has not been associated correctly.

We recommend doing this check before the start of a new rent period in order to avoid a situation where an automatic collection cannot be carried out because of missing banking information.

Updated on: 13/11/2026