> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://help.plexflow.ca/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # Introduction to the manager role in Plexflow ### Introduction of the Management section After the introduction to the structure of Plexflow and to leasing, this section is devoted to the manager role. It is intended for people who coordinate the property portfolio on a daily basis: payment follow-up, expense management, communication with tenants and owners, account security, and the use of Plexflow AI to save time. The exact manager role can vary from one organization to another. The structure proposed here serves as a reference for organizing the training and giving an overview of the tools available, without imposing a single way of doing things. ### Objectives of this section At the end of this section, you will be able to: - Organize and secure your Plexflow account - Track payments and PAD withdrawals in a structured way - Manage building expenses and certain special cases such as subsidized rents - Use custom lists and messaging to communicate better - Take advantage of Plexflow AI as a management assistant and automation tool ### Who this section is for - Building or portfolio managers - Real estate management coordinators - Owners who manage their buildings themselves in Plexflow - Anyone who supervises collections, expenses, and communications on a daily basis ### Section 1 Monetary flows, payments, and PAD Everything related to collections and withdrawals. This section helps the manager set up, adjust, and correct PAD collections, as well as process manual payments. ##### How to set up a PAD collection for a unit in Plexflow [https://help.plexflow.ca/fr/article/inscrire-une-collecte-dpa-dune-unite-dans-plexflow-1x4yj0z/](https://help.plexflow.ca/fr/article/inscrire-une-collecte-dpa-dune-unite-dans-plexflow-1x4yj0z/) This article explains how to turn on collection by pre-authorized debit for a rent. It shows how to go from a manual collection to an automatic collection in Plexflow. ##### How to retry a PAD in Plexflow [https://help.plexflow.ca/fr/article/comment-relancer-un-dpa-dans-plexflow-m4da41/](https://help.plexflow.ca/fr/article/comment-relancer-un-dpa-dans-plexflow-m4da41/) This article details the steps to follow when a PAD has failed and you need to attempt a new collection. It helps you structure the retry in a secure way. ##### How to change a tenant’s bank account in Plexflow? [https://help.plexflow.ca/fr/article/comment-changer-le-compte-bancaire-dun-locataire-dans-plexflow-dxbunl/](https://help.plexflow.ca/fr/article/comment-changer-le-compte-bancaire-dun-locataire-dans-plexflow-dxbunl/) This article shows how to update the tenant’s banking information used for PADs. It is essential when changing bank or account. ##### How to cancel an automatic collection in Plexflow [https://help.plexflow.ca/fr/article/comment-annuler-une-collecte-automatique-dans-plexflow-1qhry30/](https://help.plexflow.ca/fr/article/comment-annuler-une-collecte-automatique-dans-plexflow-1qhry30/) This article explains how to cancel an upcoming automatic collection. It is useful when you need to suspend or end a scheduled PAD. ##### How to reschedule a PAD collection [https://help.plexflow.ca/fr/article/reporter-une-collecte-dpa-tdmn9k/](https://help.plexflow.ca/fr/article/reporter-une-collecte-dpa-tdmn9k/) This article describes how to change the date of a PAD that is already scheduled. It is particularly relevant when a tenant asks to postpone a payment. ##### How to change the amount of an upcoming automatic collection (PAD) in Plexflow [https://help.plexflow.ca/fr/article/modifier-le-montant-dune-collecte-automatique-dpa-a-venir-dans-plexflow-xgmced/](https://help.plexflow.ca/fr/article/modifier-le-montant-dune-collecte-automatique-dpa-a-venir-dans-plexflow-xgmced/) This article shows how to adjust the amount of an upcoming PAD without having to reconfigure everything. It is practical for managing one-time regularizations. ##### Understanding PAD error codes [https://help.plexflow.ca/fr/article/comprendre-les-codes-derreur-dpa-1cvf86q/](https://help.plexflow.ca/fr/article/comprendre-les-codes-derreur-dpa-1cvf86q/) This article helps you interpret the main error codes related to PADs. It gives solution leads to correct the situation before retrying a collection. ##### How to record a manual collection in Plexflow [https://help.plexflow.ca/fr/article/effectuer-une-collecte-manuelle-dans-plexflow-1clzvlx/](https://help.plexflow.ca/fr/article/effectuer-une-collecte-manuelle-dans-plexflow-1clzvlx/) This article explains how to record a payment received manually, for example in cash or by cheque. It lets you keep the collection follow-up up to date even outside PADs. ### Section 2 Communication and file follow-up How to centralize and trace exchanges. This section presents the messaging, certified message, SMS, and list tools to better follow files. #### Messaging in Plexflow [https://help.plexflow.ca/fr/article/messagerie-dans-plexflow-4ouwbd/](https://help.plexflow.ca/fr/article/messagerie-dans-plexflow-4ouwbd/) This article presents Plexflow’s built-in messaging. It explains how to send messages to tenants and keep a centralized record of the exchanges. ##### How to view certified messages sent in Plexflow [https://help.plexflow.ca/fr/article/consulter-les-messages-certifies-envoyes-dans-plexflow-1bvq6sb/](https://help.plexflow.ca/fr/article/consulter-les-messages-certifies-envoyes-dans-plexflow-1bvq6sb/) This article shows how to find the certified messages sent with Plexflow. It lets you review the precise content and check the sending status. ##### How to add SMS to your Plexflow plan [https://help.plexflow.ca/fr/article/comment-integrer-les-sms-dans-votre-plan-plexflow-2vtx7/](https://help.plexflow.ca/fr/article/comment-integrer-les-sms-dans-votre-plan-plexflow-2vtx7/) This article explains how to turn on SMS in your plan. It describes the main lines of use for reaching tenants by text message while keeping the exchanges centralized. ##### How to create custom lists in Plexflow [https://help.plexflow.ca/fr/article/comment-creer-des-listes-personnalisees-dans-plexflow-m3lege/](https://help.plexflow.ca/fr/article/comment-creer-des-listes-personnalisees-dans-plexflow-m3lege/) This article shows how to create lists from keywords in order to follow certain types of leases or tenants. These lists can serve as a follow-up view or as a basis for targeted bulk sendings. ### Section 3 Plexflow AI, management assistant and automation Everything that helps the manager go faster and analyze better. This section presents the Plexflow AI tools that support the manager’s daily work. ##### Introduction to task lists in Plexflow AI [https://help.plexflow.ca/fr/article/introduction-des-liste-de-taches-dans-plexflow-ai-110gnun/](https://help.plexflow.ca/fr/article/introduction-des-liste-de-taches-dans-plexflow-ai-110gnun/) This article presents the intelligent task lists of Plexflow AI. It explains how to use them to automatically follow certain files and priorities. ##### Plexflow AI – Management assistant and reference for your account [https://help.plexflow.ca/fr/article/plexflow-ai-assistant-de-gestion-et-reference-de-votre-compte-sxt0zh/](https://help.plexflow.ca/fr/article/plexflow-ai-assistant-de-gestion-et-reference-de-votre-compte-sxt0zh/) This article describes the role of Plexflow AI as a management assistant. It shows how the AI can answer questions about your units, rents, service requests, and other data in your account. ##### Plexflow AI – Built-in documentation search [https://help.plexflow.ca/fr/article/plexflow-ai-recherche-de-documentation-integree-1cew2jy/](https://help.plexflow.ca/fr/article/plexflow-ai-recherche-de-documentation-integree-1cew2jy/) This article explains how to use Plexflow AI to search in the Plexflow knowledge base and the reference resources. It helps you quickly find technical or general answers. ##### How to automate the recording of your expenses with Plexflow AI [https://help.plexflow.ca/fr/article/automatiser-linscription-de-vos-depenses-avec-plexflow-ai-oxvcr8/](https://help.plexflow.ca/fr/article/automatiser-linscription-de-vos-depenses-avec-plexflow-ai-oxvcr8/) This article shows how to use Plexflow AI to extract the information from an invoice and prepare the recording of the expense in Plexflow. It lets you reduce the time spent on manual entry. ##### How to use the Plexflow AI Chat as a communication tool [https://help.plexflow.ca/fr/article/utiliser-le-chat-de-plexflow-ai-comme-outil-de-communication-vgu8j7/](https://help.plexflow.ca/fr/article/utiliser-le-chat-de-plexflow-ai-comme-outil-de-communication-vgu8j7/) This article presents the use of Plexflow AI to write and improve your written communications. It is useful for preparing clearer messages adapted to your tenants or owners. ### Section 4 Expenses, services, discounts, and special cases Money going out and adjustments on rents. This section covers the recording of expenses, particularities such as OMH, services and discounts, as well as the reuse of lease configurations. ##### How to add a building expense in Plexflow [https://help.plexflow.ca/fr/article/ajouter-une-depense-dimmeuble-dans-plexflow-1tfebdu/](https://help.plexflow.ca/fr/article/ajouter-une-depense-dimmeuble-dans-plexflow-1tfebdu/) This article explains how to record an expense linked to a building. It helps keep a clear view of costs and feed the financial reports. ##### How to assign a monthly service or discount in Plexflow [https://help.plexflow.ca/fr/article/attribuer-un-service-ou-un-rabais-mensuel-dans-plexflow-1x1g5t1/](https://help.plexflow.ca/fr/article/attribuer-un-service-ou-un-rabais-mensuel-dans-plexflow-1x1g5t1/) This article shows how to add recurring services or discounts to a rent. It lets you faithfully reflect the lease agreements in the amounts billed. ##### How to record collections for an OMH-subsidized rent in Plexflow [https://help.plexflow.ca/fr/article/inscrire-les-collectes-dun-loyer-subventionne-par-lomh-dans-plexflow-oc4efs/](https://help.plexflow.ca/fr/article/inscrire-les-collectes-dun-loyer-subventionne-par-lomh-dans-plexflow-oc4efs/) This article presents a setup example for a rent subsidized by the OMH. It illustrates how to manage two distinct collections and avoid duplicate dates. ##### How to save lease information to simplify later creations [https://help.plexflow.ca/fr/article/sauvegarder-les-informations-dun-bail-pour-simplifier-les-prochaines-creations-hl4m4q/](https://help.plexflow.ca/fr/article/sauvegarder-les-informations-dun-bail-pour-simplifier-les-prochaines-creations-hl4m4q/) This article explains how to reuse lease settings in order to create other similar leases more quickly. It is useful for portfolios with repetitive configurations. ##### Introduction to commercial rents [https://help.plexflow.ca/fr/article/introduction-aux-loyers-commerciaux-1gjmj8j/](https://help.plexflow.ca/fr/article/introduction-aux-loyers-commerciaux-1gjmj8j/) This article gives an overview of the particularities of commercial rents compared with residential rents. It is relevant for managing commercial cases and their particularities in Plexflow. ### Section 5 Tax slips and ownership structure What concerns compliance and the correct attribution of income. This section completes the manager role by linking the ownership structure to tax obligations. ##### Assigning owners in Plexflow [https://help.plexflow.ca/fr/article/attribution-des-proprietaires-dans-plexflow-14ipyqf/](https://help.plexflow.ca/fr/article/attribution-des-proprietaires-dans-plexflow-14ipyqf/) This article explains how to associate the right owners with the buildings. This is a key step so that the reports and tax documents reflect the right structure. ##### Relevé 31 – Understanding and generating your slips in Plexflow [https://help.plexflow.ca/fr/article/releve-31-comprendre-et-generer-vos-releves-dans-plexflow-a1qs7r/](https://help.plexflow.ca/fr/article/releve-31-comprendre-et-generer-vos-releves-dans-plexflow-a1qs7r/) This article presents the Relevé 31 (Quebec’s RL-31 slip), who must produce it, and how to generate it in Plexflow. It also recalls the points of vigilance before finalizing the sendings to tenants.