How Can I View Current Month Accounting Information in My Portal?

Audience: rental property owners who want to see real-time financial activity for their property — including rent payments, expenses, charges, and running balances — before the monthly statement is finalized.

You don’t have to wait for the monthly Owner Statement to see what’s happening financially with your property.

Here’s exactly how to see current-month activity in your portal.

FAQs ❓

Can I see rent payments the moment tenants pay?
Yes tenant ledger activity updates immediately.

Can I see repairs before they appear on my statement?
Yes work orders and invoices (when posted) appear in your portal throughout the month.

Does the portal show my trust account balance?
Yes you can see current balances before they’re finalized in the monthly statement.

Is statement information live?
Statements are monthly snapshots, but real-time details are visible through the ledger and reports.

What You Can View in Real Time Within the Owner Portal ✔️

✔ Rent received

✔ Tenant charges and fees

✔ Vendor bills (when posted)

✔ Maintenance requests

✔ Owner contributions

✔ Beginning and current balances

✔ Pending charges

✔ Move-in/move-out charges

✔ Ledger transaction history

This makes it easy to track your property’s financial activity any day of the month.

How to View Current Month Accounting Information Step-by-Step

1. Log in to Your Owner Portal 🔐

Use the URL provided during onboarding or navigate to MoveZen’s owner portal login page.

2. Navigate to the Property Dashboard

Here you’ll see:

Property balance
Recent activity
Alerts
Open work orders

This page provides a quick high-level overview.

3. Open the “Ledger” or “Transactions” View

This is where real-time accounting lives.

Your ledger shows:

✔ All charges

✔ All payments

✔ Dates and descriptions

✔ Running balance

✔ Posted invoices

✔ Rent receipts

✔ Fees and credits

Every entry is timestamped and categorized.

4. Filter by Date Range to See Current Month Only

Use the filter to select:

This Month
Last 30 Days
Custom Date Range

This isolates the exact period you want to review.

5. View Attached Invoices (When Added)

If a repair is completed early in the month, invoices may post before your statement is produced.

You can click:

“View Attachment”

to open PDFs or images of vendor invoices.

Transparency is a major part of MoveZen’s accounting process.

6. Check the “Reports” Section for Up-to-Date Summaries

Available report types may include:

Cash flow summaries
Owner ledger report
Income/expense activity
Contribution history
Disbursement history

These provide another way to monitor activity before the monthly statement is issued.

7. Review Work Orders for Pending or Upcoming Charges

To better understand upcoming expenses, open:

Maintenance → Work Orders

You’ll see:

Open repairs
Status (assigned, scheduled, completed)
Notes from vendors
Estimated or final invoices

This helps anticipate charges before they hit your statement.

What Information Will Not Appear Until Statements Are Finalized?

A few items become visible only after trust account reconciliation, including:

❌ Final owner disbursement

❌ Final monthly beginning/ending balance

❌ Year-to-date summaries

❌ Adjustments made during reconciliation

This ensures all numbers follow North Carolina trust accounting laws.

What Owners Commonly Look For Mid-Month

✔ Did my tenant pay rent yet?

✔ Has MoveZen posted the repair invoice?

✔ What’s my current property balance?

✔ Are there pending tenant charges?

✔ Did my contribution get posted?

✔ What is the status of open work orders?

All of these are visible in real time.

Why Real-Time Portal Access Matters

✔ Transparency

✔ Reduced wait time for information

✔ Better financial planning

✔ Faster response to issues

✔ Clearer understanding of tenant payment behavior

✔ No surprises at the end of the month

The portal empowers owners to stay informed whenever they want.