Open accounting sub-portfolios
Find the current grouping entry, check accounting access and confirm the scope of your reports.
On this page
Before you start
- Sign in to the intended Rentari landlord account with a verified email and accounting access. Follow any plan or permission notice.
- Identify the properties you want to group and the reports you need. Keep legal-entity, payment-destination and accounting-group decisions separate.
Step 1: Find Sub-portfolios in Accounting settings
Choose Open Accounting settings below, or open Settings and select Accounting. Under Accounting preferences, find the Sub-portfolios row. The row describes grouping properties and reviewing reports in RentariIQ.
Step 2: Open the connected accounting workspace
Choose Open on the Sub-portfolios row. This starts the RentariIQ connection for your current Rentari portfolio. Read any access message before continuing. Accounting settings presents an Open action here; group management takes place in the connected workspace.
Step 3: Recover from a connection or access notice
If Continue from Rentari appears with We couldn’t verify your Rentari access, return to Rentari and reopen Accounting settings. Try Open on Sub-portfolios again from the intended signed-in account. If the message repeats, use the Contact Support guide and include the page name and exact message.
Check the report scope separately
Confirm the displayed properties, dates and report source in the report you actually run. A group chosen elsewhere does not establish which properties an individual report includes.
The Rentari Profit and loss workflow offers Full portfolio, property and unit selections. A separate sub-portfolio comparison is not offered in that workflow. Use its own listed filters and review its scope before comparing totals.
Keep grouping separate from account and payment setup
The Sub-portfolios entry opens accounting tools for the current Rentari portfolio. Opening it does not create another Rentari landlord account, start a separate subscription or change where rent is paid.
Review legal entities and collection destinations through their own workflows. A reporting group does not establish legal ownership or a bank destination.
Check the result
- The intended account and current Sub-portfolios entry are identified, and any connection or permission problem is resolved before proceeding.
- The report’s displayed properties, dates and source are checked independently of the grouping entry.
FAQs
Where do I add or assign an accounting group?
Use Sub-portfolios > Open in Accounting settings to reach RentariIQ. Confirm access before managing groups there. If the row is absent or the connection fails, check the account and access message, then use the recovery steps above.
Is a sub-portfolio a separate landlord account or payment destination?
No. The entry is for accounting grouping within the current Rentari portfolio. Opening it does not create another landlord account or change a collection destination. Review legal entities and payment destinations separately.