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Activity Log

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Listing Configuration

System types and fields are shared defaults. Add your own custom types and fields below — they apply only to your account.

Listing Types
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Custom Fields
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Messages here go straight to the URManager team. We reply in this thread, and you'll see a badge on Support when we do.
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Expense Report
All recorded expenses by period, property, vendor, and category.
Revenue Ledger Summary
All credit ledger entries by period, property, and tenant.

Export

Download your data as a single Excel workbook — one sheet per dataset. Everything is exported in full; there are no date filters, because this is meant as a backup you can keep.

Which listings

Contacts, prospects and vendors belong to the account rather than a listing, so they are always exported in full.

What to include

Only the data you have permission to see is listed.

Payments

Configure how guests can pay you and how URManager records inbound rent. Each tab below holds the settings for one payment system.

Email auto-matching now lives on the Integrations page. Enable forwarding once there and every payment rail below will use the same address.

Off-platform hold

Applies to Zelle & Venmo bookings — how long URManager keeps the dates reserved while you confirm payment.

Activity

Every inbound payment email we've processed across all rails. Use the filter to narrow by platform.

Email

Send and receive email from your own domain. Add a domain (or a subdomain like mg.yourdomain.com), add the DNS records we generate, then verify. Replies from contacts, leads and guests land in your Communication → Inbox.

Integrations

One forwarding address feeds every inbound integration — payment notifications, guest communications, and expense receipts. Enable forwarding once below, then toggle each integration on for the sources you actually use.

Every inbound email matched to an integration on this account — most recent first.

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Notifications

Control how URManager alerts you about new messages, payments, lock events, and other activity — on this device and across your account.

Browser push notifications

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Get a system notification on this device when something needs your attention — new messages, payments, lock events, and more. Works on desktop and on iPhone when you've added URManager to your Home Screen.

Notification history

See every notification your account has received — read, unread, or dismissed.

Notification routing

Pick which roles receive each notification type. Routing lives on the Users page so it stays alongside members and roles.

Calendar settings

Create reusable named pricing bundles (e.g. "Standard rates", "Holiday rates") and assign one to each listing from the listing's Calendar tab.

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Leasing

Account-wide settings that shape how your leases are built and billed.

Lease policies

Named sets of lease terms — late fees, deposits, documents to sign and which add-ons are on offer. A policy is only terms; where you assign it decides who gets it. Point one at the whole account on the Defaults tab, or at a property, a building or a whole complex from its Leases tab — every lease underneath inherits it unless it says otherwise.

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Add-ons

Reusable opt-in line items a guest can pick at booking time or you can attach directly to a lease. Which of them a given lease may take is set on its policy, under Policies. Each add-on can optionally require its own addendum.

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By space type

The policy a lease falls back on when its property — or a parent of it — names none.

By booking source

The policy a vacation rental gets, based on where it was booked.

Percent off each eligible night.

Applies to the stay dates. Leave a side empty for no limit.

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Let us help you discover great local spots. Choose what best describes your use case and we'll suggest places near your property.

Describe what you need a guide for and we'll write clear, simple instructions your guests can follow.

Select which agreements apply to this listing.

Select which account-level packets apply to this listing. Their agreements attach automatically when a lease is created here.


        
Signing fields:

Encrypted files are stored as ciphertext and can only be opened through this app. Keep in mind the encryption key must never be lost.

Scan a receipt to auto-fill
or drag a file here

Details

Curtailments

Refinances

Loan Transactions

This is the format expected. You can also try any format you have and we will do our best to convert it using AI . Rows for escrow disbursements, refunds, advances, and origination markers are skipped.

Taxes & insurance. Principal & interest are derived from the rate and term.

A curtailment is a lump-sum extra-principal payment. The full amount goes to principal and reduces your remaining balance, so future months' interest drops automatically.

Closing existing loan

New loan

Leave blank to make this a top-level project.
Estimate
BUDGET AMOUNT
START DATE
TARGET END DATE
In Progress
RE-FORECAST AMOUNT
START DATE
END DATE
Completed
FINAL AMOUNT
COMPLETION DATE
END DATE

Pricing

$
$
%
%

Booking window

How far ahead guests may book on the public widget. Leave at 0 for no limit.

mo

Fees

Per-stay = charged once per booking. Per-night = multiplied by number of nights. Percent = applied to (subtotal − discount + flat fees), e.g. taxes.

Documents to sign and add-ons to offer come from the lease policy that applies to this space — a booking creates a lease, so it follows the same rules. Set them under Settings → Leasing.

Pricing

$

Agreement

Optional — when set, guests who pick this add-on must sign this agreement alongside the main rental lease. For lease-direct attaches, the tenant signs it through the tenant portal.

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Inbound calls to the tracking number will be forwarded here via Twilio.
Estimated
Due
Untick for a part payment — the remainder keeps showing in your projected costs.
Pick "remind me" for a bill whose amount you won't know until it arrives, like taxes.
Add as many as you like — e.g. a month out by email, then in-app on the day.