Revolution RE brings in each property's financials from your property management or accounting system and produces GL-coded reports that match your source system line for line — with the added ability to compare against budgets and pro formas, view by month, quarter or year, and roll up across any group of properties.
Mapping financials and managing account trees happen in the Admin section of the menu, which only Administrators can reach. Editors can build financial reports; everyone can view them.
Why aggregated financials matter
Every property management system keeps its own chart of accounts. One system records repairs under 6110, another under 7020, a third under 5450, each with a different name. Added up as they arrive, those lines don’t match, and a portfolio view becomes a spreadsheet exercise.
Revolution RE maps every GL code to one line in a single account tree. Once a code is mapped, every report uses the same lines, so your financials:
- add up across managers, systems and portfolios;
- compare fairly, property against property and per unit;
- sit next to budgets and pro formas in the same Finance sheet.
An Administrator sets up the mapping once, and adds new GL codes as they appear. See Mapping GL codes and Updating an account tree.
How financials arrive
| Source | What we receive | Account tree |
|---|---|---|
| Yardi | The account tree directly | New GL categories added in Yardi appear automatically |
| Other PMSs | A 12-month financial statement | Built by us from that statement, updated as new statements arrive |
| RealPage | Trailing 12-month financials by email | Built from the emailed statements |
Financials usually arrive as their own sync on the same day as your operational data, with fewer files — there is generally one set of financials for the whole portfolio. Budgets can arrive as a separate file.
Financial reports
A financial report shows your data exactly as it appears in your source system, including every GL number. To see one, add a Finance sheet to a report, or open a Library report such as the 12-month statement or budget to actual. A sheet is financial if its type reads Finance sheet and it offers a choice of account tree.
When adding columns to a Finance sheet, choose Accrual, Cash, Budget or Pro forma, and use Versus for comparisons such as budget against actual. See Reports & sheets.
Mapping GL codes to financial insights
Beyond line-by-line statements, the platform offers 58 standardized financial insights — the figures that feed the Financials dashboard and let you compare properties that code their books differently. Getting there means mapping your GL rows onto those insights, using the trailing twelve months.
Say one company books pet income across six GL lines. Mapping all six to a single Pet revenue insight makes that company comparable with a manager who uses one line.
Map financials
- Go to Admin → Manage integrations.
- Select the integration, then the dollar sign ($).
- Select Map totals and map each GL row to its financial insight.
Checking the mapping is right
Generate a financial report showing Net Operating Income for one property and compare it with the same figure in your PMS. If they match, the mapping is right. NOI works well for this because it has a one-to-one relationship with the GL.
Updating an account tree
When a new GL code appears that the account tree doesn't have, add it:
Add a GL code to an account tree
- Go to Admin → Manage integrations and select the integration.
- Select Account trees, then the tree in use.
- Select Download account tree and open the file in Excel.
- Add a row where the new GL code belongs. If it sits under a parent account — franchise tax under taxes and fees, say — make the row match the pattern of the other sub-category rows exactly.
- Save the file, select Edit account tree, and upload it.
Budgets, pro formas and other uploads
Financials that don't come through your integration — budgets, pro formas, and any other statements — are uploaded under Admin → Manage integrations as financial imports. Once uploaded they are available as the Budget and Pro forma data in Finance sheets.
When financials don't appear
- In Admin → Manage integrations, open your active integration and check an account tree exists. Financial reports can't populate without one.
- If a tree exists, open Financial accounts and check it is selected and that Net Operating Income is mapped.
- If no tree exists, check financials are being received at all — RealPage clients in particular should have trailing 12-month financials emailed in. They show as a smaller, separate sync on the same day as your operational data.
- If financials are arriving but insights are missing, recompute financials from the settings.
- Still stuck? Submit a ticket from Help → Support.