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Frequently Asked Questions
Yes, the platform can manage properties across different locations under one login.
Yes, data migration is included in the onboarding package for up to 200 line items. There are charges beyond 200 line items
Yes, tasks can be created, scheduled, and tracked for both tenants and team members.
Yes, both are supported in the maintenance module.
Yes, the system can be customized to align with regional lease formats and regulations.
Currerntly we offer quarterly and annuall billing options.
Yes, tenants can submit requests with photos/videos, and tickets can be routed to vendors.
Yes, tenants can pay rent, submit requests, and access lease info via a mobile-friendly web app.
Yes, there is a one-time onboarding fee of $499 CAD, which includes platform setup and 10 training sessions.
Yes, Haletale supports integration with third party via APIs. If a custom integration is required, there may be additional setup costs. i recommend booking a demo so we can understand your specific needs and propose the right solution.
Yes, we support in-platform lease automation and digital signatures.
Yes, via Interac (Canada), EFT, PAD, ACH, credit cards or other preferred methods.
Yes, though support is currently focused on English-speaking markets.
Yes, we fully support U.S.-based property managers.
Yes, pricing is consistent globally.
We offer a demo version (non-branded) for testing the experience.
1. What date is shown against each expense in the system?
A:The system displays the payment date of the expense. If the payment hasn’t been made yet, the date field is left blank.
2. What happens if no payment date is available for an expense?
A:If a payment date is not provided, that expense is automatically listed at the top of the expense sheet to ensure it’s not overlooked.
3. How are expenses sorted in the sheet?
A:Expenses are sorted in ascending order by payment date. Blank (unpaid) expenses are always shown at the very top before any dated entries.
4. Why are expenses without payment dates listed first?
A:This ensures visibility of unpaid or pending expenses, so they can be prioritized and resolved before finalizing reports or making financial decisions.
5. What if a payment date is later added to a previously blank entry?
A:Once a payment date is entered, the expense will automatically move to its new chronological position in the list based on that date.
6. Can I manually change the order of expenses?
A:No. The sorting is automated and always based on the payment date, with blank entries remaining fixed at the top.
7. Is there a visual indicator for unpaid expenses?
A:Typically, blank date fields or specific styling (like highlighting) are used to visually flag unpaid or pending expenses. Confirm with your sheet setup or admin.
8. What if an incorrect payment date is entered?
A:Simply update the payment date in the record — the expense will re-sort automatically to the correct position in the list.
9. Can multiple expenses share the same payment date?
A:Yes, and they will appear grouped together chronologically. The order within that date group may depend on entry time or another secondary sort rule (e.g., category or vendor).
10. What’s the benefit of this sorting method?
A:This structure ensures financial clarity by:
- Keeping pending expenses top-of-mind
- Maintaining a clean, chronological trail of paid expenses
- Simplifying audit and review processes
Yes. Haletale supports full setup and management of storage property listings. When creating a new property (or modifying an existing listing), simply select Storage Property as the type. This unlocks fields tailored for storage units, warehouses, and self-storage facilities.
During setup, you will be able to:
- Specify unit size, climate control (heated or non-heated), and access hours
- Define pricing, minimum rental duration, and billing frequency
- Add details about security features, loading docks, and parking availability
- Upload images, add a video link, and configure guest access instructions
- Set rules, policies, and custom visibility options for your listing
Once published, your storage property will appear in a format optimized for renters seeking secure, accessible, and well-documented storage solutions.
You can access the Management Fees feature under the Accounting section of your Haletale dashboard.
- Log in to Haletale
- From the left-hand menu, click Accounting
- In the dropdown, select Management Fees
Here you can view, edit, and bulk-generate management fees for all properties.
For every property, you’ll see:
- Management Fee Amount (based on commission rate)
- Tax Amount (if applicable)
- Total Fee (management fee + tax)
- Date Applied
- Automatic accounting transactions are ready for posting
Once you confirm and submit the fees, Haletale automatically creates the related accounting transactions for each property—saving you the step of entering them manually.
Before finalizing, you can review all calculated amounts in the dashboard and make any necessary edits. You stay in control while still reaping the benefits of automation.
Log in to your Haletale account → go to Accounting → select Rent Payout. From there, you can choose the month, select the property, review the breakdown, create a transaction, and submit.
You can select multiple properties for the chosen month, and Haletale will calculate the payout breakdown for each.
After reviewing the payout breakdown, you must create a Transaction and submit it to finalize and record the payout.
- In the Management Fees dashboard :
- Choose the month, property status, and invoice status.
Step 1: Select a monthChoose the month for which you want to view or generate management fees. This ensures that the system shows you only the relevant data for that specific billing cycle.
Example: If you select January 2025, the platform will display properties and homeowners for that month’s fee processing.
Step 2: Select property statusFrom the displayed list of properties, select the rows (i.e., properties) for which you want to generate fees and select their current status as it is pending, approved or others. You can enter or update the management fee amount and apply the correct tax type.
Step 3: Select invoice statusThen the last step is to select the invoice status, which you can select by clicking on the invoice tab. You can only select the paid or select all.
- Click Search to load properties for that billing cycle.
Review fee amounts, make edits if needed, then click Submit and Generate Fees.
Result: The system will automatically calculate the management fee + tax amount and generate the total fee for each property.
- Choose the month, property status, and invoice status.
We offer scalable pricing and infrastructure to support growth seamlessly.
We support portfolios ranging from 50 to 2,000+ units.
Yes, 10 live training sessions are included, with more available upon request.
Yes, we offer full bi-directional QuickBooks integration.
Go to Accounting → Invoices, locate your invoice, click the ⋮ (three-dots) menu, and select View Invoice.It’s view-only to prevent accidental changes, but you can enter edit mode with one click.
Yes, our platform supports API-based customizations.
No, the trial version will be a non customizable platform access for you to get the look and feel of the platform.
Our onboarding includes setup, training, and implementation support.
Once you’re logged into your Haletale dashboard, head over to the Accounting tab on the left-side menu. You can see the invoice and the receipts tab. This section includes a complete overview of your Invoices and Receipts.
From here, you can find the top-right corner of the screen. You’ll see a Download as CSV button right next to the red Delete button and the blue Create A New button. Select one or all files and click Download as CSV to instantly generate a spreadsheet of all the invoices listed on your current view.
Yes. Click the ⋮ menu at the top-right of the View Invoice page and select Edit to make changes instantly.You can also record the payment by clicking on the “Record payment”.Once you record a payment, the outstanding balance updates in real-time.
