1. Sign in
1
Open the app
Go to app.nyumbazetu.com (or your organisation’s white-label
address).
2
Enter your credentials
Sign in with your work email and password. Operator accounts are created by an administrator —
there is no self-service sign-up.
3
Confirm your branch
The top of the sidebar shows the branch you are working in. Almost every list, total and
report on the platform is scoped to it. Switch branch before you start work, not halfway
through.
If you land on an Account disabled page, your user exists but has been deactivated — contact
your administrator. If a menu item is missing entirely, you do not have the permission for it; see
Roles and permissions.
2. Set up the property
1
Create a block
Admin → Blocks → Add. A block is the building or estate. Give it a name, address and the
branch it belongs to.
2
Add units
Admin → Units → Add. Each unit is a billable place: number/name, block, unit type, size,
occupancy type, and (optionally) an owner. See Units.
3
Check the chart of accounts and service types
Finance → Accounting → Chart of Accounts. Every billable thing (rent, water, service
charge, deposit, late fee) is a service type mapped to an income account. Billing cannot
post correctly until this mapping exists. See Chart of accounts.
3. Onboard the resident and lease
1
Create the resident
Residents → Add. Capture name, phone, email and ID. The phone number is what SMS reminders
and payment matching use, so get it right. See Residents.
2
Create the lease
Leases → Add. Choose the unit and the resident, set start/end dates, rent, billing day, and
the deposit. See Managing leases.
3
Add recurring charges
On the lease, add the charges that repeat every cycle — rent, service charge, garbage, parking.
These are what the recurring-invoice run bills. See
Recurring invoices.
4
Record the deposit
Capture the security deposit so it is tracked separately from rent and can be refunded or
offset at exit. See Security deposits.
4. Bill and collect
1
Generate the invoice
Either run the recurring-invoice cycle, or create a one-off invoice from Finance →
Receivables → Invoices → Add. Tax is applied exclusive of the line amount across the
platform. See Invoices.
2
Send it
Use the invoice’s send action to deliver by email and/or SMS. Delivery status is tracked in
Communications.
3
Receive the payment
Finance → Receivables → Payments (or Receive Pay) to capture an M-Pesa, bank or cash
receipt. See Receiving payments.
4
Allocate it
Finance → Receivables → Allocations. Allocation is what turns received cash into a settled
invoice. Preview first, then execute — every run is logged and reversible. See
Allocations.
5. Confirm the accounting
1
Check the ledger
Finance → Accounting → Statements → Trial Balance. The invoice should appear as income and
receivable; the payment as bank/cash and a reduction of receivable.
2
Drill down
From any statement line you can drill into the journal lines that produced it, and from there
to the source invoice or payment. See Financial statements.
3
Close the period
At month end, close the accounting period so postings can no longer change history. See
Accounting periods.
What to explore next
Navigating the app
Grids, filters, saved views, calendars, and dark mode.
Collections
Turn the arrears report into a worked case queue.
Bulk upload
Import units, leases, residents, invoices and payments from spreadsheets.
Reports
The full report catalogue and how each one is built.