Help centre
Answers to the questions people ask most about Protiva.
Bank
- Book multiple transactions to suspense items at once
- Configure direct-debit settings (CORE and B2B)
- Delete a bank account
- Dismiss a transaction without an invoice (choose a category)
- Link a manual account to Ponto afterwards
- Overview of the bank page
- Reconcile a bank transaction against an invoice
- Reconnect an expired bank connection
- Sync transactions with the bank
- Using the Bank robot and managing rules
box 3 return
- Add assets outside Protiva (bank balances, other assets, debts and actual return)
- Choose a tax year for the box 3 calculation
- Double tax relief for foreign real estate
- Enable or disable calculation with fiscal partner
- Find and fill missing WOZ or market values
- Overview of portfolios included in the box 3 tax base
- Understanding the certainty of tax parameters used
- Why a portfolio is excluded from the box 3 calculation
Contacts
Dashboard
- Complete the setup guide for an empty portfolio
- Key figures on the dashboard
- Reading the short-stay card on the dashboard
- The income chart and cashflow chart on the dashboard
- The MJOP reserve balance on the dashboard
- Toggle extra sections on the dashboard on or off
- Understanding the dashboard tiles (overdue, occupancy, WOZ value, value)
- Use the overview map with portfolio filter in the Overall overview
- Use the per-portfolio breakdown in the Overall overview
- Using the location map on the Dashboard
- View and follow up on attention items on the dashboard
- View the objects table on the dashboard
Documents
- Archive a document from the inbox
- Ask questions about a document using the AI chat
- Connect an email source to the inbox
- Create, rename and delete folders
- Forward an inbox document to Purchase invoices
- Manage document links
- Mark favorites and restore documents from the trash
- Move an inbox document to a different portfolio
- Move documents to a different folder
- Share a document by email
- View storage usage and limits
financings
Inspections
Contracts
Locations
Property managers
Messages
- Add attachments to a message
- Adjust the letter text with the AI assistant
- Archive, trash and restore conversations
- Assign labels to a conversation
- Choose and fill in a letter template
- Compose and send a new message
- Drag conversations to a label or folder
- Link a conversation to a tenant, lease or property
- Open a conversation and read messages
- Send a message by post
- Snooze a conversation
- Star threads
profile
Properties
- Add a property
- Bulk archive or delete Properties
- Create and complete inspections
- Delete a property
- Edit property details (address, characteristics, value)
- Enrich property data via PDOK/BAG
- Link stakeholders to a property
- Manage MJOP (long-term maintenance plan)
- Manage Service charges
- Manage tickets (reports) for a property
- Move a property to another portfolio
- Perform a WWS / Rent price check
- Record property information (access, codes, safety)
- Record short-stay registration numbers
- Run an environment scan
- Set up a public showcase page
- Set up short-stay rates and seasons
- Track market value history
- Upload and manage documents for a property
- Using the short-stay calendar
- View bookings for a property
- View location on the map and in Street View
- View return and net rental income
- View, archive and restore properties
Purchase invoices
- Delete purchase invoices
- Manage notes on a purchase invoice
- Manually create a new purchase invoice
- Mark a purchase invoice as paid
- Mark multiple purchase invoices as paid at once
- Show, hide and reorder columns in the purchase invoice overview
- The Purchase invoices overview
- Upload a purchase invoice
- View a purchase invoice in the detail pane
Reminders
- Hand off a claim to collection
- Interest, Collection costs and Fixed compensation on a claim
- Pause or resume the dunning process for an entire debtor
- Pause or resume the dunning process for an invoice
- Send a reminder by post when email is unavailable
- Send a reminder for a single invoice
- Switch between the By stage and By debtor view
- Use the aging overview per debtor
- View invoice details, claim and history
- View the debtor panel and perform actions
Reports
- Compare costs per creditor
- Compare revenue per debtor
- Generate the VAT return
- Open the Leegstand & bezetting report
- Run the creditor aging analysis
- Run the debtor aging analysis
- View creditor payments overview
- View debtor payment overview
- View the category overview
- View the creditor invoices report
- View the debtor invoices report
- View the deposit overview
- View the operating statement
- View the rent roll
- View the service charge settlement
- View the service costs overview
- View the tourist tax report
- View the yield report
Reports
Reports
Reports
Reports
Reports
- Export the operating statement as CSV
- Filter the operating statement by property
- Reading the operating statement
- Select a period for the operating statement
- Understanding estimated versus booked costs (interest and HOA)
- Understanding net operating income (NOI) and operating margin
- View income per contract via expandable rows
Reports
Reports
Reports
Reports
Reports
Reports
- Drill down to the financial year overview of a property
- Export the financial year overview as CSV
- Export the yield report as CSV
- Interpreting the financial year overview per month
- Open the explanation of yield and LTV calculations
- Reading the WOZ value trend in the chart
- Select a different year in the financial year overview
- Switch between the Smart and Budget vs actual view
Sales invoices
- Add notes to an invoice
- Create a direct debit batch from the invoice list
- Create a new sales invoice
- Delete draft invoices
- Mark an invoice as paid
- Offset invoices against each other
- Send or resend an invoice
- The To collect tab on the sales invoices page
- Understanding the sales invoices overview
- Using the invoice detail pane (PDF, log and notes)
- View and manage dunning costs
- View upcoming invoices and create them manually
Settings
- Activate and configure Bookkeeping
- Configure email settings (sender, signature and trash)
- Configure invoicing settings
- Custom fields for contacts and tenants
- Manage payment conditions
- Manage Standard contracts
- Manage users, roles and access
- Open Custom letters
- Open the Manage portfolios page
- Privacy and GDPR settings for identity documents
- Reminders and dunning schedule setup
- Set up Mollie payment integration
- View Account details
- View and log out Mobile devices
Settings
Settings
Settings
Settings
Settings
Settings
Settings
Stakeholders
- Edit details of a stakeholder
- Invite a stakeholder
- Link a stakeholder to a contact
- Link and unlink objects to a stakeholder
- Revoke or reactivate a supplier's access
- Revoke or reactivate access for multiple Stakeholders at once
- View a stakeholder's object access
- What is a stakeholder and what do you use it for
Tenants
Tickets
Tools
Bookkeeping
- Activate bookkeeping
- Back-fill history during setup
- Bookkeeping modes: invoicing, shadow and authoritative
- Check reconciliation with the sub-administration
- Make the journal authoritative
- Opening journals, trial balance and balance sheet
- Record the opening balance during setup
- Write off a difference with a correction entry