Steward workflows
This page is a quick map for Stewards who manage rental portfolios in SNDQ: from first-time setup to day-to-day follow-up. It helps you avoid "missing step" issues (for example, a rental contract that can't be created or payments that can't be matched). Follow the setup section in order once, then come back here as your navigation hub.
TIP
If you're not sure what to do next, start with Minimum setup and work top to bottom.
Setup (minimum, first-time)
Complete these steps once so your Steward workspace can run day to day.
- Create your first workspace — set up your Steward workspace. (Coming soon)
- Invite users to your workspace — get teammates access and roles.
- Create a contact and Create a supplier — Add the people you work with (owners, tenants, suppliers) → so you can link them to property, leases, and payments.
- Add your portfolio:
- Create a building (for multi-unit properties)
- Create a single unit (for single properties)
- Rental contracts:
- Create a rental contract — link tenants to units and define rent/charges.
- Rent engine — automatically create periodic costs across all rental contracts in your workspace, so you can match tenant payments to the right amounts (if enabled).
- Create a rent revision — update rent/charges for an active contract from a specific date.
- Rental contracts up for indexation — see which contracts need indexation soon.
- Terminate a rental contract — end a contract and keep the timeline accurate.
- Connect your bank accounts (recommended for smoother matching):
- Connect your Ponto account — sync your bank payments into SNDQ automatically.
- Connect a simple account — no sync; you add amounts manually.
TIP
If you can't find the guidance you're looking for in these articles, please contact us via the Get Help option in the bottom corner of the SNDQ application for more specific support.
Day-to-day workflow
Follow and match payments
- Assign a payment — link an incoming bank payment to the right payment request (amount due), so rent/charges are marked as paid and your balance stays accurate.
- Create manual costs — create a one-off cost you enter yourself (for example a repair, refund, or correction), so it can be followed up and matched to a payment later.
- Convert to payment requests — turn recorded items into payment requests (amounts due) so you can follow up and match incoming tenant payments.
Handle money going out
- Create a payout — record a real outgoing payment (for example paying an owner or reimbursing a cost) so your bank balance and reporting stay accurate.
- Configure fees — define how management fees are calculated (workspace/owner/lease level) so SNDQ applies the right commission automatically (if applicable).
Quick troubleshooting
- Start here: Troubleshoot general errors