Smart Receipts
A photo goes in. Rent Manager creates the payable.
- Snap or upload a receipt photo
- Expense data is extracted and categorized
- Mobile upload uses the rmAppSuite Pro app
- Bank Sync and the credit card register are separate
Rent Manager expense management for credit card receipts
Text a credit card receipt after the swipe. Clyr codes the property and GL account, then syncs that expense with Rent Manager. Smart Receipts instead creates a payable from the photo.
Existing cards, receipt by text, then a sync with Rent Manager.
The short answer
How do I get coded credit card expenses into Rent Manager?
The Clyr integration matches the receipt to the card charge, codes the property and GL account, and syncs that expense with Rent Manager. Properties, units, GL accounts, and vendors come into Clyr. Coded expenses and bills post back.
| Workflow | What Clyr uses | Sync with Rent Manager |
|---|---|---|
| Credit card receipts | Receipt matched to the charge. Coded to the property and GL account. | Syncs with Rent Manager. |
| Portfolio records | Property, unit, GL account, and owner on the expense or bill. | Properties, units, GL accounts, and vendors come into Clyr. |
| Vendor and utility bills | Bills from provider portals, then approval. | Coded bills post back. |
| Vendors | One vendor record on the bill and the 1099 flag. | Vendors sync both ways. |
Clyr is listed in Rent Manager's integration directory. Need a field list for your database? Bring a sample month of card spend to the demo.
Receipt capture
Does Rent Manager have receipt capture?
Yes. Smart Receipts turns a receipt photo into a payable. Clyr is the expense-management step on the company card before that expense syncs.
Clyr expense management
The company card is the starting point.
- Text after the swipe on Amex, Visa, or Mastercard
- Receipt matched to that card charge
- Property, unit, and GL coding, then approval
- Coded expense syncs with Rent Manager
From the field
How it works, from swipe to Rent Manager
Connect the cards you already have
Clyr uses the company Amex, Visa, or Mastercard. No new card program.
The swipe sends a text
The cardholder gets the merchant and amount and can reply in the same thread.
The photo matches the charge
Email, the Chrome extension, and no-login links cover everyone else.
Coding stays with a person when it is unsure
Rules and prior coding suggest the property, unit, and GL account.
Approval, then the sync
Approval comes first. The coded expense then syncs with Rent Manager.
Property-level context
A unit turn, tracked end to end
Illustrative unit turn: Riverside · Unit 12 is fictional. One turnover, kept together before the sync.
1
A tech buys paint. The text collects the receipt and the charge is coded to Riverside, unit 12.
2
The cleaner sends an invoice. Clyr routes it for approval on the same property.
3
The vacancy electric bill comes from the provider portal and matches that unit.
4
The card expense, vendor bill, and utility bill sync with Rent Manager.
Illustrative unit turn · Riverside 12
Paint · receipt matched
Turnover clean · approval complete
Electric · vacancy bill reviewed
Sync · property and GL coding included
Beyond card receipts
Bills and cards in one review flow
Utility bills
Clyr pulls utility bills from provider portals and codes the property, unit, and GL account.
Reviewed bills post back with the other coded bills. See utility bill management.
Vendor bills and 1099s
Vendor bills go through approval, then payment by ACH or check. Vendors sync both ways.
1099 flags sync from Rent Manager. Billable costs sync into Rent Manager owner statements with documentation attached.
Cards you already have
Keep the company Amex, Visa, or Mastercard. Connect existing cards.
A personal card can be reimbursed. A personal charge on a company card can be flagged.
Onboarding
Setup for your Rent Manager portfolio
Your admin brings the properties and GL accounts the workflow needs. Clyr confirms the connection, the card feeds, and the text receipts.
Bring these to the setup conversation
- Properties, units, GL accounts, and vendors used for coding
- A sample month of card charges and vendor bills
- Who approves expenses
- Questions about Rent Manager fields still to confirm
FAQ
Frequently asked questions
How do I get coded credit card expenses into Rent Manager?
Text the receipt after the card swipe. Clyr matches it to the charge, codes the property and GL account, and syncs that expense with Rent Manager. You keep your existing Amex, Visa, or Mastercard.
Does Rent Manager have receipt capture (Smart Receipts)?
Yes. Smart Receipts takes a photo of a receipt, extracts the expense data, and creates a payable in Rent Manager. On mobile, that photo is uploaded in the rmAppSuite Pro app.
How is Smart Receipts different from expense management?
Smart Receipts creates a payable from a receipt photo. Clyr expense management starts from the company card: it matches the receipt to that card transaction, codes the property and GL account, routes approval, and syncs the expense with Rent Manager.
Does Clyr integrate with Rent Manager?
Yes. Clyr has a two-way sync with Rent Manager. Properties, units, GL accounts, and vendors come into Clyr, and coded expenses and bills post back.
What data syncs between Clyr and Rent Manager?
It is a two-way sync. Properties, units, GL accounts, and vendors come into Clyr. Coded expenses and bills post back. Matched credit card receipts sync with their property and GL coding.
Do we have to switch credit cards to use Clyr with Rent Manager?
No. Clyr works with the Amex, Visa, and Mastercard cards the company already has.
Do maintenance techs need an app?
No. Clyr asks for the receipt by text. Rent Manager Smart Receipts is separate, and its mobile upload uses the rmAppSuite Pro app.
Can Clyr bring utility bills into Rent Manager?
Yes. Clyr pulls utility and vendor bills from provider portals, codes them to the property, unit, and GL account, and posts the reviewed bills back.
Keep exploring
Property-management expense workflows
See it on your workflow
See your Rent Manager card spend in Clyr
Bring a month of card spend. Clyr will show the receipt, the coding, and the sync.