Add a building and its units
Start here. A building holds a condominium's units, payments and expenses. Add the building, the contacts and the units before you raise any dues.
-
Create the building
Open Buildings and click Add Building.
Type the condominium's name, address and tax ID.
Click Save.
If you have a list of buildings in a file, click Upload CSV to import them all at once.
-
Add the contacts
Open Contacts and click Add Contact.
Type the name and choose the type: Owner, Tenant or Other.
Type the email address, so that you can send receipts and messages to this person.
Click Save.
You can also import contacts with Upload CSV. A contact with the same tax ID is updated, not added twice.
-
Add the units
Choose the building at the top of the side menu, and open Units.
Click Add Unit.
Type the unit's name, floor and side.
Choose the owner. If the unit has more owners, choose the one who represents it and tick the others under Co-owners. If the unit is rented, tick its tenants.
Type the Permillage (‰) and the Monthly Quota (€).
Click Save.
-
Check the units
The list of units shows each unit's owner, tenants, permillage and monthly quota.
To correct a unit, open the menu at the end of its row and choose Edit.
To add many units, click Upload CSV. The window has a sample file under Download template.
