Initial building setup

Who is this guide for?

To the building manager immediately after registering the building.

Before you begin

• In the dashboard you will find a Building Preparation Steps card displaying the completion percentage. Click on any step to go to its page.

Steps (in this order)

1. Choose currencies: From Finance ← building currencies Add the currencies that the building deals in and select the default currency.
2. Payment methods: From Settings ← Building permissions section Building payment methods activate the available payment methods and then press Save payment settings.
3. Floors and Apartments: From Building Operations ← Floors add the floors and then the apartments within each floor.
4. Financial Funds: From Finance ← Funds Create at least one fund (example: maintenance fund).
5. Charges: From Finance ← Charges select the periodic fees on units.
6. Invoices: From Finance ← Invoices Record the first payment or expense.

Result

Whenever a step is completed, it appears with an achievement mark, and when all steps are completed, the card disappears from the dashboard.

Important notes

• The order is important: a charge requires a fund and a currency, and an invoice requires a payment method.
• After adding apartments and owners, you can activate residents’ access to the application.

Who is this guide for?

For the building manager who starts setup from mobile.

Steps

1. After registering the building, the Financial Setting screen appears: choose the currencies and payment methods available for the building and then save, or skip the screen to continue later.
2. In Home you will find the Setup Steps card. Click on each step in order:
3. Add currency to the building and Add payment method: Opens Settings to the Financial Settings.
4. Add floors and apartments: Opens the Units.
5. Create Fund: You open Financial Funds.
6. Add a charge (service): Opens the Charges.
7. Issuing the first invoice: Opens the Invoices.

Result

The card speaks with each step you take, and disappears when setup is complete.

Important notes

• You can later modify currencies and payment methods from More ← Settings ← Currencies / Payment Methods.
• Some settings, such as detailed exchange rates, are easier than on the web dashboard.