Steps to Follow 1. Go to the “Data” tab and the “Contacts” subtab. 2. Click on the contact you want to edit. 3. Click on “Edit” at the top right. 4. In the fifth page of the dialog box, change the role of the user to “Landlord.” 5. To restrict the landlord’s access, check “Restriction…
Steps to Follow 1. Go to the “Data” tab and the “Contacts” subtab. 2. Click on the contact you want to edit. 3. Click on “Edit” at the top right. 4. In the fifth page of the dialog box, change the role of the user to “Consultant.” 5. To restrict the consultant’s access to specific…
Steps to Follow 1. Go to the “Data” tab and the “Suppliers” subtab. 2. Click on “Add” at the top right. 3. Enter the name of the supplier. 4. Select the account to which the supplier is assigned. When you assign an expense to this supplier, it will be entered automatically in this account. 5….
Steps to Follow 1. Go to the “Data” tab and the “Contacts” subtab. 2. Click on the contact to which you want to add a document. 3. Click on “Edit” at the top right. 4. In the seventh page of the dialog box, click on “Select a file” to add a document. 5. Browse your…
Steps to Follow 1. Go to the “Data” tab and the “Contacts” subtab. 2. Click on “Add” at the top right. 3. Enter the name of the contact, their preferred language, and any other information you deem necessary. 4. Click on “Finish.” You have now created a contact. To add a contact, go to the…
Steps to Follow 1. Go to the “Data” tab and the “Leases” subtab. 2. Click on the lease to which you want to add a departure date. 3. Click on “Edit” at the top right. 4. In the second page of the dialog box, add a departure date in the “Occupation Dates” section. 5. Click…
Steps to Follow 1. Go to the “Data” tab and the “Units” subtab. 2. Click on the unit you want to edit. 3. Click on “Edit” at the top right. 4. In the fourth page (Renewal / Increase) of the dialog box, adjust the duration of the renewal. 5. Click on “Finish.” You have now…
Steps to Follow 1. In the selector at the top left, make sure that you have selected the unit for which you want to create a lease. 3. Click on “Add” at the top right. 4. Add the tenant(s) and the landlord(s), or select them if they are already in your contact list. 5. If…
Steps to Follow 1. In the selector at the top left, select the property for which you want to create a unit. 2. Go to the “Data” tab and the “Units” subtab. 3. Click on “Add” at the top right. 4. Enter the unit number and any other information you deem necessary. 5. Click on…
Steps to Follow 1. Go to the “Data” tab and the “Properties” subtab. 2. Click on the property you want to deactivate. 3. Click on “Delete” at the top right. 4. To deactivate the property, click on “Deactivate” at the bottom right. *A dialog box may appear telling you that you cannot delete the property…
Steps to Follow 1. Go to the “Data” tab and the “Properties” subtab. 2. Click on the property. 3. Click on “Edit” at the top right. 4. In the fourth page of the dialog box, click on “Select a file” to add the photos. 5. Browse your computer, and upload up to ten photos of…
Steps to Follow 1. Go to the “Data” tab and the “Properties” subtab. 2. Click on the property, and click on “Edit” at the top right. 3. In the “Landlords” section, add the contact information of the new landlord, or select them if they are already in your contacts. 4. To edit their contact information,…
