Adding a property: basic data, address, map and descriptions per language
How to add a property: owner and operator, type and use, labels, structured address and lot number, map point, name and description per language, and linking to a condominium.
The property data sheet is a two-column form: on the left the basic data and the address with the map, on the right the descriptions per language, the detailed data sheet, rooms, utility meters, powers of attorney, documents and photos. This guide covers the basic data and the address.
A new property step by step
- Open System → Master datas → Properties and click the blue + button at the top right.
- Leave the Status card on Active.
- Enter Identifier (e.g. lot number) and choose Owner company and Client (operator).
- Select the Property type buttons (more than one possible) and Use (more than one allowed).
- If needed, add Labels chips (Enter also creates a new label) and fill in Cost-invoice match value.
- On the Address and location card fill in the structured address (postcode, city, street name and type, house number, building, staircase, floor, door, lot number).
- Set the point on the map by clicking or dragging the pin, or click From address.
- On the Title and description (per language) card enter the name on the default language tab and, if needed, the short description and description, also in other languages.
- Click Save. Document and photo uploads become available after saving.
Key fields
| Field | What to enter | Note |
|---|---|---|
| Name (default language) | the property name | required; if empty: "Property name is required!" |
| Owner company | the owner | the property's documents are stored in this company's storage |
| Client (operator) | the client company operating the property | only a company you have access to; the tourism tax return uses it |
| Cost-invoice match value | e.g. the customer number on the electricity bill | an incoming cost invoice can be matched to this property |
| Websites | on which websites it may appear | grants no permission |
| Latitude, Longitude | coordinates | latitude between −90 and 90, longitude between −180 and 180 |
Condominium
For a flat in a building developed as a whole, choose the property of type "Condominium (whole building)" in Belongs to condominium on the Condominium card. On the condominium's own form the Units in this condominium table lists its flats.
Messages
Example
Sample Ltd. adds a property named "Minta utca 1. office", types Flat and Office, address 1011 Budapest, Minta utca 1. 2/5, owner Example plc, operator Sample Ltd. From address sets the map point; after saving, the documents can be uploaded.