For instructions on adding and assigning properties, click here.

To add a unit to a property:

From the Search > Search In Properties window, add a New Property or select and double-click an existing property to open the property.

From the Units section of the property window, click New. The UnitDetails window displays.

From the General tab, populate the relevant Address details.

Note: The VAT Chargeable text box only displays when the company is VAT registered and Admin > General Settings > Disable VAT for non-VAT properties/units on purchase invoice is ticked.

From the General tab, populate the relevant Management details.

From the General > Floor Area tab, enter the unit's Floor Area.

From the General > Distributions tab, populate the relevant distribution details.

Note: To select a different nominal account, untick Use Default Management Settings.

Note: To set up a Distribution Rule, click here.

From the General tab, enter any relevant Notes.

Note: For instructions on adding a lease, tenant or leaseholder to a unit, click here.

Click OK to save the unit details to the property.