Buildings

Before you start#

• Create the area first if you want the building grouped for reporting. See Areas.
• You need permission to create buildings. See Roles.

1. Create a building#

1. Open the form

   Go to Properties → Buildings and press (+).

2. Fill in the identity and address

   項目	必須	説明
   Name	必須	Maximum 200 characters. Appears on invoices, tasks and every report filter — use the name staff actually say.
   Short name	任意	Abbreviation used where space is tight.
   Area	任意	Groups the building for reporting. See Areas.
   Address	必須	Maximum 200 characters. Printed on documents and tenant notices.
   Country	必須	Two-letter country code.
   Address line 2	任意	Maximum 255 characters.
   City	任意	Maximum 120 characters.
   State or region	任意	Maximum 120 characters.
   Postal code	任意	Maximum 32 characters.

3. Set the defaults new leases will inherit

   項目	必須	説明
   Billing day	任意	Day of the month, 1–31. Only shown when per-lease billing day configuration is enabled in General settings.
   Services	任意	The price list new leases in this building start from. See Services.
   Payment accounts	任意	Which accounts money for this building is recorded through. See Payment accounts.
   Invoice template	任意	Default document used when printing or sending invoices.
   Lease template	任意	Default document used when generating leases.
   Contact numbers	任意	Hotlines shown to tenants. Each needs a name and a valid phone number.
   Active	任意	Inactive buildings stay in reports but accept no new leases.

4. Save

   The building appears in the list and can now hold floors and rooms.

2. Buildings and access#

Staff permissions are scoped by building. Someone assigned two buildings sees only those two everywhere: lists, reports, notifications and the dashboard. Assign them in Users.

Do not split one address into two buildings to separate accounting. It also splits occupancy, debt and cash flow reporting, and there is no way to recombine them later.

3. Taking a building out of service#

1. End the leases

   Terminate or let the remaining leases expire. See Leases.

2. Settle the money

   Collect outstanding balances and refund deposits, so the building leaves no open liabilities.

3. Deactivate

   Turn Active off. History stays in reports; new leases and bookings are blocked.