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Managing Separate Books by Company and Setting Operating Accounts

Property Matrix enables you to maintain separate financial books for each company, ensuring clarity and organized accounting.

Andy Goh avatar
Written by Andy Goh
Updated over a week ago

Viewing Accounts by Company

  1. Navigate to Accounting > Accounts, where all accounts across all companies are shown by default.

  2. Click on the Companies dropdown to select and view accounts specific to an individual company.

Creating Company-Specific Accounts

To link accounts exclusively to one company:

  1. In the Link Account To section, change from All Companies to the specific company.

  2. Save your changes. The account will now only appear in that company's books.

Setting the Operating Account for a Company

  1. Navigate to Accounting > Companies, and select the desired company from the left menu.

  2. Click the Company tab, then scroll to the Operating Accounts section

  3. Click on the Default Operating Account header to expand the section, and then click on the Default field

  4. Select the bank from the dropdown.

  5. Click Save.

Automatic Linking of Transactions

  • Most transactions automatically associate with the appropriate company based on tenant or building ownership.

  • You can manually adjust the associated company or building during transaction entry or check writing.

Setting Operating Accounts by Property

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