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Setting Operating Account by Property

How to set individual operating accounts for each property.

Written by Jimmy Chowdhury

Each building’s operating account defaults to the account of the owning company.

Viewing Default Operating Accounts

  1. Click Properties in the left navigation menu.

  2. Select any unit from the desired property.

  3. Go to the Property tab.

  4. Scroll to the Operating Accounts section to view the current operating account.

Changing a Building’s Operating Account

  1. Under the Property tab, go to the Operating Accounts section.

  2. Click the edit icon for the operating account.

    1. For more information about editing fields, see Editing Fields.

  3. Select the desired operating account from the dropdown.

  4. Click Save to confirm your changes.

For more detailed guidance, refer to Separate Books by Company/Setting Operating Accounts.

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