Help · Property

Properties in SwiftlyBooks

The buildings you manage, your own and landlords', each with its units and who pays its running costs.

Add a property

  1. Press New property.
  2. Give its Name, Address and Kind. Under Whose, choose Ours or the landlord who owns it.
  3. Under Who pays what, say who pays each running cost, from council rates to security. The usual answers are chosen already.
  4. Press Save. The property's page opens.

Add its units

  1. On the property's page, press New unit.
  2. Give its Name, Kind and Floor area, m², then press Add unit.
  3. To let it, press New lease.

Bills to expect

  • Each cost you pay shows under Bills to expect, with the day it falls due.
  • Once its day passes unrecorded, press Record it. The bill is drafted for you to check against the supplier's and approve.

Good to know

  • Add the landlord under Landlords first: only then can you choose them under Whose.
  • What you pay for a landlord's property comes out of their money, never yours.
  • Changing who pays a cost changes the next bill expected and the next lease charge. What is posted stays as it was.

Related

The same help is in the app: press the ? at the top of any page.