Asset details
On the top right-hand corner, you should see the Edit button. Once you click on it, a side toolbar will appear with the following tabs:
Property details: contains the property details of an asset. Here, you can edit the basic information of an asset, such as name, property code, construction year and address.
Team: contains the information of the team responsible for the asset including their roles.
Control & Occupancy: contains the control and the occupancy readings for this asset. In the example below, you can see that the asset is owned (not leased), and it has a single tenant. You can also see yearly occupancy readings that were added to this asset.
These readings save the date and occupancy rate, and they can be added by clicking on Add occupancy reading. Don't forget to save your changes before exiting this tab.
Spaces: learn more about the Spaces tab in the article Spaces management.
Entity: this page contains the entity name, BCC, VAT and address. This information is important for tax purposes.
GL Accounts: in this field, you can fill in your GL-accounts.
Additional info: in this field, you can add important information about the asset.
Lifecycle events: any important events regarding the asset are saved in this section, such as bought (date the asset was purchased), initial construction (period during which the asset was originally built), appraised (date on which the asset was appraised), major renovation (period during which the site was renovated), and sold (date the asset was sold). For each event, a date and value are saved.
Settings: Lastly, in the settings you can choose the currency that will be set for the asset, which includes MJOBs, Projects, Contracts, etc.
If you have any questions, please contact our Support team.
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