/units
A unit is the billable physical space: an apartment, a shop, a room, a parking bay. Everything
financial ultimately attaches to a unit through a lease, so unit data quality decides how good your
occupancy, revenue and arrears numbers are.
What a unit record holds
The financial figures are computed from the ledger, not stored on the unit — they always agree with
the invoices and payments behind them.
Main unit links sub-units to a parent (a shop subdivided into stalls; a house with an annex).
Billing and reporting respect the hierarchy, so a parent’s totals include its children.
Adding a unit
1
Open the units list
Admin → Units → Add.
2
Identify it
House number or name, and the block it sits in. Use a naming convention and stick to it — “A101”
and “A 101” and “Apt A101” become three units in a report.
3
Classify it
Type, category and occupancy type. These drive occupancy reporting and which units appear in
which lists.
4
Record the physical details
Size and beds feed reporting and pricing comparisons. The water meter number links the unit to
its smart meter.
5
Set management and ownership
Whether the unit is managed by you, and which owner it belongs to. Ownership drives
owner statements.
6
Save
The unit is now selectable when creating a lease.
Importing units
Use Admin → Bulk Upload with the Units type to create many units at once from a spreadsheet, with validation and a per-row outcome. See Bulk upload.The unit detail view
Opening a unit gives you the whole picture in one place:- Header — identity, block, type and current status.
- Financial KPIs — total invoiced, total paid, total due, prepaid, wallet balance.
- Residents — who is currently associated, in which role.
- Leases — active and historical, with dates and status.
- Transactions — the unit’s invoices and payments.
- Documents — anything attached to the unit.
Occupancy
Occupancy is derived from lease status, not typed in. A unit is occupied when it has an active lease; it becomes available when that lease ends. Filter the units list by occupancy and lease status to answer the questions that actually come up:- Which units are vacant right now?
- Which leases end in the next 60 days?
- Which units have an active lease but no recurring charge? (These bill nothing.)
Full lease-status reference
Leases and units share one lifecycle lookup:TPS statuses belong to ownership plan workflows. Ordinary leases use
Draft, Pending, Active, Under Notice, Suspended, Ended, Terminated, Expired and Cancelled.
Views
Units support the standard view switcher:- Grid for filtering and export.
- Calendar for date-shaped questions — lease starts and ends plotted per unit, with a legend.
Editing and retiring units
Edit a unit from its detail page. To take a unit out of service — renovation, sale, demolition — change its status rather than deleting it. Deleting a unit that has billing history breaks statements, aging and owner reporting.Common problems
Next steps
Managing leases
Put a tenancy on the unit.
Organisation & branches
Blocks, branches and how the hierarchy scopes everything.