Setting up a community with the wizard

Once the community has been created, the setup wizard walks you through everything needed to make it operational: tax details, building structure, owners and bank accounts. You can leave at any point and pick up where you left off.

Community record after the wizard — Once the wizard finishes, the community has its record, location and general details.

Before you start

You need the administrator role in the community.
Have the community tax number and its full address to hand.
Have the community IBAN ready and, if you plan to use direct debits, the SEPA creditor identifier.

Step-by-step guide

Step 1: General details

Fill in the identification of the community:

Name: the one that will appear on minutes, fees and communications.
Tax number: required to issue direct debits and file tax forms.
Address, postcode, city and country.
Land Registry reference, if you want to import Land Registry data later.

Step 2: Building structure

Define how the community is physically organised: blocks or divisions, and the floors in each one. You will later use this structure to group properties and to split costs by division.

Step 3: Properties and owners

Register the units (flats, commercial premises, garages and storage rooms) with their ownership share. You can create them one by one, import them from a CSV file, or pull them straight from the Land Registry.

Step 4: Expense categories

Review the expense categories (cleaning, lift, maintenance, insurance and so on). Each category can be split across every property or only across those in a specific division, which lets you have costs paid, for example, only by the residents who have a lift.

Step 5: Bank accounts

Add the community bank account or accounts. You will be able to link them to the bank to sync transactions automatically, or import statements in Norma 43 format.

When you are done

Once you close the wizard the community is fully operational. The recommended next steps are:

Invite the residents and send them their credentials.
Appoint the board (president, vice-president and board members).
Calculate the fees for the financial year.

Everything you entered can be changed later from Edit community.