Accounting › Real Estate
Properties
The physical thing, as a hierarchy — a lease can be of a whole site, a building, a floor or a single unit, and the same square metre must not be let twice.
Where to find it
- Module: Accounting
- Group: Recognition
- Section: Real Estate
- Screen: Properties
Address in the console: /accounting/properties
List · 12 columns · 30 fields on its form · 3 of them required
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Property | Code | code |
| Name | Text | name |
| Type | Status | property_type |
| Tenure | Status | tenure |
| City | Text | city |
| Country | Text | country |
| Lettable m² | Number | net_lettable_sqm |
| Occupancy % | Number | occupancy_pct |
| Leases | Number | active_leases |
| Market value | Amount | market_value |
| Surplus | Amount | revaluation_surplus |
| Status | Status | status |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Code required | Text | ||
| Name required | Text | ||
| Parent | Choice | Looked up from existing records | |
| Type required | Choice | Configuration list | |
| Tenure | Choice | owned, leased, managed, investment, held_for_sale | IAS 40 measures investment property differently from owner-occupied property. |
| Address line 1 | Text | ||
| Address line 2 | Text | ||
| City | Text | ||
| Region | Text | ||
| Postal code | Text | ||
| Country | Text | ||
| Latitude | Number | ||
| Longitude | Number | ||
| Gross area (m²) | Number | ||
| Net lettable (m²) | Number | ||
| Common area (m²) | Number | ||
| Floors | Number | ||
| Units | Number | ||
| Parking spaces | Number | ||
| Year built | Number | ||
| Fixed asset | Choice | Looked up from existing records | |
| Cost center | Choice | Looked up from existing records | |
| Book value | Number | ||
| Market value | Number | ||
| Valued on | Date | ||
| Valuer | Text | ||
| Currency | Choice | Looked up from existing records | |
| Property manager | Choice | Looked up from existing records | |
| Status | Choice | active, vacant, under_construction, under_refurbishment, disposed, inactive | |
| Notes | Long text |
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.