Property & Compliance Management

Complete property investment figures

Enter and verify the supported annual schedule income, annual income type, annual expenses, operating expenses, net operating income, net operating income type, maintenance fee fields.

Reviewed 27 October 2026Merged module 2.1.3
Where to goProperties Management → Property Operations → Properties → select property → Edit

Before you start

You need property View or View Own plus the relevant Create, Edit or Delete capability. Creating or saving a property requires a landlord.

Follow these steps

  1. Open Properties and choose the existing listing, or the new-listing form for a new property.
  2. Enter and verify the supported annual schedule income, annual income type, annual expenses, operating expenses, net operating income, net operating income type, maintenance fee fields.
  3. The form stores these source-named fields on the property record. Use consistent units/options and verify public visibility before save.
  4. Save the property, then reopen its detail page and check the changed values.

Fields, rules and limits

  • The form stores these source-named fields on the property record. Use consistent units/options and verify public visibility before save.

Check it worked

The saved property shows the intended values with its landlord and scope intact.

If something does not look right

If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.

Questions and answers

Why does Save ask me to select a landlord?

The property save handler requires a landlord. Select the correct existing landlord in the form; a typed owner name is not a substitute for the selected relationship.

Can listing privacy make private evidence public?

No. Listing privacy and authenticated file access are separate controls. Inspect the permitted listing content without placing identity or tenancy evidence in public attachments.