Expense & Income Tracking for Properties in Britixo Practice Management Software / CRM UK.

Introduction

Britixo Practice Management Software for Real Estate includes financial tracking tools that let you manage revenue and expenses per property. Whether it’s rental payments, sales proceeds, maintenance costs, or service fees, Britixo centralises these figures, giving property managers and brokers a clear financial picture at any time.

Step-by-Step: Tracking Property Expenses & Income in Britixo

💰 1. Accessing Financial Records

• From the left menu, go to Properties.
  
  

• Select a property and open the Financials or Transactions tab.
  
  

➕ 2. Adding a New Income Record

1. Click Add Income.
   
   

2. Enter:
   
   

• Income Type (Rental Payment, Sale Payment, Service Fee)
  
  

• Amount
  
  

• Date Received
  
  

• Linked Invoice (optional)
  
  

3. Save to record.
   
   

➖ 3. Adding a New Expense Record

1. Click Add Expense.
   
   

2. Fill in:
   
   

• Expense Type (Repairs, Utilities, Taxes, Agent Fees, etc.)
  
  

• Amount
  
  

• Date Paid
  
  

• Notes or Reference
  
  

3. Save to update the ledger.
   
   

📊 4. Viewing Summary Reports

• Go to the Reports section and choose Property Financial Report.
  
  

• Filter by property, date range, income type, or expense type.
  
  

• View Net Profit and Outstanding Balances per property.
  
  

🔗 5. Linking to Invoicing & Billing

• If using Britixo’s billing system, link each income or expense to a corresponding invoice for automated reconciliation.
  
  

• This ensures payment statuses are updated in real-time.
  
  

💡 Tip: Keeping every transaction linked to its property profile helps maintain accurate profit margins and simplifies year-end reporting.