Create a scheme
Add a sectional-title development so its units share one address and body corporate.
Start: Properties Result: a scheme that units can be added to.
Do this before adding units to a sectional-title block. A freehold house needs no scheme — see add a unit.
Steps
- Go to Properties and open the Schemes tab.
- Click Add Scheme.
- Fill in the Scheme Name — what you and the owners call it, e.g. Marina Heights.
- Add the street address. Units in the scheme inherit it, so you enter it once.
- Record the body corporate name if you have it. You will want it when reconciling levies.
- Save.
The scheme opens on its own page. Overview shows its address, body corporate and how many units are occupied; Units lists the units in it; Notes holds notes that print for every unit in the scheme. To change the details later, click Edit.
Next
Add the units — see add a unit.
Name the scheme the way the body corporate does. When their statement arrives, matching it to your records is a five-second job rather than a guess.