Property settings are settings that can be applied to an individual property that enhance your experience using Happy Asset: CapEx & Renos. These settings will automate certain actions and increase efficiency using our system.

What settings can be applied to a property?

Currently, our property settings include the ability to:

• Assign an Asset Manager for the property
• Set a Default Assignee for projects at a property
  • This will ensure every new project that is created is automatically assigned to this user
• Set an Account Tree for the property
  • This will link the property to your selected Account Trees and allow the assignment of GL Accounts to exterior projects, unit renovations and fixed assets.

How to access property settings?

Step 1: After selecting a property, navigate to the bottom of the left-side menu and select ‘Property Settings’

Assigning an Asset Manager for the property

Step 1: From the property settings page select the ‘Assign Role’ button and a side window will open

Step 2: Select ‘Assign Role’ and choose a user from the drop-down to assign them to the property and finalize by clicking ‘Save’ at the bottom of the window.

Assigning a 'Default Assignee' for each project created for the property

Step 1: From the property settings page select the ‘Assign Default Assignee’ button and a side window will open

Step 2: Select ‘Assign Role’ and choose a user from the drop-down to assign them to the property and finalize by clicking ‘Save’ at the bottom of the window.

Set an Account Tree for the property

Step 1: From the property settings page select 'Link Account Tree'

Note: you must have created an account tree for your business before it can be linked to a property.

Step 2: Select an account tree from the drop-down and hit 'Save' to link the account tree to the property. When an exterior project or unit renovation is created, the GL codes that are assignable will come from this account tree.