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Kuberan AI Help

Properties list

Open Properties

Overview

The Properties list is the entry point for every real-estate property the client owns. Each row shows the property name, type, lifecycle status, and city. Clicking the name opens the Property detail page.

The first time this screen is opened on a client with Properties enabled but no property account defaults configured, the COA Seeding Wizard auto-opens as a “Welcome to Properties” modal. Accept or skip — but note this modal is the only entry point to the wizard; there is no Settings page to re-open it later, so run it before skipping if you want the accounts seeded.

Screen Layout

Header: page title, a Guide link (opens the Properties guide in a new tab), and a New Property button.

Properties table: Rows show Name (link), Type, Status, City, and per-row Edit / Delete icons. The empty state prompts you to add the first property.

UI Elements

New Property

Opens the Property create form in a slide-over panel.

Name

Clickable link to the Property detail page.

Type

One of Residential, Commercial, Mixed use, Land. The property’s type also drives rent-invoice tax: rent lines on residential and mixed-use properties are auto-exempted from HST when invoices are generated; commercial properties keep the standard HST.

Status

Construction / Operating / Disposed. Governs which lifecycle actions are offered on the detail page.

City

Pulled from the Property’s address. Blank for properties saved without a city.

Actions

Per-row Edit (✏️) and Delete (🗑) icons.

Property statuses

A property moves through three states, and the detail page’s action buttons change accordingly.

StatusMeaningWhat’s available
ConstructionCosts accumulate in a WIP account; no Fixed Asset exists yet.Convert to operating button visible. Unit + Mortgage creation still allowed.
OperatingPlaced in service; linked to a FixedAsset that depreciates monthly.Dispose button visible. Rent automation runs.
DisposedSold or written off. Disposal JE posted; pending and active leases ended.No lifecycle action remains (neither Convert nor Dispose is offered).

Actions

Create a property

  1. Click New Property.
  2. Enter the Name (required) — use a memorable label like the street address.
  3. Choose the Type (Residential / Commercial / Mixed use / Land).
  4. Set Status — usually Construction for a new build, Operating for an already-stabilised rental.
  5. Fill in the Address block (Street, City, Province, Postal code).
  6. Add Notes if useful for future team members.
  7. Click Create property.

Edit a property

  1. Click the ✏️ icon on the row, or open the detail page and click Edit.
  2. Change any field and click Save changes.

Delete a property

  1. Click the 🗑 icon on the row.
  2. Confirm in the dialog. The property record is deleted. Related Units, Leases, and Mortgages are not cascade-deleted — they remain in the database, and posted journal entries are untouched.