Real Estate Company Needs Solved in One System!
An add-on solution designed for Microsoft Dynamics 365 Business Central can digitize and automate the core processes of a real estate business.
It integrates financial accounting and the management of rental premises, tenants, and settlements related to real estate into a single environment. This solution combines multiple tools into one system, streamlining workflows such as real estate accounting, online leasing, resident portals, online payments, maintenance management, and business analytics reporting.
The solution reduces the time spent on data entry and helps avoid potential duplications and discrepancies arising from the use of different tables.
Key Features for Real Estate Companies
- Building information – total area, billable area, location, landlord, etc.
- Rental properties information – category, location, etc.
- Building map – visual overview of rented and vacant spaces
- Deposit and Guarantee Accounting
- Tenant data – company data, contacts, contracts, balance, overdue debt, payments, etc.
- All information is instantly available
- Quick access to posting and pending documents
- Prepare and manage contracts
- Preset templates can be used to prepare new plans and contract additions faster
- Rental premises and services managed by the contract
- Price calculation for contractual services
- Linking documentation to the contract – all information is available on the contract card
- Automatic notifications about the expiry of the contrac
- Service fees for general administration, heating, water, electricity, security services, etc.
- Manage metrics and save readings
- Calculation of service charges based on predefined rules
- Cost-sharing and calculation of the maintenance fee for the common area
- Complete overview of service history
- Price calculation rules – fixed price, calculated price based on surface size, sales turnover, metric readings, etc.
- Period price, tracking history of price changes
- Pricing for rental and management services
- Price indexation
- Automatic creation of sales invoices for tenants
- Sending sales invoices
- Management of periodic and emergency maintenance work
- Job order management
- User definition and management
- Customer data management
- Enter work orders
- Real-time information and tracking – contracts, invoices, payments, work orders
- Reporting and statistics
- Accounting and financial reporting
- Cost accounting and budget management
- Debt and claims management
- Financial forecasts and planning
- Consolidation
- Supplier register
- Purchase offers, orders, invoices, credit notes
- Purchase planning and forecasts
- Purchase agreements e-price lists
- Defining purchasing people
- Purchase returns
- Compilation of data for the calculation of excise duty on packaging
- Purchase invoice confirmation rounds
- Digitization of invoices (OCR)
- EDI handling (Omniva/Fitek/Telema)
- Analytical and financial reporting by building, rental premises, tenants and services
- Detailed contractual reports
- Overview of turnover and forecasts by service
- Cost analysis
- Power BI business analytics report
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