Appearance
Add your stands
When you need this
Before you bill anyone. Every levy is billed to a premise, and every stand you add gets a premise of its own, with the same number. Its invoices, payments, residents, visits and vehicles all hang off it.
Add stands one at a time here. For the whole stand register at once, see Upload stands from a spreadsheet.
Steps
Add a stand
- Open Stands in the menu and press New Stand.
- Stand Number (needed): the number on the estate's plan, for example
35820. No two stands can have the same number. - The rest are optional, and you can fill them in later:
- Size (m²): the stand's area, for example
510.50. - Use: for example Residential, Flats, Commercial, Open Space or Road Reserve.
- Status: Available, Sold or Reserved.
- Level of Development: Vacant, Under Construction or Completed.
- Size (m²): the stand's area, for example
- Press Save.
Change a stand's details
- Open Stands and press the stand's row. Type the number in Search by stand number... to find it.
- Press Edit, change what you need, and press Update.
A premise that isn't a stand
Something you bill that isn't on the stand register, such as a shop unit, can be added as a premise on its own. Most estates won't need this: add stands instead, since a premise added this way has no size, use or owner history.
- Open Premises in the menu and press New Premise.
- Type its Number and press Submit.
What you should see
- Stand created at the top right, and the stand in the Stands list with its Use, Status, Level and Size (m²).
- Its premise in the Premises list, under the same number. Open a premise to see its Invoices, Payments, Residents, Visits and Vehicles.
- On the stand's page, No owner until you link one: see Link owners and residents to a stand.
If something goes wrong
- "Stand number … already exists for this business": that number is already on the register. Search for it in Stands instead of adding it again.
- Save stays greyed out: Stand Number is empty.
- "Premise number is required" on New Premise: type the number.
- New Stand or Upload is missing: your role can't add stands. Ask the estate's owner to change your role (see Staff logins and roles).
- A stand was added by mistake: open it, press the three dots beside Edit, then Delete. Do this before anything is billed to it.