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Managing Companies for Multiple Properties

📆 Revision Date:

This feature allows for a user, with approved permission, to be able to switch between properties in order to view property specific companies and accounts receivable without exiting the Companies and Direct Bill Module.

Note - this is permission based

Select Companies and Direct Bill under Operations on the HK Home page.

Screenshot 2024-10-11 at 7.07.22 AM.png

 

The Company And Direct Bill Dashboard loads.

On the menu panel located on the left, with proper permission applied, you can see an option to Switch Property

When you select Switch Property from any property you are presently viewing the companies module for, you can select another property without returning to the HK Home screen

Screenshot 2025-01-06 at 4.33.56 PM.png

 

Switch Property List page opens.

Select the property you wish to view Companies and Accounts Receivable for from the dropdown

 

Screenshot 2025-01-06 at 4.34.25 PM.png

Companies page loads for the selected property

Screenshot 2025-01-06 at 4.35.52 PM.png

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