Adding A New Portfolio
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Please see the details on understanding portfolios here (Understanding Portfolios) before creating a separate one as it may not be needed in every situation.
If you have properties that you would like to keep in a separate portfolio, you can create one by following these simple instructions below:
Navigate to My portfolio (top left) > Green Manage button > click on the green + top right corner and complete the details > Save.
Portfolio Title - The name of your portfolio
Ownership Type - Private or Company
Owners:-
Contact name - Who is the owner
Ownership - *This is optional enter an percentage figure
ADD NEW OWNER - Click to add more owners if there are more than one and enter their details
Financial Settings
Accounting State date - Date you wish the accounting to start
Financial year end - End of your tax year. Reports like the Profit and Loss will use this when being run
If you are on the Enterprise plan, you can also enable VAT for your invoices at this point.
If you are on the Premium plan or higher, you can enable an accounting data lock. Users will not be able to make changes to the accounting data before this date.
