The article has been updated successfully.If your
company name changes and you want to reflect the new name within Propertyware,
you will need to update your company name in several locations. Note that some of these changes can only be
done by users with administrative rights.
The
following information needs to be updated under Setup:
·
Company
Info
·
Chart
of Accounts
The
following information needs to be updated under Properties:
·
Portfolio
Name
·
Portfolio
Abbreviation
The
following information needs to be updated under Money Out:
·
Management
Company Vendor
The
following information needs to be updated under Portals:
·
Propertyware
Portal URL
·
Content
Header
Follow the steps
below to make these updates.
Update the following fields within Setup
Company
Info
1. Navigate to the Company Info section
within Setup.
2. Click Edit.
3. Update the Company Name and click Save.
Note: Updating the company name in this field will not update the Company field on the
User Account page for existing users who are also employees of your company. If you want to update the Company field for
existing users to reflect your new company name, you will have to do so under
Manage Users, editing the Company field for each user.
Chart
of Accounts
Your
Bank Account Holder Information is located in your management bank
account. If your company’s bank account
changed to reflect your new company name, you will probably want to update this
information in Propertyware.
1. Navigate to the Chart of Accounts
section within Setup.
2. Locate your management bank account in
your Chart of Accounts and click the Edit button.
3. Update the Description field, if appropriate.
4. Update the Bank Account Holder
field.
5. When finished, click Save.
Note: If
your company opened a new bank account in the new company name, create a new
bank account instead of updating your existing bank account information.
Update the following under
Properties
By default,
the portfolio name for your management company is the same as your company
name. You will want to update the
Portfolio name under the Properties section.
1. Click on the Properties tab.
2. Select your management company
portfolio from the list of portfolios in Navigator section in the sidebar or by
using the search function.
3. Click Edit.
a. Update the Portfolio Name.
b. Update the Portfolio Abbreviation,
if appropriate.
4. When finished, click Save.
Update the following under Money Out
Propertyware
creates one management-company vendor by default. If you have created other management-company
vendors you will need to update those as well.
1. Click on the Money Out tab.
2. Select your management-company vendor
from the list of vendors in the Navigator section in the sidebar or by using
the search function.
3. Click on Edit Vendor.
a. Update the Vendor Name field, if
appropriate.
b. Update the Company Name field.
c. Update the Name on Check field, if
appropriate.
4. When finished, click Save.
Update the following under Portals
Advanced
page
1. Click on the Portals tab.
2. Click on the Advanced sub-navigation
bar. The active sub-navigation bar is
displayed in yellow.
3. Update the Propertyware Portal URL
with the new company name.
4. When finished, click Save.
5. Click Update Portal.
6. Logout of Propertyware.
7. Login to Propertyware.
Note: Logging
out and then back in is necessary for all the URL links to properly update and
be reflected within Propertyware.
Content
page
1. Click on the Portals tab.
2. Click on the Content sub-navigation
bar. The active sub-navigation bar is
displayed in yellow.
3. Under the Global Elements section on the Content page click on Edit in
the Action column for the Header.
4. Update the header information.
5. When finished, click Save.
Note:
If your company address has changed, you will need to update the Footer
section as well.
