Financial Management

Updating portfolio financials

Depending on the different amount types that are configured for your community, you can update the financials for all these different amount types (examples are actuals, budget and any other defined specifically for your community like rolling forecast).

Open the portfolio card and select the tab “Financials”. Click the button “Enter portfolio Financials”. You are now diverted to the portfolio financial entry screen.

In the portfolio financials entry screen, you can enter which finance type (opex / benefits / capex / depreciations) you want to update, for which amount type (e.g. actuals or budget or any other type that is configured in your community), and the period for which you want to enter the data. For reference purposes, you can select the financial data of a specific period.

To enter the new financial data, enter the amounts in the yellow fields. You can also add a comment to the entry in the column “Financial Comments”. Once done, you can click Save.