Management system prototype · Local actor
Dashboard
Owner overview
Current month
Rent collection by property
This month| Property | Expected | Received | Balance | Status |
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Property 12-month overview
Select a property aboveAccountant readiness
Year End
| Section | Count | Amount | Readiness | Action |
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Accountant support
Tax Support
Supporting amounts and estimates are working records for accountant review. They are not authoritative posted tax.
| Owner | Property | Year | Type | Supporting amount | Legacy Tax Estimate | Review | Note | Evidence | Status | Actions |
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Suzy workspace
Director Payments
Add Director Payment
Finance record — not a payment instruction| Owner | Property | Date | Year | Description | Amount | Reference | Note | Evidence | Status | Actions |
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Suzy workspace
Property Expenses
Add Expense
Operational property record — not a payment instruction| Property | Date | Category | Supplier / Description | Amount | Notes | Attachment | Status | Actions |
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Suzy workspace
Finance & Tax Dashboard
Manual bank check
Monthly Rent Collection
Finance actions
Open the relevant workspaceItems requiring review
Recent Excel imports
Supporting documents
Attach an invoice, statement, image, or workbook to the exact property or expense record.
Year-end tax status
Monthly Net Cash Flow
Owner Summary
| Owner | Properties | Income | Net |
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Property Performance
Address
Tenant
Leader tenant
RTB
Insurance
Annual net
Purchase Details
Property Expenses
Enter costs for the selected property. These are saved to the local database and included in the property totals.
| Date | Category | Supplier / description | Amount | Note |
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Tenant Contract History
Add each tenant contract once here. This table is also the property history for tenant and rent changes.
| Tenant | Start | End | Monthly rent | Deposit | Status | Note |
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Standard Rent Agreement
Template for review before signingPreview → validate → confirm
Excel Import
Rent Income imports create PROPERTY PMS business records only; they are not authoritative bank evidence.
Accountant Excel Reports
Generated from authoritative recordsLocal safety
Backup & Restore
Create a checksummed snapshot of the SQLite database and retained source files. Restore is Stephen-only and creates a safety backup first.
All Properties & Owners Report
| Owner | Property | Tenant | Leader / Note | RTB | Insurance | Monthly rent | Annual income |
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