Property file
Store receipts, contracts, statements and resolutions centrally per property and unit.
Document management brings all of a management company's records together in an audit-proof property file (Objektakte). Filing, permissions and delivery are structured by property and unit.
At a glance
- File receipts, contracts and statements per property
- GoBD-compliant, audit-proof property file
- Control permissions per property and unit
Key features
Central property file
Receipts, contracts, statements and resolutions are stored in one place, structured by property and unit.
Audit-proof filing
Documents are stored GoBD-compliant (German bookkeeping standards) and unalterably, keeping every action traceable.
Permissions per property
Access is granted per property and unit; each person only sees the records released to them.
Delivery and dispatch
Documents can be published to the resident portal or sent directly to residents and owners.
In depth
Structured property file
Receipts, contracts, statements and resolutions are filed against the relevant property and unit. This creates an ordered property file in which a document is found through its context rather than through its accidental location in a file system.
Retain with an audit trail
Filing follows the German GoBD principles, so documents are retained unalterably and together with their context. During audits or owner enquiries the corresponding receipt and its assignment can be retrieved reliably.
Frequently asked questions
What does GoBD-compliant mean here?+
Documents are stored properly, completely and unalterably, so the property file meets Germany's GoBD principles of proper bookkeeping.
Who can see which documents?+
Permissions are set per property and unit, so residents and owners only see their own records.
How do residents receive their documents?+
Via the resident portal for self-service retrieval or through direct document dispatch from the management.