The recommended order so all tools work together meaningfully right away. Each step builds on the previous one.

1. 1
   Enter master data – company/name, address, IBAN & QR-IBAN, logo. These details later auto-fill sender & payee in all tools.

   💡 Fill in once under Master data (side menu) – saves typing on every document.
2. 2
   Create a property – create the property with address and type (rental property, condominium or owner-occupied home).
3. 3
   Enter units – apartments/floors with area, rooms, persons, value quota, rent. With Excel/CSV or AI import this takes seconds.
4. 4
   Check allocation keys – depending on the property type, suitable keys (area, value quota, persons …) are already suggested. Adjust if needed.
5. 5
   Accounting & collection – book rental income and costs, generate QR invoices, record incoming payments.
6. 6
   Settle & analyse – create the utility/heating or condominium statement and track key figures, budget-vs-actual and open items in reporting.