Skip to content
AppNFlat

Changing Owner

To change co-owners when selling a unit:

  • Go to the Units tab in the left menu bar.
  • Click on the unit you want to modify.
  • Click on Modify.
  • Click on Change co-owner.
  • Confirm that you want to change co-owners.
  • Complete the information relating to the change.
  • Click on Save.

Settings

Section titled “Settings”
Processing the remaining balance When the balance of the unit sold is not zero, you can:
  • Keep the balance with the previous owner. If you choose this option, the account of the latter will not be closed and you will still be able to enter transactions into the account.
  • Transfer balance to new owner. If you choose this option, the account of the former owner will have a zero balance, it will be archived and you will no longer be able to enter transactions into the account.
  • To close the account of a former owner of a sold unit, select the unit in question in the archived units section. Then at the bottom of the transactions table, click on "Close unit account".
Owners You can select the name(s) of the new owners. The list proposed is that of the owners and tenants registered in the corresponding section. If you can't find the name you are looking for, you must first register it in the Owners and Tenants section.