Overview: Propertyware Integration solves the issue of double entry in both applications, but what exact information is really transferred over? This article will explain in detail what exactly is moved between Property Meld and Propertyware.
In this article we will cover:
Property Meld to Propertyware
There are only two categories that get sent over from Property Meld to Propertyware, work orders and expenses. This data transfer tries to happen immediately. If that does not happen Immediately it happens as soon as the software is able to.
Work Orders (PM → PW)
Integration Links → Work Order #
Priority → Priority
Location → Specific Location
Meld #/Basic Description/ Detailed description → Description
Status → Status
Creation Date → Date Created/Start Date
Scheduled Date → Scheduled End Date
Date Completed → Completion Date
Assigned Maintenance → Assigned Vendors
Files → Note&Docs - Documents
Chat Messages → Notes&Docs - Notes
Completion Status/Completion Notes/Cancellation/Could Not Complete Notes → Closing Comments
Tenant Presence Required/Not Required → Authorized to Enter
Work Log → Time Tracking
Invoice/Expenditures → Expenses
Expenses (PM → PW)
Expenditures/Invoices → Bills
Technician/Vendor → Assigned Maintenance
Expenditure Date → Due Date
Assigned Maintenance → Vendor
GL Account specified in Property Meld Integration Settings -> Account
Total → Amount
Account → Account
Line Item → Comments
Notes → Description
Propertyware to Property Meld
The information that travels from Propertyware to Property Meld is the information about a property. Being the property information, the owner, tenants, and more. All data transferred from Propertyware to Property Meld should sync every 4 hours.
Properties (PW → PM)
Building → Property
Multi-Unit (Yes or No) → Unit
Maintenance Notice → Unit Notes
Contacts - Tenant → Tenant
Contacts - Vendor → Vendor
Contacts - Owners → Owners
Note: Contact information for tenants, owners, and vendors is only synced upon the initial import and does not update in the recurring sync.
Using Markup in Property Meld
Many property managers charge 10% extra to owners for any maintenance work. So if a vendor bills the property manager $50, the pm will bill the owner $55 if they have a 10% markup.
This feature adds a setting for Propertyware users that will allow them to set a markup or discount on bills that are created in Propertyware. There are two new fields that are available when "Export Vendor Invoices" is checked:
Default Markup/Discount percentage
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Line items are created as bill splits in Propertyware
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Each bill split will have XX.XX% added (or deducted if the percentage is negative)
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A new bill split for each line item will be created to compensate
Invoice Markup/Discount GL Account
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Any markups discounts will be credited to this account
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This is usually an income account associated with the property managers bank account
Example:
Assume 10% markup entered in Property Meld settings.
Property Meld invoice with two line items totaling $150
Line item 1: $100
Line item 2: $50
What gets created in Propertyware
Bill
Bill split 1: $110
Bill split 2: $55
Bill split 3: $-10 (the GL account in Propertyware will be "Invoice Markup/Discount GL Account" in settings)
Bill split 4: $-5 (the GL account in Propertyware will be "Invoice Markup/Discount GL Account" in settings)