Maintaining Management Companies

Management Companies stores the organisation details used when associating companies with properties and housing groups.

Open Admin → Settings, then select Management Companies under General Settings.

Adding a Company

1. Select Add Management Company.
2. Enter a required, unique Name of up to 64 characters.
3. Optionally choose the Financial Year Start month and enter address lines, Town, County, Eircode, Phone, Mobile, Mobile Description, Email and CRO Number.
4. Select Add Management Company.

Updating a Company

1. Open the company name in the list.
2. Choose Options → Edit Management Company.
3. Update the required details.
4. Select the save button currently labelled Update Branch on this form.

Adding a company does not automatically assign it to a property or housing group. Set that relationship on the relevant record.

Deleting a Company

1. Open the company and choose Options → Delete Management Company.
2. Confirm the deletion.

Affinity prevents deletion while active properties or housing groups are associated with the company. Review those assignments first. Successful deletion makes the company inactive.