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Transferring a property to another branch

Neil Jowett
Neil Jowett
  • Updated

In Alto, you can easily transfer the responsibility/ownership of a property from one branch office to another.

This article includes: 

Existing charges

Moving a property, landlord or tenancy doesn't move any existing charges to the new branch. All charges entered on Alto have a hidden branch code so when transferring to another branch, all charges need to be deleted and re-entered after the transfer. This includes the charges on the property and tenancy Charge screen.

  1. Open the relevant records and delete the charges within the Charge screen
    For more information on Removing a property expense charge, click here
    For more information on Reversing an expense charge on a tenancy, click here
  2. Transfer the property (as below)
  3. Re-enter the charges within the Charge screen
    For more information on Raising an expense charge on a property, click here
    For more information on Raising an expense on a tenancy, click here

Any charges raised in future will be raised in the correct branch.

Transferring a property

 Note

If you're transferring a property to another branch and it's already live on a website, you must first remove it from the portals.

There are two methods you can use to do this and they both work simultaneously:

  • (within Property > Marketing) by unticking Publish to Web before transferring it. Once the property has been transferred, you can tick Publish to Web again. OR,
  • (within Overview > Portal Publishing) by unticking Include all portals/Include before transferring it. Once the property has been transferred, you can tick Include all portals/Include again
  1. Click Properties on the main toolbar
  2. Select the relevant property from Recent & Favourite Properties
    1.  Alternatively, find the property using the Search Properties bar in the top right
  3. Click Actions
  4. In the dropdown menu, click Transfer to another Branch
  5. In the Branch dropdown menu, click the branch office that the property is being moved to
  6. Type in any relevant Notes
  7. Click OK
  8. Click Yes to confirm

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