In Alto, you can easily transfer the responsibility/ownership of a property from one branch office to another.
This article includes:
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.
- Open the relevant records and delete the charges within the Charge screen
For more information on Removing a property expense, click here
For more information on Reversing and editing a charge on a tenancy, click here
- Transfer the property (as below)
- Re-enter the charges within the Charge screen
For more information on Adding an expense to 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.
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
- Click Properties on the main toolbar
- Select the relevant property from Recent & Favourite Properties
- Alternatively, find the property using the Search Properties bar in the top right
- Click Actions
- In the dropdown menu, click Transfer to another Branch
- In the Branch dropdown menu, click the branch office that the property is being moved to
- Type in any relevant Notes
- Click OK
- Click Yes to confirm