Documentation
How-to guide
Every task in Patrimoine, step by step, with pictures of the screens you will be looking at. Choose the part of the work you are doing.
Signed in already? The same guide lives under Help inside Patrimoine.
Getting started
Signing in, finding your way around, and setting Patrimoine up the way you read.
10 tasks
Properties and units
Buildings, who owns them, and the units inside them.
4 tasks
Parties
Everybody Patrimoine deals with: tenants, owners, agents and your own organisation.
6 tasks
Leases
Creating a letting, changing it while it runs, and ending it properly.
8 tasks
Money in
Taking rent, holding deposits, and everything that touches a tenant's balance.
7 tasks
Owners
What each owner is entitled to, what they have been charged, and paying them.
7 tasks
Invoicing and automation
Rent invoices, what Patrimoine does on its own each night, and paying an invoice off.
4 tasks
Reports
Getting figures out of Patrimoine, on screen or as a file.
3 tasks
Audit
The two records Patrimoine keeps of itself: what the money did, and what people did. Both live under Audit, one tab each.
3 tasks
Administration
Your organisation, the people in it, your plan, and your data.
10 tasks