How to edit a Property card

Written By Bel St Baker (Administrator)

Updated at September 4th, 2024

If you need to amend or update information for a specific Property in your Organisation, the simplest way to do this is directly through the Property tab. This article will walk you through the steps required to do this. 

  1. From within your Organisation, select the Property tab.
  2. Select the Property card that you want to edit.
  3. Click on the Edit button.

Please Note: As Properties are shared across your Organisation, any changes you make will update the records of that Property in any Agreement it is assigned to.

 

How to edit the Type and Sub Type 

When you are in your Property card, you can edit the Type and Sub Type. To do this,

  1. Select the Type that best suits the asset in question. Please note that whichever Type you choose will alter the Advanced Settings that you can record.

  1. Optionally, select a Sub Type that best suits the asset in question. Each Type has different Sub Types available, and in turn there are different fields to fill out. For example, if you have chosen Space as your Type, and Car Park as your Sub-Type, there will be a field for “Number of Carparks” available. If none of the Sub Types accurately represent the asset in question, you do not have to select one.

Please note that if you are changing the Type of the property record, any Advanced Settings fields that have data entered will remain visible, even if you are changing to a Type that does not normally provide access to those fields. 

For example, if you have a Land record with a recorded Location and change its Type to Asset, the Location will still be visible, even though the Asset type does not normally provide access to the Location field. 

As such, if you have any information that you want to completely remove from the property record, and want to change the Type, you will need to manually delete that information before changing the Type.

 

How to edit the Location

There are two potential ways to edit your location depending on whether or not you have previously input data. 

If you need to update information that has been previously inserted, click on “Edit Address details”. You can then either use the Address Search option (which will pull a location directly from Google Maps) or edit the relevant fields and type in the new and/or additional information. 

If you have not previously entered a Location, you can use the Address Search option and select the correct location. To do this, click on “Edit Address Details”. If you are unable to find the correct address or need to add more information, you can do this by clicking into the appropriate section and typing in the additional information. 


How to edit the Description

Known As: what the Property is known as in the system. Please note that this is automatically filled out with what you have named the Property. 

Full Description: where you can put in a description of the property. This is usually found on the Schedule of an Agreement contract. 

Computer Register Identifier: this is sometimes known as Certificate of Title, Record of Title, or Title Reference. 

Internal Reference: this is a space where you can input an internal reference used to distinguish between assets, if applicable. 

Legal Description: where you can put information such as the Lot number/s and Deposited Plan information.


How to edit the Area & Size

Depending on the Type of Property you have selected, you will be able to fill in the Building Area, Rentable Area, or Land Area. 

If the measurement is not in the correct unit, this can be updated in the Settings Tab under Language and Defaults. For more information on how to update this, see our article on Language & Defaults.


How to add or remove a document from your Property card

If you have any documents that are relevant to the Property card only, you can upload them here by either clicking “Upload Document” or dragging and dropping the document/s. 

If you would like to remove a document, select the “X” button alongside the chosen document. 

You will receive an alert asking if you are sure you would like to delete this document. Select Delete. Your document is now deleted. 


How to add or remove a parent Property

If the property you’re editing is part of a larger hierarchy, you can either add or remove a parent Property. 

To add:

  1. Click on the Parent dropdown menu.
  2. Locate the desired Parent property. You can search this list if need be.
  3. Click the desired Parent property. When you save the Property card you're editing, the property Parent will be saved.

To Remove:

  1. Click on the dropdown menu and select No Parent Property. 
  2. When you save the property, it will save the information. 

Please note that when you add or remove a Parent Property, you may get a warning message stating that this is part of another property. It’s important to remember that any Agreement with the Property card attached to it will be updated. 


Nomos One does not provide or purport to provide any accounting, financial, tax, legal or any professional advice, nor does Nomos One purport to offer a financial product or service. Nomos One is not responsible or liable for any claim, loss, damage, costs or expenses resulting from your use of or reliance on these resource materials. It is your responsibility to obtain accounting, financial, legal and taxation advice to ensure your use of the Nomos One system meets your individual requirements.