Activity & parcels
Review the activity attributed to a property and maintain its tax parcels.
A property consolidates everything attributed to it. The Activity tab is the running register of attributed documents; Parcels holds property-tax detail and supporting documents.
Example: retaining tax records
The annual tax bill for Maple Plaza arrives and is later paid.
- Open the property and go to Parcels.
- Add the parcel — parcel number and taxing authority.
- Attach the tax bill, and the proof of payment once remitted.
- The records remain with the property for reference and the following tax year.
Reviewing activity
- Open a property and go to its Activity tab.
- The register lists documents attributed to the property — both those tagged directly and those tagged to spaces or other trackables beneath it.
- Sort by date, amount, or status, and filter to narrow the register.
Activity aggregates over the property's subtree, so a document tagged to "Suite 200" also appears on Maple Plaza's Activity tab.
Tracking parcels
A parcel is a tax parcel maintained for property-tax tracking and document retention. It is a record-keeping construct and does not post to the general ledger.
- Open the property and go to Parcels.
- Add a parcel and enter its detail (parcel number, location).
- Record tax detail — taxing authority, payment type, due dates — and attach supporting documents such as the tax bill or proof of payment.
- Save. The parcel is retained with the property.