What it's forFirms that also use our property management (PropertyWorks) or accounting (AccountingWorks) products avoid double entry.
Who it's forAdministrators and your IT team.
Step by step
- Step 1: PropertyWorks: give it accessIn StrataWorx, Integrations › New API key, named PropertyWorks, with Allow changes ticked. Paste the key into PropertyWorks so it can update tenant details on your roll.
- Step 2: PropertyWorks: send roll changes backAdd a webhook to PropertyWorks' address with the lot.updated event, so owner and lot changes flow back. Each call is signed.
- Step 3: Resolve sync conflictsWhen the roll and PropertyWorks disagree, Admin & help › Roll sync conflicts lists each lot and field. Choose Keep roll or Use PropertyWorks.
- Step 4: AccountingWorksStrataWorx support switches the connection on for your firm. After that, each approved trade invoice is posted once as an approved bill (GST-inclusive, tagged with the fund) and levy receipts are posted as receipts. Failed posts retry daily.
Common problems
I can't see the Property management menu.
PropertyWorks is a separate product (Enterprise). Its pages only appear when it's switched on for your deployment.
Previous and next follow the Admin section.