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Chapter 4 / 42
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Private owners: working without mandates

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If you manage your own buildings and have no clients, you do not need the word “mandate”. With the account type private owner it disappears from the menu and the setup.

  1. 1
    Under Account, choose the account type private owner (at registration or later in the settings).
    💡 Switching back to “Company” shows everything again — nothing is lost.
  2. 2
    Afterwards the menu entries Mandates and Create mandate are gone, and Set up a property does not ask for a mandate: with the first building it is prefilled with the name from your master data and 1 January as the start (if the master data is missing, enter the name once) — you are the mandate yourself, bookkeeping and closing are attached to it.
  3. 3
    Bookkeeping and reporting still say “Mandate” in the heading — there is only one there, yours.
    💡 If you do have several mandates (for example after switching from “Company” to “private”), the setup asks again which one is meant — a property never lands silently with the wrong one.
Tool from launch: → Account & account typeTool from launch: → Set up a property

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Launch planned: November 2026

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