Property List | Wise Manuals

Overview

The Property List page (also called "Properties File") is the central hub for viewing all property records and performing bulk operations. It serves as the primary entry point for property tax management activities, providing quick access to essential property information and actions.

Location: Search for "Properties File" or "Property List" in Business Central, or access from the main menu under Property Management.

Purpose: View all properties, perform batch operations like posting taxes, access payment management, and navigate to detailed property information.

Key Fields & Actions

List Columns

Field	Description	Visible by Default
Property ID	Unique property identifier	Yes
Description	Property address/description	Yes
Location ID	Location reference code	Yes
Global Dimension 1 Code	Business dimension	Yes
Global Dimension 2 Code	Project dimension	Yes
Date Created	Property creation date	Yes
Tax Group	Tax classification	Hidden*
Owned Property	Municipality ownership flag	Hidden*
Assessment amounts	Various tax amounts	Hidden*
Total Assessment	Sum of all assessments	Hidden*
Outstanding	Remaining balance	Hidden*
Waste Category	Garbage disposal category	Hidden*

*Hidden fields can be shown by personalizing the page

Main Actions

Action	Description	Shortcut
Current Owners	View current property owners only
Assessment Entries	View all tax assessments	Ctrl+F7
Due Date Entries	View payment due dates and amounts

Processing Actions

Action	Description	Purpose
Post Taxes to Customers	Generate customer invoices from assessments	Monthly billing process
Post Taxes to G/L	Post tax entries to general ledger	Financial reporting
Property Taxes Payment	Access payment processing interface	Record and manage payments
Batch Files from Land Registry	Import assessment data from FMR system	Data synchronization
Journal	Open general journal for manual entries	Financial corrections

Step-by-Step Tasks

View All Properties

Search for "Property List" or "Properties File" in Business Central
The list displays all properties in the system
Use standard filtering options in column headers to narrow results
Click on any property to open the Property Card for detailed view

Filter Properties by Criteria

Click the filter icon in any column header
Common filters:
- Property ID: Enter specific ID or range
- Location ID: Filter by geographic area
- Tax Group: Filter by property classification
- Date Created: Filter by registration date range
Combine multiple filters for specific searches

Post Monthly Taxes to Customers

Select properties to process (or leave unselected for all)
Click Post Taxes to Customers action
Set posting date (usually month-end)
Select tax types to post
Choose customer posting options
Run the posting process
Review posting results and error log

Post Taxes to General Ledger

Select Post Taxes to G/L action
Set posting date for financial reporting
Select tax types and periods
Choose G/L account assignments
Run the posting to create journal entries
Verify G/L entries in the general ledger

Process Property Payments

Click Property Taxes Payment action
Access payment processing interface
Import payment files from banks
Match payments to specific properties
Apply payments and update outstanding balances

Import Assessment Data

Click Batch Files from Land Registry action
Review available import batches from FMR system
Process new batches to update assessments
Validate imported data before posting
Post processed batches to update property taxes

Common Errors & Fixes

"No properties to post"

Cause: Properties may already be posted or filters are too restrictive
Fix:

Check date filters and posting status
Verify assessment entries exist for the period
Clear filters to view all properties

"Posting date not allowed"

Cause: Posting date is outside allowed range
Fix:

Check user setup for posting date range
Verify accounting period is open
Contact system administrator to adjust date ranges

"Tax accounts not set up"

Cause: Property Tax G/L accounts not configured
Fix:

Configure Property Tax G/L Accounts setup page
Assign accounts for each tax type
Set up posting groups if needed

"Import batch errors"

Cause: FMR import files contain validation errors
Fix:

Review import batch error log
Correct property IDs or owner information
Re-import corrected files from land registry

"Payment matching issues"

Cause: Bank payment files don't match property information
Fix:

Verify property ID format in payment files
Check customer number assignments
Use manual payment application if needed

Property Card - Individual property details
Property Taxes Setup - System configuration
Import Batches - Land registry data import
Property Tax Payments - Payment management
Assessment Entries - Tax assessment records
Post Taxes to Customer Report - Customer billing
Post Taxes to G/L Report - General ledger posting

Navigation Path: Municipality Systems - Wise Property Manager - General → Property List
Permissions Required: SVEFAST FASTEIGNAGJÖLD, WISELCS BASIC
Related Tables: SveFast Property, SveFast Property Owner, SveFast Assessment Entry