On any screen, you will see a green +New button on the top left. Click on this, then choose 'Property File': 


In the popup window, select Property Management as the file type, then make sure you tick the 'Manually Create File Number' box, then enter the Felix property ID for the property you are wanting to load: 


The property ID can be found by going to the Properties page in the Felix dashboard: 


After pressing save, go into the property list (Property > Property Search F2), double-click the new property and complete the following steps as per this screenshot: 


  1. Enter the address details

  2. Enter the property ID number again in the External booking ID box

  3. Choose the property type

  4. Enter the property key. This can be found on the Properties > Access page in Felix: 

  5. Enter property details (beds, baths, wifi, etc) however this is not necessary as the information doesn't seem to be shared with any stakeholders in the system.

  6. Enter the property name to be shown on reports

  7. Choose whether to opt into any global contingency you may have set, or specify a unique contingency amount for this property

  8. Save your changes


Next, you will need to enter the owner information choosing the next tab (Property Owners): 


  1. Enter whether the owner is a company or individual

  2. Enter the details of the owner

  3. Enter their mobile number and email address

  4. Save the owner details - they should now appear in the linked owner section on the left hand side of the tab

  5. You can then enter the owner's bank account details


The bank account details require the following: 


  1. The bank code, eg. ANZ (this does not need to be precise)

  2. Their BSB

  3. The account number

  4. The account name, eg. Joe Bloggs

  5. Don't forget to save


Finally, you need to link the management fee:


  1. Scroll to the Property Specific Fees tab and click on the 'Link Fee' button: 

  2. Select to highlight the Management Fee row and click on the 'Link Selected Fee' button: 

  3. Select to highlight the Management Fee row and click on the 'Edit Selected Fee' button: 

  4. Choose the relevant commission % for this property (1), ensure the fees are going into the correct holding account (2), choose the correct management fee calculation, eg. calculated off the Room Rental (3) and Save Changes (4):