Typically, when you add a property, you link it to a bank account and you are done. If you need to change the bank setup for a single property, you can do it on the Property page.
If you need to edit the bank setup for a number of properties at once, you can use the Bulk function. For example:
You started Breeze by converting a legacy database in which the properties were not linked to bank accounts. As a result, in the Breeze database, none of the properties are linked.
Your business opens a new bank account, and you want all your existing properties linked to it, so you have to change the setup for all of them.
We'll show both scenarios below.
Linking Unlinked Properties to a Bank Account (Conversion Scenario)
Go to Admin > Toolbox > Link Bank and Property. Click Display.
The top part of the screen is a filter. If you leave it blank, Breeze will display all the properties that are not linked to a bank account.
Complete the setup for each property. Select a bank account and a cash account. Specify if this is the Primary bank account or the Deposit account. If it is an alternate bank account (not the main cash account or the deposit account), leave the check boxes blank. (For more explanation of Primary and Deposit, see the last section of this article.)
You can copy the setup from one row to the next.
Click Save when you are done.
Changing the Bank Setup for Multiple Properties
Go to Admin > Toolbox > Link Bank and Property. Select Show Properties Linked to Bank Account and click Display. Breeze shows all the properties with an existing bank setup.
You can change the setup line by line, or you can copy the setup from one row to the next.
Click Save when you are done.
Checkboxes for Primary and Deposit Accounts
Select Primary for bank/cash account combination you use most often to record receipts and payments. Breeze will use it as the default cash account whenever you enter transactions. If you set up online payments, your tenants’ rent payments will be deposited in the primary bank.
Select Deposit for the bank/cash account combination used to hold security deposit funds. Make sure to select this cash account whenever you enter a receipt for a refundable deposit. If you set up online payments and a tenant pays their deposit charge online, those funds will be deposited in this bank.
You can only have one primary bank and one deposit bank. They can both be the same bank or they can be different banks. (This is the case even when you have multiple banks – Breeze will let you mark one bank as both and leave everything unchecked on any other banks.)