StrataWorx
Help centre

Working with PropertyWorks and AccountingWorks

Keep tenant details in step with PropertyWorks, and post approved invoices and receipts to AccountingWorks.

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

  1. 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.
  2. 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.
  3. 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.
  4. 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.