GC includes a feature that allows you to enter all essential data for a new condominium in just 8 steps — buildings, units, owners, bank accounts, balances, debts, and credits — all within the same screen.
Access menu:
Condominiums >> New Condominium
Step 1 – New Condominium Setup
You can choose between:
- File import (for migration from another software). Contact us at support@solidsoft.pt for more information.
- Manual entry.
Step 2 – General Information
Fill in the general condominium details:
- Set account periodicity:
2111(Mnthly Fees)2112(Reserve Fund)
- Define the fiscal year for the building.
Step 3 – Bank Accounts
Enter the bank account information:
- Bank name, branch, NIB, IBAN.
- Specify usage:
- Payment Notices (A.C.)
- Multibanco References (R.M.)
- Deposit Slips (T.D.)
- You may also enter netbanking credentials (informational only).
Step 4 – Entity Registration
Add:
- Unit Owners (each owner should be added only once, even if owning multiple units).
- Suppliers.
Add one row per entity and fill in the required fields.
Step 5 – Units
Create the building’s units:
- You can define the total number of units and click
Create Rows. - Fill in the missing column data.
- The Partial Insurance column is for reference only.
Step 6 – Bank Balances
Indicate:
- Balance of each bank account as of the last day of the previous fiscal year.
- Cash on hand, if applicable.
Step 7 – Unit Owner Debts
For each type of fee:
- Indicate the earliest year with debt.
- Fill in the outstanding amounts per month/year.
- If there’s credit, enter the amount with a negative sign.
Step 8 – Supplier Debts
Add one row per supplier with an open balance and fill in the relevant details.
After completing these 8 steps, you can continue using GC and configure the rest of the condominium with the available features.