Workflows overview
This cookbook follows the real business order for rental onboarding, aligned with end-user docs (settings → assets → directories → rental folder) and with captured admin UI sessions. Navigation (sidebar / previous–next) follows the matrix below strictly, whether a step is observed or reconstructed.
Full chain
Matrix
| # | Workflow | Source | Prerequisites |
|---|---|---|---|
| 1 | Financial account | Observed | API token |
| 2 | Business unit | Observed | Financial account |
| 3 | Create a unit | Observed | Unit template (unitTemplate) |
| 4 | Accounting & templates | Observed | Before rents / completing the unit |
| 5 | Complete a unit | Observed | Unit + accounting operations (for rent) |
| 6 | Create an owner | Reconstructed | — |
| 7 | Create a tenant | Reconstructed | — |
| 8 | Create a rental folder | Reconstructed | Unit, profiles, representative, invoice config |
| 9 | Activate & configure a rental folder | Observed | Existing folder |
| 10 | Generate & send a rental contract | Observed | Active folder + contract template |
| 11 | Invoice lifecycle | Observed | Rental account + invoice template |
| 12 | Incoming payments & rejection | Observed | Rental account + bank reconciliation |
Recommended order
In the UI, a unit’s rent references accounting operations. Configure the chart of accounts (workflow 4) before pushing rentItems (workflow 5), otherwise rent amounts cannot be attached correctly. Then: create / activate the folder (8 → 9), generate the contract (10), then invoice & collect (11–12).