Connect operations to the ledger
Eligible invoices, payments, expenses and supported module transactions can be converted through defined account mappings.
Finance and control
Accounting & Bookkeeping for connected property operations.
Runs double-entry bookkeeping, banking, reconciliation, supplier bills, checks, budgets, approvals and financial reports alongside operational CRM records.
Practical business value
How Accounting & Bookkeeping benefits your property business
Creates a clearer route from operational activity to controlled financial records, reducing re-keying and making reconciliation easier to explain.
Improve cash visibility
Bank accounts, feeds, matching and reconciliation provide a more controlled picture of received and paid money.
Separate portfolios or activities
Classes, accounts and reporting dimensions can support clearer analysis by approved operational categories.
Prepare stronger financial evidence
General ledger, trial balance, profit and loss, ageing and tax reports support review and accountant handover.
Operational capability
Designed to strengthen a real workflow—not add another isolated screen
Property income and cost activity often begins in operational workflows: invoices, appointment charges, contractor expenses, supplier purchases and refunds. Accounting & Bookkeeping connects eligible source records to mapped ledger treatment so finance teams can review the commercial position without rebuilding it from disconnected exports.
The module is configured around the people, permissions, records and outcomes already present in your operation. Proplix confirms the implementation scope before any commercial proposal is prepared.
01Chart of Accounts and double-entry transactionsConfigured around the authorised teams, records and controls in your Proplix environment.
02Banking feeds, matching and reconciliationConfigured around the authorised teams, records and controls in your Proplix environment.
03Invoices, payments, expenses and supplier billsConfigured around the authorised teams, records and controls in your Proplix environment.
04Profit and loss, ageing, tax and ledger reportsConfigured around the authorised teams, records and controls in your Proplix environment.
Property workflow examples
Where this can make a measurable difference
These examples show how the module can support day-to-day property work. The final design depends on your organisation, portfolio, responsibilities and connected systems.
Track management income and operating expenses
Reconcile tenant, landlord or service payments against bank activity
Review supplier costs, project budgets and outstanding customer balances
Requirements-led implementation
A tailored module should match your property operation
Proplix does not force every organisation into the same setup. The team first confirms how this module should work with your property records, staff permissions, portals, communications, finance and reporting responsibilities.
Tell us what you need- 01
Confirm accounting basis, financial year and Chart of Accounts
- 02
Map CRM and supported module source records before automatic conversion
- 03
Agree bank-feed, reconciliation, close-book and approval controls
- 04
Validate opening balances and reports with the finance professional
Detailed operating guidance
Open Accounting & Bookkeeping guidance (opens in a new tab)Continue in the Britixo Help Centre
Open the maintained setup, permission, workflow and troubleshooting guidance in a new tab while keeping this Proplix module overview available.