Add your units and lots

Your lot list is the backbone of the corporation. Almost nothing else works properly until it exists, because so much is calculated per lot: strata fees, vote weight, owner ledgers, Form B, and the share of a special levy each owner pays.

Go to Units & lotsAdd a unit.

What each field is for

Identifier

The lot's label as owners know it — 101, SL-14, Unit 3B. Whatever you type here appears on invoices, ballots, work orders and forms, so use the form owners will recognise. Be consistent: 101 and Unit 101 in the same building will look like two lots to a person skimming a list.

Type

Residential, commercial, parking, storage, and so on. Type is descriptive — it does not change the arithmetic — but it makes lists filterable and stops a commercial unit being mistaken for an apartment on a report.

Floor

Optional, and useful mainly for sorting and for maintenance ("third floor leak").

Unit entitlement (unit factor)

If every lot in your building is identical, entitlements are often equal, and you can leave them all at the same number. In mixed buildings they will differ, sometimes considerably. When they are wrong, every fee bill and every levy is wrong in proportion.

Parking stalls and lockers

The stalls and lockers assigned to the lot, e.g. P-14, P-15. These are recorded for reference and appear on Form B, which asks about parking and storage.

Adding a whole building at once

For anything beyond a handful of lots, use Units & lotsImport CSV and paste your rows instead of typing them one at a time.

A minimal file looks like this:

identifier,type,floor,entitlement,parking,lockers
101,residential,1,100,P-01,L-01
102,residential,1,100,P-02,L-02
201,residential,2,125,P-03,
202,residential,2,125,,

1. Export or build your list

   A spreadsheet with one row per lot. Most councils already have this somewhere — the fee schedule or the strata plan schedule of unit entitlement.

2. Paste the rows

   Copy from the spreadsheet and paste into the import box. The first row should be the column headings.

3. Check the preview before confirming

   The import shows you what it parsed. Look specifically at the entitlement column and the total — if your entitlements are meant to sum to a round number and don't, you have a typo.

Attaching owners to lots

Owners are not created here — they live on the roster. Once a lot exists, you can add the person who owns it and their contact details, and from that point:

• their strata fees post to that lot's ledger;
• they can vote on resolutions attached to their lot;
• their invoices and balance show in their own portal;
• Form F for that lot can be generated from real data.

A lot with no owner recorded is still a valid lot — it will simply show No owner recorded, and it will still be billed when you charge all units.

Changes over time

A unit sells. Update the owner on the roster; the lot, its ledger and its history stay where they are. The outgoing owner's balance is a matter for the conveyance — generate a Form F to certify what is owed on the lot as at the completion date.

Lots are combined or split. Rare, and it changes unit entitlement across the corporation. Edit the affected lots, then re-check any open special levy allocation.

A lot is entered twice. Remove the duplicate before it is billed. Once charges exist against it, the tidy path is to cancel the invoices with a reason rather than delete anything — see fixing mistakes.

Checking your work

Before you move on, the lot list should satisfy three things:

• the number of lots matches the count you entered when you registered the corporation;
• the unit entitlements sum to whatever your strata plan says they should;
• every identifier is unique and reads the way owners say it out loud.