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Renaming, merging and retiring units without losing history

Units change: 2A and 2B become one flat, the penthouse is renamed, a storeroom stops being let. The record of what happened in them must not change with them.

By the end of this pageYou will know how to rename, merge, split and retire units, and exactly what each does to history, invoices and reports.
On this pageWhat never changesWhat the reports doScattered and service-only units
Four things that happen to unitsDrag the slider
RenameMergeSplitRetire

What never changes

Issued documents. An invoice for 2A in March stays an invoice for 2A even after 2A becomes 2A–B in June; the PDF is the PDF. Reports for past months are computed from the lines as they were. The audit log records the change with who and when.

What the reports do

A merged unit's P&L shows the two predecessors as separate rows up to the merge month and one row after, with the merge marked. A retired unit appears in any month it was active and not after. Occupancy counts active units only. Trend lines carry a marker where a structural change happened, so a drop in units is not mistaken for a vacancy problem.

Scattered and service-only units

A condo unit you sell: retire it on the sale date; its history stays for the accountant and the buyer's questions. A service-only unit you stop servicing: retire; the cleaning record stays.

Mistyped names — 2E entered as 2F — are a rename within the first day with no history impact, and the platform says so. After an invoice has been issued, it is a real rename with a note, which is still fine; just do it before the next invoice run.

Related

Your estate · 4 minAdding unitsRead the article →Your estate · 4 minPlacesRead the article →Money out · 4 minProfit & loss per unitRead the article →
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