We are a real estate management company based in southern Germany and are looking for real estate management software with integrated financial accounting that is certified in accordance with the principles for the proper management and storage of books, records, and documents in electronic form. Among other things, we are active in rental property management for residential and commercial properties.
The software should meet the following requirements:
- Certified in accordance with the principles of proper management and storage of books, records, and documents in electronic form
- Advance VAT return with ELSTER interface
- Permanent extension with ELSTER interface
- Balance sheet, also at property level
- E-balance sheet
- DATEV chart of accounts available as a template?
- Do the various types of operating costs have to be created as individual accounts in the financial accounting chart of accounts, or can sub-accounts or cost centers be used instead? Can VAT still be correctly reflected in the operating cost statement (residential tenants gross statement, commercial tenants net statement + VAT)?
- Property-based VAT codes
- Dunning process with automatic transfer of individual open items to the dunning letter
- Tenant debit positions
- Recurring entries for accounts receivable and accounts payable
- Transfer of bank transactions or integrated payment transactions
- Operating cost statement
- Transaction management
- Archiving of postal correspondence
- Archiving of email correspondence via MS Outlook connection
- Digital invoice receipt book (archiving of scanned invoices)
- Transaction management (simple and clear)
- ASP model, i.e., no in-house server required (optional)
- Proprietary server in Germany
- Publication platform (optional, not so important for us)