If you manage a mixed portfolio, you know the challenge: different properties, different charts of accounts, and somehow you still need consistent reporting across all of them.
In this Budget Byte, Robert walks through how Kardin handles multiple COAs without the headache. You’ll see how to:
✅ Access and manage chart of accounts templates inside the Portal
✅ Sync COA templates across properties so changes push out automatically
✅ Map one chart of accounts to another for cross-property reporting
✅ Use the COA Analyzer to compare a template against an existing budget and flag differences, missing info, and naming issues
The COA Analyzer works for both individual properties and portfolios, making it especially useful for larger organizations with complex account structures.
New to COA management in Kardin? Robert covered COA v2 templates in detail in a previous Budget Byte. Start there if you want the full foundation before diving into mappings and analysis.