Help Center
Go to Customer Portal
Getting Started
Getting Started
The Basics
Occupier Onboarding & Abstraction
User & Team Management
Email & Notification Management
Custom Data Management
Lease Administration
Equipment Leases
Change History Log
Clauses
Document Storage
Financials
Creating & Editing a Lease
Critical Dates
Lease Column Configurations
Custom Fields
Contacts
Filtering
Assets
Lease Data Exports
Occupier Analytics Dashboard
Customizing Data Categories
Lease Admin Overview
Column Configuration & Filtering
Tasks & Commenting
Lease Payables
Lease Data Imports
Lease Accounting
Understanding ASC 842, IFRS16, GASB87 and FRS102
Account Set-up
FX Rates
Recognizing a Lease
Impairing a Lease
Lease Modifications
Lease Accounting Reporting
Importing Data Into Accounting
Allocations
Close Books Process
NetSuite Journal Entry Integrations
Transaction Management
Task Templates
Filtering
Custom Categories
Deal Column Configurations
Documents
Comps
Deal Stages
Creating & Editing a Deal
Site Selection
Broker Deals CRM
Custom Deal Stages
Custom Fields
Broker Deal Exports
Broker Digest emails
Critical Date Columns
Creating & Editing a Deal
Comps
Site Selection
Broker Deal Teams
Negotiations & Proposals
Clients Tab
Monthly Release Notes
Back to home
Help Center
Getting Started
Getting Started
The Basics
Occupier Onboarding & Abstraction
User & Team Management
Email & Notification Management
Custom Data Management
Lease Administration
Equipment Leases
Change History Log
Clauses
Document Storage
Financials
Creating & Editing a Lease
Critical Dates
Lease Column Configurations
Custom Fields
Contacts
Filtering
Assets
Lease Data Exports
Occupier Analytics Dashboard
Customizing Data Categories
Lease Admin Overview
Column Configuration & Filtering
Tasks & Commenting
Lease Payables
Lease Data Imports
Lease Accounting
Understanding ASC 842, IFRS16, GASB87 and FRS102
Account Set-up
FX Rates
Recognizing a Lease
Impairing a Lease
Lease Modifications
Lease Accounting Reporting
Importing Data Into Accounting
Allocations
Close Books Process
NetSuite Journal Entry Integrations
Transaction Management
Task Templates
Filtering
Custom Categories
Deal Column Configurations
Documents
Comps
Deal Stages
Creating & Editing a Deal
Site Selection
Broker Deals CRM
Custom Deal Stages
Custom Fields
Broker Deal Exports
Broker Digest emails
Critical Date Columns
Creating & Editing a Deal
Comps
Site Selection
Broker Deal Teams
Negotiations & Proposals
Clients Tab
Monthly Release Notes
Getting Started
Let's get you up and running on Occupier!
The Basics
Lease Administration Glossary
Your Occupier Settings
Who do I reach out to if I have an issue?
Where can I find Occupier's SOC Report?
Occupier Onboarding & Abstraction
Uploading Documents for Onboarding
Abstraction of Clauses
What data is captured in Occupier abstraction?
User & Team Management
Adding Users to Occupier
Adding Users To A Deal
Adding & Removing Users from a Individual Lease
Admin and User Difference
Editing & Remove Users - Account Level
User Access & Types in Lease Accounting
See more
Email & Notification Management
Occupier's Email Types & Frequency Settings
Critical Date Notification Settings
Deal Updates & Daily Deal Digest
What is the Portfolio Digest?
Custom Data Management
Custom Fields
Custom Categories
Custom Critical Date
Custom Clause Types
Custom Expense Type
Equipment Type
Space Type
See more