Create your organization

An organization is the association, housing cooperative or management company whose buildings you run in Kelvo Nest. Whoever creates it becomes its Owner.

Create it

1. 1Step 1: Sign up at Create your account and verify your email with the 6-digit code.
2. 2Step 2: On the welcome page choose Create your organization, or go to Home › Organizations and press New organization.
3. 3Step 3: Enter a Name. Contact email, Phone and a two-letter Country code (for example LV or CZ) are optional.
4. 4Step 4: Under Who runs the association choose Managed by a company or Self-managed association (the board runs it; see Self-managed associations).
5. 5Step 5: Pick the Currency (EUR by default). Changing it later does not convert amounts you already entered.
6. 6Step 6: Press Create organization. You land on the organization's Overview.

Add details and a bank account

Owners and admins see Organization details at the bottom of the Overview page. What you enter here is shown on invoices and to residents.

• General: name, contact email, phone, registration number, VAT / tax number.
• Address: street, city, postal code, country code and currency.
• Bank account: IBAN, BIC / SWIFT and account holder. Without it, invoices don't show payment details and residents can't see how to pay.

Press Save details. To remove the bank account, clear all three bank fields and save.

Follow the setup checklist

The Get set up card on the Overview tracks the first steps: add a building, add units with their floor area, add residents, open your first billing period and add your bank account.

Once you're up and running, the Overview also shows a Monthly brief of what needs attention.