Create New Menu

First-time workspace setup

Use + Create New shortcuts during Getting Started — Recommended Setup Sequence steps 13–15 once Listings, Bookings, and Tenants modules are live — permissions follow setup step 3 Users. Shell orientation: Getting Started — The + Create New Menu. Concept pairing: Concepts — Setup sequence after go-live.

Finding your way in this guide

Open Opening, layout, and closing first, then check Permissions for greyed-out rows. Action catalogue: Categories and Actions. Non-linear operator habits (Lockout catch-up, Pending manual receipt approval, Reject/revert mistaken receipts, Portfolio segmentation by tenant category, Notification row-click navigation, Payment alert to receivables triage, Confirmation alert triage, Finance debt receivables triage, Finance Income status drill-down, Cash flow forecast drill-down) have matching Related subsections below. Full pairing matrix: Create New Menu section cross-reference · Concepts — Concept cross-reference.

The + Create New button in the left sidebar opens a slide-out panel. In English the header reads What would you like to create? (other interface languages use the same layout with translated labels). The panel lists quick-create actions grouped by category. From medium-width layouts and up, you can open it from any screen without navigating to the relevant module first.

Pair with other concepts

After create, bookmark module routes via Deep Links; new reservations follow Booking Lifecycle status rules; channel imports vs manual Booking pair with Integrations & Distribution. When Booking or Transfer shortcuts leave unpaid schedules, payment overdue rows row-click into the booking — continue with Handling a Late Payment — Step 1. Upload Utility Bills drives utility_bill_extraction on AI usage API; AI Chat drives landlord_chat. Topic-to-category pairing: Create New Menu section cross-reference. Full pairing matrix: Concepts — Concept cross-reference.

Opening, layout, and closing

Open — Click + Create New in the left sidebar. From the md breakpoint upward (medium-width layouts and wider), the control appears as a green + button with the Create New label; when the sidebar is collapsed on desktop, the label hides and the + keeps a Create New tooltip. On narrow mobile layouts this sidebar control is not shown; use each module’s own Add / Create entry points instead (the same underlying flows).
Layout — Categories render in a responsive grid: one column on small panel widths, two columns when space allows. Each category has an icon, an uppercase heading, and a stack of action buttons.
Close without creating — Click the X in the panel header, click the dimmed backdrop over the main content (the navigation column stays visible on desktop), or press Escape (when no inner modal from a chosen action is open).
After you pick an action — The panel closes and the corresponding modal or sidebar flow opens (for example Booking opens the add-booking dialog, New Ticket opens the ticket sidebar).

On desktop at a typical management width (~1536px), the open panel looks like this — Vivin internal accounts (@vivin.app) also see Inlife Full Import under Listings and the Tools category (for example Upload Utility Bills); other roles see the same layout without those internal-only rows.

Walkthrough: open + Create New, scan categories, choose Booking (add-booking dialog opens), cancel, then close the panel with X.

Full pairing matrix: Create New Menu section cross-reference.

Permissions

Each action checks your account’s role permissions. Actions you are not allowed to use appear disabled; hovering shows a no permission hint. If you click a control that stayed enabled but your role lacks the API key, you get the red You do not have permission to perform this action. toast instead — see FAQ — Permission denied toast and Glossary — Permission denied toast. Administrators adjust roles under Users and roles — Role Permissions.

Category pairing matrix: Create New Menu section cross-reference.

Categories and Actions

Most accounts see five categories (People, Listings, Reservations, Operations, Payments). Vivin internal accounts — signed-in users whose email ends with @vivin.app — also see a Tools category with additional shortcuts.

People

Action	Description
Tenant	Add a new tenant to your account. Tenants can be linked to bookings and appear in the tenant portal. Pick an optional tenant category when portal modules or field rules differ by segment. See the Add tenant modal capture in the Tenants module.
Team Member	Invite a new team member to your account. Configure their role and permissions in Users.
Owner	Register a new property owner. Owners can be associated with properties and receive financial reports. See Owners.

People category pairing: Create New Menu section cross-reference.

Listings

Action	Description
Property	Add a new building or complex to your portfolio. Opens a multi-step wizard. See Listings.
Unit	Add a new rentable space to an existing property. Opens a two-step wizard. See Listings.
Inlife Import	Import properties and units from an Inlife landlord account into Vivin. Requires the Inlife integration on the account. See Inlife Import below.
Inlife Full Import	Vivin internal only (`@vivin.app`). Same landlord email flow as Inlife Import, but also pulls property and unit details (amenities, location, rules) and photos so listings are closer to ready for full listing feeds on Housing Anywhere, Spotahome, and Uniplaces. See Inlife Full Import below.

On Vivin internal accounts, the Listings category shows both import actions in the same stack:

Create New — Listings category with Property, Unit, Inlife Import, and Inlife Full Import (Vivin internal @vivin.app)

Inlife Import

Use this when you are migrating portfolio data from Inlife and already have the Inlife platform connected under Account Settings → Integrations (Short-term rentals section).

Click + Create New → Listings → Inlife Import.
In the Inlife Import dialog, read the overview copy, then enter the Inlife email address for the landlord account you want to pull from.
Click Import account. While the API runs, the button shows Importing... and the dialog stays open.
On success, the modal closes and Vivin queues the import of Inlife listings into your account. On failure, an error message appears under the email field (for example missing integration or invalid email) — fix the issue and retry.

Use Cancel or the header X to close without importing. The row is disabled when your role lacks the underlying permission, same as other Create New actions.

Create New — Inlife Import dialog with landlord email field, Import account, and Cancel

Inlife Full Import

Inlife Full Import appears in the Listings category only for Vivin internal operators (signed-in email ending with @vivin.app). Other accounts see Inlife Import only.

	Inlife Import	Inlife Full Import
Who sees it	Any role with permission, when Inlife is enabled	Vivin internal (`@vivin.app`) only
What transfers	Properties, units, and core listing linkage	Everything in the standard import plus booking-engine-style details and photos
Typical use	Fast migration of inventory structure	Migration where listings should re-publish through HA / Spotahome / Uniplaces full feeds without re-entering rich content

Click + Create New → Listings → Inlife Full Import.
Read the overview and the amber This can take several minutes notice — large accounts (many properties and photos) may run for a long time on the server.
Enter the landlord Inlife email address and click Import account.
On success, the modal closes and the import continues on the API. If the browser shows a network or timeout error while photos are still uploading, the job often keeps running in the background; close the dialog and check Listings after a few minutes rather than starting a duplicate import immediately.

After import, review units in Listings and enrich any remaining partner fields from Property & listing details (booking engine) before enabling full-feed channels.

Create New — Inlife Full Import dialog with long-running warning, email field, and Import account

Modal capture refreshed 2026-06-22 02:13 UTC — see Listings — Full import.

Listings category pairing: Create New Menu section cross-reference.

Reservations

Action	Description
Booking	Create a new tenant reservation manually. Links a tenant to a unit for a specified period. When the property has Bills included, the wizard can set a per-booking ceiling (see Bookings — Bills included ceiling). After save, record confirmation payments from Transactions — mistaken duplicates cleared via Reject may need credit notes when Finance already invoiced the charge (Processing a New Booking). Unpaid schedules can surface payment overdue alerts — row-click opens the booking for Handling a Late Payment — Step 1. See Bookings.
Contract Template	Upload or create a new contract template. Templates use dynamic variables for auto-generating rental agreements. See Contract.

Action

Description

Booking

Create a new tenant reservation manually. Links a tenant to a unit for a specified period. When the property has Bills included, the wizard can set a per-booking ceiling (see Bookings — Bills included ceiling). After save, record confirmation payments from Transactions — mistaken duplicates cleared via Reject may need credit notes when Finance already invoiced the charge (Processing a New Booking). Unpaid schedules can surface payment overdue alerts — row-click opens the booking for Handling a Late Payment — Step 1. See Bookings.

Contract Template

Upload or create a new contract template. Templates use dynamic variables for auto-generating rental agreements. See Contract.

Reservations category pairing: Create New Menu section cross-reference.

Operations

Action	Description
New Ticket	Create a maintenance, cleaning, inspection, or tenant request operations ticket on your portfolio. Managed in the Operations module. Far-future Schedule date values may show a Draft (display status) badge until the due window nears — use the Draft KPI card to review long-lead jobs. On an existing ticket, Cost allocation can link cash flows from the operational ledger (Glossary — Ticket — linked cash flows). This is not the same as a Vivin support conversation to our team — for that, use Help & Support or Account Settings > Support when your role has the Support permission (Using in-app support).
New Cashflow	Record a new operational cash flow entry for day-to-day expenses and adjustments. Manage these records in Operations > Cash Flows. Link contractor spend to maintenance tickets from Cost allocation when you need repair totals to reconcile with invoices (Glossary — Ticket — linked cash flows).

Action

Description

New Ticket

Create a maintenance, cleaning, inspection, or tenant request operations ticket on your portfolio. Managed in the Operations module. Far-future Schedule date values may show a Draft (display status) badge until the due window nears — use the Draft KPI card to review long-lead jobs. On an existing ticket, Cost allocation can link cash flows from the operational ledger (Glossary — Ticket — linked cash flows). This is not the same as a Vivin support conversation to our team — for that, use Help & Support or Account Settings > Support when your role has the Support permission (Using in-app support).

New Cashflow

Record a new operational cash flow entry for day-to-day expenses and adjustments. Manage these records in Operations > Cash Flows. Link contractor spend to maintenance tickets from Cost allocation when you need repair totals to reconcile with invoices (Glossary — Ticket — linked cash flows).

Operations category pairing: Create New Menu section cross-reference.

Payments

Action	Description
Transfer	Record an incoming payment or transfer. Allocate payments to scheduled charges in the Finance module. Manual receipts may stay pending until Approve payments acts on Finance → Transactions or a booking Transactions tab. Reject and Revert modals warn about credit notes when charges were already invoiced — see Payment Allocation — Correcting mistaken receipts. When allocation still leaves overdue scheduled charges, confirm balances after a payment overdue row-click — Handling a Late Payment — Step 1.

Action

Description

Transfer

Record an incoming payment or transfer. Allocate payments to scheduled charges in the Finance module. Manual receipts may stay pending until Approve payments acts on Finance → Transactions or a booking Transactions tab. Reject and Revert modals warn about credit notes when charges were already invoiced — see Payment Allocation — Correcting mistaken receipts. When allocation still leaves overdue scheduled charges, confirm balances after a payment overdue row-click — Handling a Late Payment — Step 1.

Payments category pairing: Create New Menu section cross-reference.

Tools (Vivin internal accounts only)

This category appears only when your signed-in email ends with @vivin.app. It is filtered out entirely for other users (not shown as an empty section).

Action	Description
Upload Utility Bills	Opens the Upload Bills dialog (PDF drag-and-drop for AI extraction). This is the same pipeline as Utilities → Bills → Add Bill → Upload, but reachable from any screen. Even for `@vivin.app` users, the row stays disabled when your role does not grant the underlying permission used for this shortcut. See the Utilities module.

Upload Bills dialog opened from Create New — PDF drop zone and batch upload actions

Tools category pairing: Create New Menu section cross-reference.

Use this table when one + Create New category or import flow naturally leads into module docs, Account Settings, or a workflow — each row links to the guides you should read before or after the shortcut.