Blocks Online - Support

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4.2.2 STEP 2 - Set Up Block Information
Access via the menu option: the block -> Block Summary To watch a video on how to carry out this process, please click on this video: 4.2.2 STEP 2 - Set Up Block Information Block Details This section contains basic information about the block such ...
4.2.6 STEP 7 - Block Services
Access via Finance -> Set-up -> Block Services To watch a video on how to carry out this process, please click on this video: 4.2.6 STEP 7 - Block Services The Block Services screen displays the relevant services listed against the relevant Block ...
1.1 Welcome to the Blocks Online User Guide
Blocks Online offer a comprehensive and fully integrated suite of web-based block management software with built-in best practice to support Residential Managing Agents and Property Management Companies. The user-friendly online system is ideal for ...
4.2.5 STEP 5 - Set the Opening Balances
Access via the menu option: finance -> setup -> opening balances To watch a video on how to carry out this process, please click on this video: STEP 5 - Opening Balances This screen contains a few sections. Each one is important to get the bock setup ...
4.2.4 STEP 4 - Create Funds and Bank Accounts
Access via Finance -> Set-up -> Funds To watch a video on how to carry out this process, please click on this video: 4.2.4 STEP 4 - Create Funds and Bank Accounts The screen displays the following: Columns: Fund Name - This is a name used in the ...

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5.4.6 Reporting
The Reporting screen is only available for the Management Team / Directors If the Directors Portal is turned on within the settings screen and the Reporting menu is turned on then it will display this new screen: The reports available to Management ...
5.4.5 Directory
The Directory is a repository of contact information for the various units that are part of the block. Portal users can share their contact details like their name or email address. To choose which details to share, the user will have to go to their ...
3.4.14 SCOAP Accountants
This is ONLY for SCOAP users (for more info on this please contact our Support Team: support@blocksonline.co.uk) Accessed via the Workbench -> Finance -> Service Charge Accounts This menu option allows you to add accountants and link them to SCOAP. ...
3.4.15 Service Charge Accounts
This screen allows you to view all the financial year/service charge accounts for all blocks. Accessed via the Workbench -> Finance -> Service Charge Accounts -> Service Charge Accounts The list contains all the financial years for a block and you ...
3.5.8 Open Banking Bank Accounts
The Open Banking function allows you to establish a link from your live bank accounts to the system which in turn automatically imports receipts (payments in). This then creates the import batches for you to process within the Import Receipts screen ...

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