3.5.2 Agent Preferences

3.5.2 Agent Preferences

Accessed via Workbench -> Settings
This tab consists of several tabs:
  1. Distribution
  2. Finance
  3. Health & Safety
  4. Standing Order
Distribution

This section allows you to enter in the default printing preferences for demands and credit control.
Here you can also select a separate module on our system called Desktop Mailing which uses a third party printing company called DocMail to process your demands and they will do the printing and posting for you so you don't have to. Please email us on support@blocksonline.co.uk if you wish to upgrade to this module or to just find some more information. 
The letter production will be a future module and this setting will be fully functional then. 

Finance

This section allows you to set the default bank that you use when importing receipts into the system. You can also set the number of days prior to the start date from which you can produce demands for both service charge and ground rent. 

Health & Safety

This section allows you to set the number of days which determine the status of the health and safety assessments on the H&S Dashboard (more info on this KB article: 4.8.4 Workbench - H&S Summary).

Standing Order

This section allows you to decide whether standing order forms can be generated together with demands. This is a global setting and you can also decide within each block if you want to include it. 






    • Related Articles

    • 5.3.2 Agent Messages

      Accessed via the Workbench -> Property Portal -> Agent Messages. This screen will allow you to post a one way message into the Property Portal which unit holders can see. This is often used for events such as office hours during festive periods or ...

    • 2.4 Agent set-up Steps

      Think of this as a check list to follow in sequence in order to get onboarded fully on the system: STEP 1: Users/Staff Setup - These are all the users that will be able to log into the system in order to use it. There is no limit to the number of ...

    • 3.1.3 Agent Management

      Blocks Online provides a number of administrative functions which are typically only required on an infrequent or extraordinary basis. 1. Agent Suppliers - This is where you set your global list of suppliers that can then be linked to the blocks in ...

    • 3.4.2 Agent Bank Account

      Group Bank accounts is a term used to describe one client account which is linked to multiple blocks. This is often the case when all the funds are put into the same account for all blocks so only one account is managed and reconciled. If a group ...

    • 2.2 How to Approach Agent Implementation

      Prior to commencing your implementation you will want to consider how you will approach your implementation. There are a few factors you should consider. These are all just a suggestion and the decision is entirely up to you.  1. Size of Business If ...