4.11.14 How do I set up and manage standing order forms?
Workbench Activation
Monthly payments can be supported via standing orders. To enable this, the agent (superuser)will need to activate the standing order option in the Workbench agent settings.
Accessed via Settings -> Agent Preferences -> Standing Order
This will allow standing orders to be enabled on a per block basis from within the required block(s).
Within the settings, the agent can also define the default number of payments and whether to include the balance brought forward amounts.
Block Area
Once the step above is completed, standing orders can be enabled for individual blocks via the Service Charge Schedule screen.
Accessed via Finance -> Set-up -> Service Charge Collection
Demand Production
The next step is to include a standing order with the demands generated from the Summary screen.
Accessed via the Fee Collection Summary screen when you produced scheduled or ad-hoc demands.
Once the demands are generated to the Distribution Manager, they will include a standing order form with the appropriate amount, which can be reviewed and amended at this stage.
A copy of a standing order form template can be downloaded from the block reports.
This is accessed via The Block -> Block Reports
NOTE: This will not have a breakdown of balances as it is just a form and can be used to download and send to the leaseholder so they can set up a standing order themselves.
Related Articles
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 ...
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 ...
3.4.8 NatWest Bankline Account Set
If you use NatWest's Bankline system to manage multiple bank accounts, you can export the transactions in those bank accounts using the Account Set feature. Once transactions have been exported they can be imported to Blocks Online using the Import ...
4.11.1 How do you manage the Reserve Fund?
The Blocks Online system allows the management of reserve funds separately from service charge funds. In order to use this facility the following actions need to be taken: A reserve fund bank account needs to be created. Access via the menu option: ...
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 ...