5.4.2 My Account

5.4.2 My Account

This screen provides the user with an overview of their service charge and ground rent account. Demands are listed, as are the receipts recorded. Users can print view own account statement.

The top right corner has an option to allow leaseholders to switch to another property they own. They are then able to view the account of the chosen property



NOTE: If the unit holder belongs to multiple units from multiple blocks or even multiple managing agents, then a warning is displayed to make sure that they pay into the respective bank account relevant to the right property:


The 'Switch Property' is only applicable if you have actually logged into the Portal. It will not work when you use the Login as Leaseholder function in the Workbench under the Portal menu. 


    • Related Articles

    • 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 ...
    • 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 ...
    • 4.11.5 How should I record a Director's Loan to the service charge account?

      You can create a ‘Bank Account’ for the ‘Directors Loan’ You can then record an Inter-Account Transfer for the relevant amount from the Director’s Loan account to your regular service charge bank account. The funds will then be shown credited to the ...
    • 4.11.6 How should I handle the payment of a supplier by a leaseholder?

      Load the supplier invoice(s) into the system in the normal fashion. In this way you recognise the expenditure that has been incurred by the bloc Create a ‘bank account’ to represent the leaseholder’s fund Record a receipt from the leaseholder into ...
    • 4.5.1 Allocating a Supplier to a Block

      Before any supplier invoices can be recorded, supplier details need to be entered (see the Workbench: Supplier setup) and the chosen suppliers need to be allocated to the block. Access via the menu option: Suppliers -> Find a supplier  Select the ...