4.2.1 STEP 1 - Block set-up Overview
Before any financial transactions can be processed for a block, key data has to be set-up. We recommend that you obtain a copy of a lease, up-to-date financial records and owner details before you start the set-up process; this will make the job easier.
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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 ...
3.3.1 Suppliers Overview
The Agent Suppliers screen is where you set-up and manage the Suppliers you use for the Blocks which you manage and their expenditure. Access via the Workbench menu -> Agent Management -> Agent Suppliers The screen has column headings which show the ...
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 ...
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 ...