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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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 ...
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 menu option: Agent Management -> Agent Suppliers: Agent Suppliers home page: The screen has column ...
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 ...
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 ...
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 ...