3.5 Settings
3.5.8 Open Banking Bank Accounts
The Open Banking function allows you to establish a link from your live bank accounts to the system which in turn automatically imports receipts (payments in). This then creates the import batches for you to process within the Import Receipts screen ...
3.5.7 Tickets
Accessed via Workbench -> Settings This tab allows you to control the settings relating to the Ticketing module and the Quotation/Work Order settings. Here you can create your own ticket types and then also determine the order it appears when ...
3.5.9 Group Bank Accounts
Accessed via Workbench -> Settings This tab allows you to create 'group' bank accounts/funds. These are funds where money is collected into from more than one block. If you click on 'Add', then a pop up modal is shown which allows you to enter the ...
3.5.8 Quotation and Work Order
Accessed via Workbench -> Settings This tab allows you to alter the details relating to the quotations and work orders which can be generated from within the tickets screen. The custom text created here, is reflected when raising quotations and work ...
3.5.6 Property Portal
Accessed via Workbench -> Settings This tab allows you to alter the details related to the Portal. There can be different Portal settings for each branch: Here you can change the colour scheme of the Portal and all the other details within the ...
3.5.5 Branch
Accessed via Workbench -> Settings This tab allows you to create different branches for your company. Each branch can then be customised. You can have different branch addresses and different email addresses to use. In the block area within a block, ...
3.5.4 Organisation
Accessed via Workbench -> Settings This tab has 4 sections: Users Supplier Invoice Authorisation Security Email Templates Block Packages 1. Users This section allows you to add new users as well as edit existing users. When adding users on the ...
3.5.3 Health & Safety
Accessed via Workbench -> Settings This tab allows you to create the health & safety assessments. NOTE: There is a Reorder button as well but this is purely for this tab and not the block area. You can [Add] a new assessment and this will then ...
3.5.2 Agent Preferences
Accessed via Workbench -> Settings This tab consists of several tabs: Distribution Finance Health & Safety Standing Order Distribution This section allows you to enter in the default printing preferences for demands and credit control. Here you can ...
3.5.1 Settings Overview
Accessed via the Workbench -> Gear/Cog icon on the top right hand side. These are all the global settings for you as the managing agent on the system. It is not ideal to have everyone access this screen and should really be looked after by someone ...
3.5.11 Chart of Accounts
To access the Chart of Accounts settings go to: Workbench > Agent Settings(cog) > Chart of Accounts(tab) - (see screenshot below) These are all the services that are associated with the budget but also provide the list of default services that will ...
3.5.10 Data Extract Service
This function does come with a charge which is detailed below in the pricing. Please be aware when switching on. As part of our standard Disaster Recovery service which is included in your Blocks Online (BOL) subscription agreement, back-ups are ...