4.2 Block set-up Steps
4.2.9 Additional Settings
There are some additional settings that can be set for the block. You may wish to familiarise yourself with each module before you making the changes. Each of these settings are only available if you are subscribed to the additional modules. Please ...
4.2.8 STEP 8 - Ground Rent Collections
Access via the menu option: Finance -> Set-Up -> Ground Rent Collections To watch a video on how to carry out this process, please click on this video: Step 8 - Ground Rent Collections The Ground Rent demands are not based on the budget but rather on ...
4.2.7 STEP 6 - Service Charge Collections
Access via the menu option: Finance -> Set-Up -> Service Charge Collections To watch a video on how to carry out this process, please click on this video: Step 6 - Service Charge Collections This screen has several sections which contain key ...
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 ...
4.2.4 STEP 4 - Create Funds and Bank Accounts
Access via Finance -> Set-up -> Funds To watch a video on how to carry out this process, please click on this video: 4.2.4 STEP 4 - Create Funds and Bank Accounts The screen displays the following: Columns: Fund Name - This is a name used in the ...
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 ...
4.2.3 STEP 3 - Record the Management and Freehold Company Details
Access via the menu option: Menu -> The Management company To watch a video on how to carry out this process, please click on this video: STEP 3 - Record the Management and Freehold Company Details There are three options: ‘Mgmt Company Owns ...
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 ...
4.2.1 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 ...