Resources

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An introduction to PropertyIQ that provides an overview of all of the main functions. This session gives you knowledge that you can build on by viewing each detailed information page.

This page guides you through the portal administrator’s role, including all the steps to get up and running with the portal. You can also view the portal from a lot owner/committee member’s perspective here.

Release training coming soon.

Need help? Check out our manuals and videos.

Keep up to date with our release notes.

Used as a starting point for new staff members to learn how to navigate PropertyIQ.

This page shows you all the functions on the building card. You will learn all the steps required to get a new building ready to enter opening balances and also gain an understanding of all the information stored in the building cards.

This page takes you through all the functions on the lots screen and the information on the lot card. You will learn all the steps required to add new lots to PropertyIQ and gain an understanding of all the information stored in lot cards.

Locking opening balances is an important step that must be conducted for every building once the building details and lot details have been entered. This page guides you through all the areas you’ll need to consider before locking your balances.

Learn how to configure Macquarie Direct Debit, how to invite lot owners to participate and how to conduct a direct debit run.

Templates allow you to merge data from PropertyIQ into documents, forms and letters. This page shows you how to create standard and custom merge templates and standard email templates.

The adjustments function is where you make alterations for altered circumstances or to correct errors. Learn how to transfer an owner’s credit from one levy to another; transfer credits between lots; create journal transfers; cancel cheques; create bank account adjustments, cancel levies; edit levies and edit supplier transactions.

Debt collection V2 allows you to customise your due notice and debt collection settings at a global, building and lot level. This page shows you how to configure and generate due notices, arrears notices, final notices and legal notices.

How to configure and manage incoming emails to store information in PropertyIQ. How to configure outgoing emails to send and store information in PropertyIQ.

Configuring budget settings. How to process a proposed budget, accept a budget and strike levies. BMC Budget processing.

How to process maintenance jobs, call for and accept quotes and track maintenance progress.

Suppliers are the creditors that invoice buildings and subsequently receive payments from your building’s funds. This page shows you how to add and manage suppliers, record supplier invoices and make bulk payments via ABA or BPAY files.

This page shows you how to create and process an insurance claim, create insurance claim templates, send insurance claim notices and print an insurance claims register.

There are different types of charges and fees in PropertyIQ.  This page shows you how to configure fixed and variable charges on the building card, how to create, log and charge for activities.  Importing activities and activity log reporting.

BAS Reporting takes you through all the steps required to process BAS reports, generate journal transfers to clear the GST accounts, process BAS payments and refunds and process BAS reconciliation journals.

The motions library page shows you how to create a library of motions that can be utilised in the meetings function to streamline your meeting notices and minutes.

Once you’ve created your motions library, this page shows you how to manage a meeting from end to end, including notice and minutes generation, recording attendance and voting.

All the recommended steps to take at the end of each month; process your fees, bank reconciliation, send any due financial reports.

How to record and track different types of access items – keys, swipe cards, fobs etc. How to record master set stored in your office. How to sell access items for individual lots.