Buildings

Getting Started with Buildings (3.5 mins)

• The Building screen
• Building terminology for different states
• How to sort and filter
• How to export
• What does the legend mean?

Adding a building (3.5 mins)

• Data entry 
• Differences between states and territories

Dates tab (2.5 mins)

• Financial year
• Next AGM
• First AGM
• Last AGM
• Levy/fee year start
• Levy/fee frequency
• Pre-issue
• Date registered
• Date built
• Date acquired
• Date resigned

Charges on the building card (5 mins)

• Fixed charges
• Variable charges
• What triggers each variable change?

Buildings – Settings (5.5 mins)

• Adding a bank account
• Tax settings
• Original Proprietor
• Auditor
• Utility Invoicing
• Owner Interest
• Levy Discount
• Parking
• Onsite Manager
• Caretaker

Working with contribution schedules (5.5 mins)

• What is a contribution schedule
• Adding a new contribution schedule
• Setting units of entitlement, units of liability and interest entitlements for schedules

Bank Accounts (3.5 mins)

• The bank accounts screen
• How to add a main bank account
• How to add an investment bank account

Working with Folios (1.5 mins)

• Introduction to folios
• How to add a new folio
• Folio suppliers
• Attaching a folio to a building
• Folio specific user roles

Introduction to the Info tab (1 min)

• Overview of the Info tab

Committee (6.5 mins)

• Committee card
• Emailing
• Mail merge
• Mailing labels
• SMS

Tradespeople (1 min)

• Recording preferred tradespeople
• Printing preferred tradespeople

Insurance (3.5 mins)

• Adding an insurance policy
• Adding cover
• Insurance valuation

Investment Accounts (30 sec)

• How to attach an investment account to a building
• How to view an investment account from the building card

BMC, Community Associations and Precinct Associations

• Recording the details of  a BMC, community association or precinct association the building has to pay levies to

Financials (3.2 mins)

• Bank balance
• Trial balance
• Owner positions

Notes (1 min)

• Viewing an existing note
• Adding a new note
• Printing notes

Documents on the building card (9.5 mins)

• Viewing building documents
• Publishing documents to the portal
• Emailing a document
• Printing a document
• Downloading a document
• Configuring cover pages for notices
• Configuring attachments for notices

Registers (4.5 mins)

• Assets Register
• Authorisations affecting lots
• Common Authorisations
• Compliance Register
• Exclusive use allocations/Common property rights by-laws
• Funding proposals
• Lot Authorisations
• Unregistered by-laws

Building card alerts (1 min)

• How to add and edit alerts

Work orders and insurance claims (1 min)

• Viewing, adding and editing work orders from the building card
• Viewing, adding and editing work orders from the building card

Emails (3.5 mins)

• Viewing and forwarding outgoing emails
• Viewing and forwarding incoming emails

Log of changes (25 sec)

Financial Reports (2.5 mins)

• How to print and export building financial reports