Demo

Manuals and Videos

| File | To Do | Processing | Billing | End of Period | Reporting|  

Utility | Other | Quick Tips Guides |Troubleshooting Guides |

 


 

FILE MENU

 

Step by step guide to getting a new building up and running

Quick guide to adding a building – Queensland

Quick guide to adding a building – Victoria

Quick guide to Adding a building – South Australia

Quick guide to adding a building – Western Australia

Quick guide to adding a Building – New South Wales

Quick guide to adding a building – Tasmania

Quick guide to adding a building – Australian Capital Territory

Working with Company Title Buildings

Setting Budgets and Striking Levies

Buildings – Financials tab

Buildings – Info tab

Buildings – Dates tab

Buildings – Notes tab

Buildings – Work Orders tab

Buildings – Insurance Claims tab

Fixed and variable charges

Buildings – Alerts tab

Buildings – Log of Changes tab

Buildings – Documents Tab

Buildings – Registers tab

Buildings – Financial Reports

Buildings – Emails Tab

 

Video – Strata Plans and By Laws Documents

How to Enter Opening Balances for a Building

Lots Owners screen

Lot Owners and the Lot Owners Card

How to add and edit Document and Email Templates

Video – How to Create a Standard Email Template

Supplier Screen

Adding Suppliers and the Suppliers Card

Chart of Accounts

Debtors

Contribution Schedules

Documents

Information Certificates – Queensland

Information Certificates – New South Wales

Information Certificates – Australian Capital Territory

Information Certificates – Western Australia

Information Certificates – Tasmania

Information Certificates – South Australia

Information Certificates – Victoria

Bank Accounts

Access Register

Video – Introducing the Access Register


TO DO MENU

 

Diary

Step by step guide to conducting meetings

Guide to who is allowed to vote at Meetings

Meetings voting calculation guide

Insurance Claims

Work Orders

Video – The Diary

Video – Introduction to Work Orders 

Video – Creating a Work Order 1

Video – Work Orders, Recipients Tab


PROCESSING MENU

 

How to Receipt – Processing TXN Files and Deposits

Supplier Transactions

Supplier Payments

Debtor Transactions

Activity Log

Processing Adjustments

Video – How to create a Manual Bank Deposit

Video – How to Process a Supplier Payment Run

Video – How to Cancel a Cheque

 Video – How to Process A To Credit

Video – How to Process a From Credit

Video – How to Process an Inter-Lot Transfer

Video – How to Process a Refund/Reimbursement to a Lot Owner

Video – How to Deal with a Dishonoured Cheque

 Video – How to Cancel Levies

Video – How to record activities using the Activity Log


BILLING MENU

 

Due Notices – Sending Levy Fee notices and debtor statements

Video – How to Process a Due Notice Run

Levies/Fees

Fee Schedules

Utility Invoices

Macquarie Direct Debit

 

Video – How to conduct a Direct Debit run

Video – How to Create Special Levies


END OF PERIOD MENU

 

Cash Book and Bank Reconciliation

Building year end process work flow

Building Year End

Business Activity Statement (BAS) Reporting

Tax Returns

Recommended End of Month Processes Workflow

Video – Building Year End Process Workflow


REPORTING MENU

Reporting


UTILITY MENU

 

Users, Roles and Permissions

Owners Portal

Control Panel

Export Building Data

Mailing Labels

Incoming and Outgoing Emails

Settings

Motions Library

Working with Bing Mailing House

Video – Getting Started with the Motions Library


 

OTHER FUNCTIONS

SMS

Working with Folios

Feature Request Form

Step by Step Guide to closing a building

Video – How to Create a desktop shortcut to PropertyIQ Strata

QUICK TIPS GUIDES

Budgets

Due Notice Run

End of month processes

End of year workflow

Getting a building up and running

Opening Balances

Paying Suppliers

TROUBLESHOOTING GUIDES

Receipting Troubleshooting Guide

Opening Balances Troubleshooting Guide

Templates – Troubleshooting Guide

Budgets Troubleshooting Guide

Financial Reports Troubleshooting Guide

Bank Reconciliation Troubleshooting Guide

Generating Reports Troubleshooting Guide

Levies Troubleshooting Guide

About PropertyIQ

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