After registering you will receive a confirmation email containing information about joining the session you have registered for.
Portal for administrators
This portal administrators session shows you how to configure your preferences for documents and financial reports in PropertyIQ; how to register your lot owner and committee/council members and how to configure your preferences in th3 portal.
Portal – user view
The portal user view session gives you an understanding of your lot owner and committee/council member’s view of the portal.
Monthly Release Notes Training
Getting Started with PropertyIQ
An introduction to PropertyIQ that provides an overview of all of the main functions. This session gives you knowledge that you can build on when you attend each detailed training module.
Buildings and Lots
This session takes you through all the functions of the building card, lots and owners. You will learn all the steps required to get a new building ready to add opening balances and also gain understanding of all the information stored in the building and lots cards.
This session builds on the Buildings and Lots session and shows you how to enter opening balances successfully.
How to set budgets, print, accept budgets and strike levies. Settings that affect budgets.
Charges – Fixed, Variable and Activity Log
How to set up fixed and variable charges,and utilise the activity log to generate your management fees.
Learn how to record your key and other access items – swipe cards, remotes and fobs. Record and sell bulk building access items and sign items in and out of your office.
Due Notices and Debt Collection
How to conduct a due notice run to send levy/fee notices, arrears notices and legal notices. Settings that affect due notices.
How to create and process maintenance jobs. Send and accept quotes, send work orders to suppliers.
Supplier Transactions and Payments
Recording Supplier details, how to process supplier invoices and process a supplier payment run.
How to process insurance claims – create an insurance claim, send insurance claim documents and attach work orders.
This session takes you through setting up the global motions library, creating a meeting, generating notices, recording attendance and voting and generating minutes.
How to process adjustments – create and allocate credits, process inter-lot transfers, refunds, bank adjustments, journal transfers, building transfers, cancel levies, cancel unpresented cheques and levy maintenance.
End of Month Processes
All the steps you need to follow for a successful end of month – bank reconciliation, reporting, collecting your management fees and month end reporting.
How to prepare BAS Reports for GST registered buildings.
How to create and edit standard and custom merge document templates and standard email templates.
Macquarie Direct Debit (BIDD)
How to invite lot owners to direct debit and process direct debit billing functions
How to configure incoming email functionality. How to allocate and view incoming emails