Sign up and join our weekly webinars. Every Thursday at 11am, we host webinars with live Q&As tutoring different aspects of the software.
Frequently featuring a guest host which might be a solicitor, accountant, surveyor etc offering industry advice which can count towards your CPD.
Subscribe for £50 + VAT pcm. If you would like to (we don’t think you will!) you can cancel at any time. If you can’t attend at 11am they are saved to the webinar hub for you to watch later.
Property Manager
25th of July Common queries 2: Bank accounts, User and Suppliers
Bank accounts
– Why do I have duplicate transactions? One says transaction and the other says ledger (switching from manual to online)
– I am trying to import transactions but they will not go through. (are they duplicates?)
– Why do I have duplicate transactions? One says transaction and the other says ledger (switching from manual to online)
– I am trying to import transactions but they will not go through. (are they duplicates?)
User
– I can’t see any blocks (check the user is highest role)
– I have deleted something HELP
– I have imported a lot of things wrong HELP how do I delete a lot of things?
– I created a category but I can’t find it
– I have deleted something HELP
– I have imported a lot of things wrong HELP how do I delete a lot of things?
– I created a category but I can’t find it
Supplier
– How do I record a credit?
Accountant
1st of August Dashboards for Everyone (Agent, Leaseholder and Director)
– What each area does and how to keep the data clean so that it shows effectively (For example: ensure you type the full address in the ‘Edit’ button to make sure that the block appears on the map. Make sure to also assign a property manager so that you can see it when you hover over in the map OR make sure to reconcile regularly to keep the bank accounts looking accurate)
– Breadcrumbs and why they are a fast track around Resident
– The description area above the page and how it allows you to keep track of where you are at all times.
– Details of Leaseholder and Director dashboard
Administration
8th of August – Agency Imports
Overview of what and how can be imported in Resident from Settings
CPD
15th of August – New reports Trial Balance, Income vs Expenditures and Forecast analysis and amendments to Debtors and Aged Debt report
Walk-through all 3 reports. Might also amendments to the old reports.
