Recent Articles
System Parameters - Creating Document Types
This article is part of the System Parameters section. Find all related articles here: System Parameters Document Types allow you to decide which areas of the system certain documents are available from, where they will be distributed to and who can ...
Properties - Green Fees
This article is part of the Properties section. Find all related articles here: Properties Green Fees are an alternative to Paper Fees which you can use to encourage your clients to go paperless. They are set against the Unit Type on the property. ...
The Resource Centre
This article is part of the Resource Centre section. The Resource Centre is a library where you can store resources that your team need to access. Resources will be saved in the folder set in the "Resources Folder" System Setting. Contact Support for ...
Reports - Running Reports and Creating User Reports
This article is part of the Reports section. Find all related articles here: Reports The system includes a variety of built-in reports to help you easily view and analyse information across different areas. You also have the flexibility to design ...
Nominal - Bank Reconciliation
This article is part of the Nominal section. Find all related articles here: Nominal The bank reconciliation is a process that ensures the financial data entered into the system matches the actual transactions in the bank, ensuring the accuracy of ...