System Parameters
System Parameters - Creating Contact Types
This article is part of the System Parameters section. Find all related articles here: System Parameters Contact Types are used on the Contacts tab in a Development. This is where contact information is stored for individuals or companies that you ...
System Parameters - Creating Insurance Peril Types
This article is part of the System Parameters section. Find all related articles here: System Parameters Insurance Peril Types are used in the Insurance Claims process. See: Insurance - The Claims Process. It refers to the specific cause of loss or ...
System Parameters - Creating Development Roles
This article is part of the System Parameters section. Find all related articles here: System Parameters Development Roles allows users to create new roles (in addition to Property Managers and Credit Control Managers) and assign users to these roles ...
System Parameters - Creating User Defined Fields
This article is part of the System Parameters section. Find all related articles here: System Parameters User Defined Fields (UDFs) allow you to record any additional information that there isn't currently a pre-set field for. For example, you may ...
System Parameters - Creating Meeting Types
This article is part of the System Parameters section. Find all related articles here: System Parameters Meeting Types are used in the Meetings tab on a Development to record details of any meetings held. You can set your own types to meet the needs ...
System Parameters - Creating Standard Descriptions
This article is part of the System Parameters section. Find all related articles here: System Parameters Standard Descriptions are used when entering invoices and Diarised Charges onto the system. Expand for examples of where Standard Descriptions ...
System Parameters - Creating Offices
This article is part of the System Parameters section. Find all related articles here: System Parameters Offices are used to set geographical areas covered by your management company. Developments can be assigned to an office, and you can then filter ...
System Parameters - Creating Purchase Ledger Accreditations Types
This article is part of the System Parameters section. Find all related articles here: System Parameters Purchase Ledger Accreditations Types are used in the Accreditations tab on Purchase Ledger accounts. They allow you to record what certification ...
System Parameters - Creating User Groups
This article is part of the System Parameters section. Find all related articles here: System Parameters User Groups are used to group together a set of permission based on a specific job role. These can then be assigned to users to determine what ...
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 ...
System Parameters - Creating Payment Type Categories
This article is part of the System Parameters section. Find all related articles here: System Parameters Payment Type Categories are used when setting Payment Types and taking payments through the system. To access the Payment Type Categories ...
System Parameters - Creating Apportionment Fees
This article is part of the System Parameters section. Find all related articles here: System Parameters Setting Up Apportionment Fees To apply an admin fee when processing property sales, you must first set up Apportionment Fees. There may already ...
System Parameters - Creating Priority Codes for Jobs
This article is part of the System Parameters section. Find all related articles here: System Parameters Priority Codes allow you to set the time frame within which jobs must be completed. This information is passed on to the contractors, enabling ...
System Parameters - Creating Memo Types
This article is part of the System Parameters section. Find all related articles here: System Parameters Memo Types enable you to categorise memos systematically based on their purpose or subject matter. This ensures that all recorded memos are ...
System Parameters - Creating Nominals and Bank Nominals
This article is part of the System Parameters section. Find all related articles here: System Parameters Nominals A Nominal is a ledger account used in accounting systems to record and categorize financial transactions. To create a new Nominal: ...
System Parameters - Creating Charge Headings, Charge Types and Budget Headings
This article is part of the System Parameters section. Find all related articles here: System Parameters Charge Headings Charge Headings group multiple Charge Types, allow you to assign a priority, and determine the order in which they appear on the ...
System Parameters - Creating Charge Date Codes
This article is part of the System Parameters section. Find all related articles here: System Parameters Charge Date Codes are essential for linking developments and billing dates throughout the system. Each development, as well as each charge or ...
System Parameters - Creating Job Types
This article is part of the System Parameters section. Find all related articles here: System Parameters Job types enable you to categorise contractors by their areas of expertise, making it easier to locate contractors based on the required service. ...