System Parameters
System Parameters - Allocation
This article is part of the System Parameters section. Find all related articles here: System Parameters Setting up Allocations allows regular reports to be run on client payments to produce information on what is assumed to have been covered by ...
System Parameters - Accounting Basis
This article is part of the System Parameters section. Find all related articles here: System Parameters Accounting Basis controls how your clients will be billed - either in advance or in arrears. To access the Accounting Basis settings: Select ...
System Parameters - Manage Development Inspectors
This article is part of the System Parameters section. Find all related articles here: System Parameters Development Inspectors (or Property Managers) are set individually on the Development Master tab: You can also make changes in bulk on the Manage ...
System Parameters - Creating Check List Items
This article is part of the System Parameters section. Find all related articles here: System Parameters Check List Items are used in the development Check List tab to create checklists to assist with the development onboarding process. You can ...
System Parameters - Creating Fixed Insurance Types
This article is part of the System Parameters section. Find all related articles here: System Parameters Fixed Insurance Types are used when adding rates to a new fixed insurance policy. See: Insurance - Setting Up a Policy To access the Fixed ...
System Parameters - Manage Credit Control Managers
This article is part of the System Parameters section. Find all related articles here System Parameters Credit Control Managers are set individually on the Development Master tab: You can also make changes in bulk on the Manage Credit Control ...
System Parameters - Creating Payment Types
This article is part of the System Parameters section. Find all related articles here: System Parameters Payment Types are used in conjunction with Payment Type Categories when taking payments through the system. To access the Payment Types settings: ...
System Parameters - Rename In-Tray File Status Types
This article is part of the System Parameters section. Find all related articles here: System Parameters Status Types are used in the main In-Tray screen to organise your scanned documents and invoices, as well as in the In-Tray Management tool, on ...
System Parameters - Creating Journal Types
This article is part of the System Parameters section. Find all related articles here: System Parameters Journal Types allow you to post against nominals. They are used in the Purchase Ledger Transactions screen when making an Apportionment posting, ...
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 permissions 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 categorise 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. ...