Recent Articles
Reports - Report for Checking a Client's Last Payment Date
This article is part of the Reports section. Find all related articles here: Reports To check the most recent date a client has made a payment, you can create a user report: Go to Reports > New Report. Select the category Client. Set the focus to ...
How to Contact a Company You're Linked to
This article is part of the Blockworx Basics section. Find all related articles here: Blockworx Basics Your account in Blockworx is linked to one or more property management companies. If you need information such as reference numbers for required ...
How to find a Reference Number
This article is part of the Blockworx Basics section. Find all related articles here: Blockworx Basics Reference numbers are essential in Blockworx. They allow jobs and invoices to match automatically, saving you admin time. Where Reference Numbers ...
Clients - Deleting Personal Information (GDPR)
This article is part of the General section. All clients have the right to request the deletion of their personal data in accordance with the GDPR "Right to be Forgotten". You can delete data for clients that have exited and have no outstanding ...
Client Payment Allocations
This article is part of the Client Payments section. Find all related articles here: Client Payments Setting Up Allocations See: System Parameters - Allocation The Allocations process allocates client payments against charges, based on the priority ...