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Knowledge base
Setting Up
Setting Up
23
Logging in to Resident - Google or Facebook account
Overview of the Global Dashboard
Basic navigation using menu bar and side panel
Lists
Block Details
View all 23
Adding Data
Adding Data
30
Setting Up Your Bank Feeds
Adding Category to Resident
Using The Invoice Cover Letter Feature
Inputting Your Agency Details
Using Resident
View all 30
Managing Data
Managing Data
27
Maintenance Details
Insurance
Statement - How to unreconcile payment
Arrears Section - Overview
Stage 1 'Tame your utilities' project
View all 27
Release notes
5
Works Orders - Changes to S20 - 23/07/2022
Mail Merge Changes - Custom paragraph and new preview - 30/07/2021
Automatic Fees on Arrears
Supplier Insurance Date
Internal Transfer
Exporting Data
Exporting Data
3
Extract Contacts to Mail Merge
BACS Extracts
Bulk Download of Custom Invoices
Reports
Reports
10
End of Year Reports
Leaseholder Property Enquiries - LPE1
Income vs Expenditures
Trial Balance
Budget Vs Expenditures (Excel)
View all 10
Communication
Communication
9
Ticketing: Agent Actions
Mail Merge - Manual
Sending And Receiving Messages
Mail Merge example case study
Ticketing Functionality
View all 9
User Profiles & Access
User Profiles & Access
6
Agents and Company Contacts
Supplier Contacts
Creating a new user
Personal profiles and method of contact
Inviting Your Leaseholders and Directors to Resident
View all 6
Templates & Customisation
Templates & Customisation
7
Creating a Header and Footer
Checklist templates
Creating And Editing Message Templates
Using The Freehold Property Invoice Feature
The Three Invoice Template Types
View all 7
FAQ
FAQ
4
GDPR FAQs
Can my user log in?
How to allow a user with the Director role to message Leaseholders
Adding default account - Mail merge/Arrears letters
V2
FAQ
0
Getting Started
0
Training and advice
0
Dhub
Dhub
1
Setting Up DHUB (Data Hub)