Knowledgebase

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

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Adding Data 30

• Setting Up Your Bank Feeds
• Adding Category to Resident
• Using The Invoice Cover Letter Feature
• Inputting Your Agency Details
• Using Resident

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Managing Data 27

• Maintenance Details
• Insurance
• Statement - How to unreconcile payment
• Arrears Section - Overview
• Stage 1 'Tame your utilities' project

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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 3

• Extract Contacts to Mail Merge
• BACS Extracts
• Bulk Download of Custom Invoices

Reports 10

• End of Year Reports
• Leaseholder Property Enquiries - LPE1
• Income vs Expenditures
• Trial Balance
• Budget Vs Expenditures (Excel)

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Communication 9

• Ticketing: Agent Actions
• Mail Merge - Manual
• Sending And Receiving Messages
• Mail Merge example case study
• Ticketing Functionality

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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 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 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

FAQ 0

Getting Started 0

Training and advice 0

Dhub 1

• Setting Up DHUB (Data Hub)