Adding Data

Setting Up Your Bank Feeds
This very short article will guide you through the quick process of setting up Bank Feeds Resident Bank Feeds give you the option to synchronise account...
Wed, 6 Mar, 2024 at 3:55 PM
Adding Category to Resident
This article explains how to add a new category to Resident and then how to make it available on a specific block.  Categories can be configured on mult...
Mon, 15 Oct, 2018 at 11:36 AM
Using The Invoice Cover Letter Feature
This article will explain how you can set up and use the new cover letter option now available in Resident. A cover letter allows you to add another let...
Thu, 14 Jan, 2021 at 5:10 PM
Inputting Your Agency Details
Inputting Your Agency Details When you first log in to Resident all settings will be default and the details for your own company will need to be input ...
Thu, 25 Oct, 2018 at 4:59 PM
Using Resident
Step 1: Inputting Your Agency Details When you first log in to Resident all settings will be default and the details for your own company will need t...
Mon, 14 Jan, 2019 at 1:19 PM
Adding An Invoice Group
Adding An Invoice Group Before we create an invoice group we need to make sure we have a schedule set up to distribute the amounts up correctly as per t...
Tue, 30 Oct, 2018 at 10:36 AM
Adding New Blocks
Adding A New Block Adding a block on Resident is a 7-step process (most of which can be skipped if not needed): Block details (Mandatory) Creat...
Tue, 30 Oct, 2018 at 11:57 AM
Works Order Manual
This article aims to give you a complete overview of the Works Order process which you can access from the Maintenance section on each of your blocks.  ...
Tue, 12 May, 2020 at 1:14 PM
Importing Units And Owners
Importing Units And Owners There are two ways to add units to Resident: Importing Adding manually PLEASE NOTE: If you want to import opening ...
Wed, 17 Nov, 2021 at 12:24 PM
Manually Adding/Amending An Opening Balance
Manually Adding/Amending An Opening Balance To amend an existing balance or add a new opening balance to an existing Leaseholder statement we first n...
Tue, 27 Nov, 2018 at 10:10 AM