
Full Trust Accounting
System
-
Automatic
book keeping - no more manual cashbooks or ledger cards
- Fully approved
trust accounting to handle rents, payments, outgoings etc
- System
audit trail makes it easy for auditors to follow
Full Featured
Word Processor
- Use fonts
and graphics to create top quality professional correspondence
- Use the
in-built spell checker for letter perfect documents
- Mail-merge
personalised letters to Landlords or Tenants
- Automatically
send Arrears reminders
- Automatically
produce inspection due notices or lease renewals in advance
Integrated
Property Managers Diary
- Automatic
personal diary keeps track of inspections due, to-do list, arrears,
lease and insurance renewals, sales settlements, rent increases
due, management agreements expiring plus general timed appointments
- Tune the
diary to suit individual manager requirements
- Automatic
diary pop-up each time the system is started is optional
- Produce
hard copies of diary for reference
- Select
viewing of diary for reference
- Select
viewing of diary by day or week at a time
- Personalised
diary with Plan manager to control individual follow-up procedures
Property
Inspection Module
- Perform
and update inspections completed or due from the one scroll
box
- Allows
individual or batch updating of inspection dates with one button
click
Property
Maintenance Module
- Log and
control status of jobs from quote to invoiced and completed
- Produce
job request reports for individual tradespeople
Creditors
/ Tradesmen Accounts
- Record
information about tradespeople for use on statements and job
reports
- Payment
priority levels can be set for all creditors to automatically
allocate owners funds
Landlord
Records
- Unlimited
number of landlords on file
- Up to four
disbursements of any combination of direct cheque, EFT or Group
Banking
- Store 64,000
characters of comments plus personal special statement comments
- Attach
preferred tradesment for maintenance jobs
- 8 contact
phone numbers
- Calculate
commission by up to four methods
- Flexible
and optional charges on Postage & petties, Federal debit
tax, Tradesmen's payments and State receipts duty
Property
Records
- Unlimited
number of property files
- Rental
increases able to be pre-set and automatically calculated
- Rental
periods by week, fortnight, 4 weekly or monthly
- Allocate
Property Manager to property for personal control
- Assign
property to a precinct for specialised reporting by area
- Record
last and next inspection dates plus inspection frequency and
comments
- Track if
management agreements signed and when
- Record
if property is furnished and if so, provide precise inventory
list
- Maintain
full insurance details and policy numbers
- Store information
and contacts for Body Corporate
- Flag property
if pets allowed or when it is ok to re-let
- Track key
number and UBD map reference
Tenant
Records
- Lease start
and expiry dates
- 6 contact
phone numbers
- System
automatically controls paid to dates and part payment balances
- Set up
advanced receipts profile for fast receipt entry
- Maintain
status and location of bond monies
- Set vacate
date of pro-rata rent calculations
- Store bank
book number for direct deposits to trust account plus more....
Advanced
Reporting
- Some of
the reports include: Bank Reconciliation, Daily Banking Sheet,
Daily Ledger Report, Transaction ( Audit Trail ) Ledger, Trial
Balance, Unpresented and Presented Cheques Lists, Arrears, Inspections
Due, Properties Availability, Property Managers Diary, Lease
Expiry plus much much more ....
End Of
Month - Quick And Simple
- Set your
end of month report printing profile and print all reports,
in order, with one click of the mouse
- Automatic
self-balancing bank reconciliation tracks unpresented cheques,
unpresented deposits, direct debits and adjustments
- Setup automatic
profiles for landlord standing charges, system settings, end
of month process and reports
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Property Manager features include:
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- New unique Search all fields search-key makes rent receipting
faster than you have ever thought possible.
- Simply select the property and click once to update paid to
dates, money in trust and print the receipt.
- Property Mangers Diary and schedular
- Fast, simple toolbar icons.
- Totally flexible search facilities on all files.
- Full featured Word processor for sending standard letters.
- Automatic property maintenance and inspections modules.
- Automatic Bank reconciliations and all end of month reporting.
- Standard profiles available to make entry of new landlords,
properties and tenants easier.
- Fully integrated sales trust with complete sales commission
detail report.
- Full functioning calculator.
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