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Getting Started
Information for all Users
4
Information for Trust Accounting & Client Accounting Users
1
Video Library
Getting Started Videos
9
Data Entry Videos
3
General Videos
12
Xero Related Videos
2
Trust / Client Accounting Videos - The Basics
12
Trust / Client Accounting Videos - Advanced
7
Apps
Tenant App
3
Landlord App
2
Property Manager App
1
Xero Integration
Setting up Xero Integration
3
Xero Integration FAQ's
13
Xero Sync Errors
7
Client and Trust Accounting
Trust/Client Account Basics and Set Up
4
Reconciliation
9
Receipts & Banking
4
Disbursements and End of Month
3
Landlord Statements
5
Owner Statement Options
8
Holding Funds for Tenants
2
Bonds and Deposits
10
Fees
4
Cheque Books
3
BPAY for Australian Trust Accounting
4
Trust/Client Accounting Reports
4
Non-Resident Landlord Tax
3
Trust/Client Accounting FAQ's
13
Payment Requests
6
Tax Returns
3
Set Up & Configuration
Managing Company Settings
3
User Settings
9
Manage User Roles
2
General Settings For Properties
7
General Settings For Tenancies
5
Accounting Settings for Trust Account Users
7
Managing Add-ons and Integrations
3
Subscription Plan Details
1
Contacts and Communications
Templates
5
Arrears Rules
2
Inspection Rules
1
General Communications
5
Managing Contacts
10
Notes
2
Available Merge Fields
3
Income and Expense Transactions
Invoicing Rent
2
Invoices
10
Credit Notes
2
Properties
Managing Properties
14
Key Management
1
Maintenance
11
Marketing
0
Landlords
Managing Landlords
7
Owner Groups
2
Landlord Portal for Trust Accounting Users
2
Outgoings (CAM, Operating Expenses, OPEX, Service Charges)
Direct On-Charge
4
Budget by Tenancy
11
Budget by Area
12
Utility Meters
1
Tenants
Adding Tenancies
5
Rent & Outgoings
5
Terms
7
Rent Reviews
4
Occupied Areas
2
Inspections
2
Reports
General Reports
3
Property Reports
8
Tenancy Reports
2
Financial Reports
4
Budget Reports
4
Budget by Area Reports
6
Analytics Dashboard
8
General Features
Dashboard
8
Document Management
5
Tags
7
General FAQ's
10
