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  1. Elevate Support
  2. Getting Started
  3. 10-step implementation plan

10-step implementation plan

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  • The 10-step plan explained
  • 1 - Familiarise with the layout, menus and help
  • 2 - Watch the short sub-5-minute videos
  • 3 - Configure your own agency setup
  • 4 - Set up some basic records
  • 5 - Choose a start or conversion date
  • 6 - Create tenancies, collect rent and deposit
  • 7 - Define your opening balances
  • 8 - Generate statements and make payouts
  • 9 - Reconcile your client bank accounts
  • 10 - Customise your agency's account
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