10-step implementation plan
- 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