For Managing Agents

Content

Building Document Library Creating a Posting Deleting a Posting Type of postings Making your Posting a Vote Direct mail

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Requests

Accounting Data Change Thresholds Requests Create a request in the New Dwellant UI Search Filter for Requests How to link/unlink requests Bulk Creating Requests

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Work Orders

RAMS upload and approval process What are Work Orders? Zero Value Work Orders Work Order Approval - Set up Work Orders Approval - What to expect

Contracts

Cancelling Contracts Cancel a contract Contract Statuses Adding a contract (New UI) Uploading contracts Creating and Editing contracts

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Planned Maintenance Events

Planned Maintenance Events (PMEs, previously known as Repeated Events) Viewing your Planned Maintenance - New UI Dwellant PME - Message Template Adding a batch of Planned Maintenance Events Planned Maintenance Informal requests Adding single events PME (Classic Dwellant)

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Message templates

Add message templates

Getting your Building live

Set Up a New Building in TRAMPS for Sync to Dwellant Problems with TRAMPS Sync Adding a building when not linked to an accounting package Steps to setting up a building Part 1 Steps to setting up a building Part 2 Sending Invites to all residents at once

Building's settings

Adding a user How to Modify Expense Types Auto closure of Contracts or Requests by cleanup jobs Move Users Tool Link external tenant reference ID for a leaseholder Key building Services

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Buildings for the onsite team

Adding an Additional Unit to a User Add a new unit Adding a Posting Building Calendar Cheat Sheets Impersonating a user

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Calendars

Copy Event Calendars Create and Manage an Event Calendar Linking calendar to a posting Booking History Regular Weekly or Monthly Bookings Setting up a facility calendar

Invoice Handling

Invoices in 'Require Attention' status Configuring Dwellant for inbound Invoice delivery External review of invoices and download options Downloading a full invoice history Downloading 100 invoices Downloading a single invoice

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Loading Invoices as a Mangaing Agent

Troubleshooting the Invoice HUB Introduction to the Invoice HUB Invoice Reading for Managing Agents Batch Scan - Bulk in house Invoice upload Batch Scan (part 2) - Splitting and index

Invoice Processing Application (IPA)

Role Based Invoicing Building approval steps Adding a user with Sage 50 Spending Warnings - S20 The IPA in detail Completing the IPA

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Contractor Managers

Setting up a contractor Approving Contractors Adding Groups to a Contractor Document Status / Adding Documents

Legal Packs

How to set up legal packs Creating and Sending a Legal Pack

End of Service

How to switch a building between Managing Agents Customer guide - What to expect when switching a building Complete loss of management, new agent is not on Dwellant Complete loss of management, new agent is on Dwellant How to extract building data

eCommunications

What are ecommunications? Ecomms - setup Resident's e-billing preferences

Online Payments

Payments Online

Xero

Creating service charge demands Xero Connection Xero data displaying in Dwellant Xero - Adding (and removing) users in Dwellant Xero - Adding a Building to Dwellant Xero - Adding a Contractor

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