Our Training is divided into two full days for Admin and Accounting. PropWorx Lite users would only require Admin training. PropWorx Pro users are recommended to attend both Admin and Accounting Training days.
Due to Covid-19 Restrictions, there are limited seats available. Delegates will also be required to bring their own laptops for training. Stationery will be provided to delegates.
Day 1: Admin Training
Following topics to be covered:
- Correspondence: Email & SMSING, Create Email & SMS Templates, PropWorx Codes, Log a Phone Call Note.
- Create A New Rental File, Property, and Person.
- Loading and Managing Owner & Tenant Expenses & Fees.
- Managing the Tenant Statement and bulk charges processing
- Distribute Tenant Statements,
- Manage Arrears & load Legal record
- Repairs & Inspections
- Load Document & Media files
- Document Manager
- Reports & Dashboards
- and more
Day 2: Bookkeeping Training
Following topics to be covered:
- Overview of Day-To-Day Bookkeeping Process
- Import Bank Statement, Bank Reconciliation, Manual Transactions
- Journals
- Submit, Authorise & Generate Payments
- Manage Expenses
- Create Fee Accounts and Pre-defined Fees, Load Fees & Commissions, Reverse Fees
- Trust to Business Transfers
- Owner Statements
- Accounting Reports
- Company Reports
WHAT CAN BE EXPECTED FROM THE TRAINING:
- Experienced Trainer
- Small dedicated groups (less than 20 people)
- Laptops & Manuals provided for training
- Interactive Session - you will be able to practice many features yourself
- Drinks and finger foods on Arrival & Breaks as well as a delicious Lunch
WHAT IS INCLUDED:
- Arrival & Mid Morning Drinks & Snacks as well as Lunch
- Printed Training Manuals
- Individual Laptops for practical training*
- Certificate of Completion for EAAB non-verifiable CDP points
*Due to Covid-19 Restrictions, there are limited seats available. Delegates will also be required to bring their own laptops for training.