Onboarding

Get Started with PropWorx

Welcome to PropWorx Onboarding

We provide you with up to SEVEN rental & accounting software training and ONE sales training (optional) for FREE during your onboarding within the two months for new signed-up clients. 

Some training may not be required and can be skipped or exchanged for other training depending on your company needs. If you are unsure, please speak to your trainer or client support for advice.

Some training is only required for PRO users as they require access to bookkeeping features. These include: Training 2 – Opening Balances, Training 3 – Bank Import, Training 6 – Generate Payments and Training 7 – Trust-business Transfer.

Below you can schedule a booking, download manuals and watch past webinar trainings videos on the various topics.

Training 1: Create/update rental Files

Learn how to create new rental files, load properties, owners, tenants and everything up to lease details. Quick overview of loading documents/photos.

IMPORTANT: If a data import is being performed, you can book this training once the data has been imported. 

Training 2: Opening Balances for Bank & Tenants balances brought forwards (once-off )

Upload the opening balances for the various bank accounts and tenant opening balances.

IMPORTANT: If this is a brand new bank account opened in the past few months, no bank opening balances needed. We would simply import the bank statement from date it was opened. 

Training 3: Import your 1st bank statement

Learn to import bank statemetns, split-transcations, allocate transactions and process bank statemetns.

Training 4: Load Tenant & Landlord Expenses for invoicing and payments

Learn how to load once-off or recurring expenses for the tenant or owner.

Training 5: distribute your 1st batch of Tenant Statements

We recommend that you book this training closest to the date you would like to send out the tenant statement.

During the next training, the trainer will assist you to process the charges for the new month and show you how to distribute the tenant statement.

Training 6: Generate your 1st batch of payments to Bank

This training will assist you to generate payment batches from the rental received and debit your fees/commission.

Training 7: Generate your 1st batch of fees/commission for transfer

When you are ready, you will be able to transfer your commission/fees generated on PropWorx to your operating business account. We call this function the Trust to Business transfer. We recommend the T-B transfer process is run daily but you will have the option to perform the actual banking transfer when suitable for you.

Sales Admin Training

When you are ready, you will be able to transfer your commission/fees generated on PropWorx to your operating business account. We call this function the Trust to Business transfer. We recommend the T-B transfer process is run daily but you will have the option to perform the actual banking transfer when suitable for you.

Do You need assistance? Why not access our Client Centre?

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