Owner Portal

The Owner Portal is an area where the Owner of the property can log in and see certain information pertaining to their property.

Please note: This portal is getting an update in 2021, we have written the specs so watch this space

Every time something is updated in the Palace Software it is then uploaded to the Owner Portal, so the information is live time.

Once an Owner has had their user name generated, they will receive an email asking them to set a password, then the screen will change to the log in screen, enter in their user name (which is their email address) and then the password they have just set.

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Click on Login

News/Library

This is the welcome screen, if they have more than one property, they can click on the select accounts (top left hand corner) and select the property they want

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Owner Details Tab

This holds all the Owner contact information and bank account details. This is ideal for the Owner to check to make sure the information is correct.

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Statements

At the end of every month (or mid-month, depending on the office) a statement is produced and it will upload to this area, it can be saved or opened by clicking on the file icon

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Portfolio

Information on the commission charged and the properties that are being managed

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Transactions

Every transaction that happens in a 3 month period is recorded here, receipts, invoices and payments.

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Diaries

This area can contain copies of Supplier Invoices, Inspection Reports, diary notes, and any other information that the Property Manager uploads

If it is a file, it can be opened or saved by clicking on the File Icon

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