Setting up the custom website
When you first use the Palace Information Centre, you can choose whether the information starts from now or whether you want to send historic information.
- Click on Internet Transfer - on the left hand menu
- Click on Options - (Next to Palace Information Centre)
See below for the breakdown of the company area.
Option Tab breakdown:
Records (Online Size) (1): This area tells you how much data you currently send up e.g In the sample you can see that 9 Owners currently have information being transferred to the web.
Online Upload Options (2): This area allows you to select how long you want the information to stay up on the website. i.e You might want owner statements to stay up for a whole year but transactions to only stay up for 3 months.
Some of the options also offer you the choice of having information prior to your first upload to the website available as well e.g you can upload the previous 6 months of statements if you wish. If you first use the website in October, you might want to backdate statements and invoices for the past 6 months back to the start of the financial year.
All date ranges work from the current date, so if you pick 1 year - the year will go from today's date.
Maintain all "Transactions" for the last ... This refers to all the day to day financial transactions for each Owner, Properties and Tenant, select how long you would like the information to stay on site.
Maintain all "Owners Statements" for the last ... Select how long you would like the statements to stay available to the Owners. By clicking on the details button you can also upload previous statements. (The date range works for both activities)
Maintain all "Invoices / External Documents" for the last ... Select how long you would like the Invoices or any External Documents to stay available to the Owners. By clicking on the details button you can also upload previous Invoices etc. (The date range works for both activities)
Maintain all "Inspections" for the last ... This only refers to Palace Mobile Reports. Select how long you would like the inspections Report to stay available to the Owners. By clicking on the details button you can also upload previous Inspection Reports (The date range works for both activities)
Follow these Instructions for setting up the above
- Choose how long you want each of the above to stay on the website, then Click on details.
- The records that show will depend on the date that you select i.e 6 months. If you don't want everything for 6 months only select the ones you do want.
- Click save.
Once these have been set up, Transactions, Owner Statements, Inspection Reports and Creditor Invoices when attached to an external file will automatically tick themselves as "online"
Document / Newsletter Library: You can upload any document to this area (suggest PDF document) and it will be made available to all the Owners that are registered to use the Palace Information Centre.
To add a document:
- Click on details next to 'Document / Newsletter Library
- Click on Import - find the saved document and click open.
- The document will show in the window
- Close window - This will now go up in the next upload and the document will show on all the owner log ins.
Note: if you want to delete a document, right click the document and click on "delete file"
Site Introduction: This shows on the front page of the Palace Information Centre for all log ins. You can come to this area and update it at any time.
Size Summary: This area shows the size of each section that has been uploaded to the Information Centre. It is totalled in the "Currently Used" area. The total size used may affect your monthly charges for the Palace Information Centre. It must not exceed 2000mb, if it is getting close – Contact Realbase
Theme: Select the theme that you want from the drop down list. You can see the change in the Information Centre immediately by refreshing your webpage.
Logo: You can upload your logo here to show in the Information Centre – The logo should be a JPEG and be no more than 80 pixels high. The length can be determined by you, as to whether you want it to go across the whole screen or not.
Click on the (paperclip) icon, browse to where your logo is kept and click open, then click save
Once all set up – Click on Save.