Help - New Palace
All you need to know can be found in here.
Palace Tips & Tricks
Month End and Mid Month
- ★ Month End Wizard - This is based on the whole default Wizard
- ★ Reports to Check Prior To Month End
- Year End Statement (EOFY) - How to Read.
- Why are my stat reports missing a month? Why are my stat reports doubling up
- How does the Net Off Function work?
- Running Owner Statements for Month End See all 9 articles
System and User Set up
- ★ Adding an User Email Signature
- ★ Setting up for Charge Owner Letting Fees
- Entering a New User - Setting up Log in Details
- How to set up Out of Office Auto Reply for your Palace Email
- Changing the default Owner statement type in the system
- Moving a Portfolio from one Property Manager to another See all 13 articles
Advertising and Web Uploads
Supplier, Work Orders and Maintenance
- ★ Not all Scanned Invoices are showing in Document Flow - Why?
- Supplier Troubleshooting - Supplier paid but Invoice needs reversing. Paid incorrectly
- Supplier Troubleshooting - Wrong Property charged but correct supplier and supplier already paid
- Setting up Document Flow (property management company is the supplier)
- Document Flow: Can I scan all my invoices into this area?
- Invoice Priority Processing See all 25 articles
Inspection Process
- Out of Memory Error when Sending out Inspection Reports
- How to Save Photos Off An Inspection Report
- (New) Liquid Palace App Services
- My Inspection Report won't print - PDF File error
- Processing the Inspection - Charging and rolling the inspection over
- Preparing the Inspection Notification letters in Bulk See all 9 articles
Rent Reviews and Increases
Integrations with Palace - API's
Rent Arrears
Mobile Inspection App
Document Scanning and Processing
Key Management
Mail Merge
- Bulk Mail Merge - Running A Bulk Email or Print Merge
- How to use templates to send a single letter/email
- Setting up a new Document Template
- Deleting and Adding merge fields into Document Templates
- Adding a Letterhead or Logo to a Document Template
- How do I export Mail Merge Labels from Palace to Word?