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

• ★ 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
• Entering your logo into Palace - Editing or Changing your logo
See all 12 articles

Advertising and Web Uploads

• Images for Adverting - uploading images against a property
• Setting up the Publish area of the Property for advertising

Supplier, Work Orders and Maintenance

• ★ Not all Scanned Invoices are showing in Document Flow - Why?
• Document Flow: Can I scan all my invoices into this area?
• Invoice Priority Processing
• Setting a fixed maintenance fee or reduced fee against a property
• Keeping track of open Work Orders - Running a work order report
• Unpaid Supplier Report
See all 22 articles

Inspection Process

• Setting up Inspections - Scheduling an Inspection

Rent Reviews and Increases

• What rent changes have taken place?
• How to see what rent reviews have been set up
• Creating A Rent Increase
• How to create and process a Rent Review

Integrations with Palace - API's

• Setting up the Fast Connect Integration

Rent Arrears

• How to read Rent Arrears Reports - Summary of Rent Report
• How to read Rent Arrears Reports - Tenancy Details Report
• Communication for Rent Arrears - Sending an SMS Text or Letter
• Rent Overdue Report - Reporting on Rent Arrears
• Rent Arrears Overview - How it works in Palace

Mobile Inspection App

• Transferring inspections back to Palace
• How to use the mobile app
• Transferring information to your mobile app
• Transferring information to your mobile app for the first time
• How to set up an Inspection Disclaimer
• How to set up an Inspection Status
See all 7 articles

Document Scanning and Processing

• Document Flow - Processing the Invoice - Includes Matching
• Document Flow - Approval Tab in Dashboard
• Document Flow - Approvals and Exceptions
• Document Scanning and Processing - Explained

Key Management

• Key reports
• Checking multiple keys In or Out
• Key check in
• Key check out
• How to view the key list and add/edit keys
• Key system defaults

Mail Merge

• 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?
• Mail Merge

Commonly Asked Questions

• Financial Reports - Letting Fees
• Healthy Homes - Recording Heating Types
• I am wanting to close my Month End off early due to Christmas what should I do?
• Property not transferring to any website upon transfer, why is this
• Reset Month End Lock - Locked out of Month End
• How to archive and cancel an old user
See all 15 articles

Diary

• How to upload multiple External Files
• How to set up an Alert
• How to attach an Invoice
• Receiving a text (SMS) message
• How to send a text (SMS) message
• How to process a Reminder
See all 15 articles

Properties

• Archiving a Property - Making a Property Inactive
• Custom Fields - Make your own Fields
• Health and Safety - Recording information
• Duplicating a property
• How to enter a property
• How to Manage Commercial Properties using Palace
See all 7 articles

Transactions

• ★ Charging an Owner the Let Fee
• How to Process a Bond Refund
• Importing the bank statement and Matching
• Customising the Bank Import - Bank Statement download
• Direct Debits for Tenant Invoices - Creating the files to send to the bank
• Direct Debits Rent - Creating File to be sent to Bank
See all 29 articles

Owners

• How to put an Owner on Hold
• Paying multiple Owners on the same Property
• How to create Owner Statement messages
• How to enter Owner Bank Accounts
• How to enter an Owner
• How to process Year End statements

Palace Process Flow Sheets

• Invoicing from Work Orders
• Assigning tenant money to a tenancy Invoice
• Doing a Rent Increase
• Setting A Rent Review - Increase
• Advertising a Property
• Setting up a document template
See all 30 articles