Help - New Palace
All you need to know can be found in here.
Dashboard
Tenant Information
- ★ System Setting - To allow you to archive a Tenant with Invoices Owing
- Change The Date that the tenant pays on - Payment Cycle
- How To Add An Existing Tenant That Is New To Your Company
- How to Archive a Duplicated Tenant
- How to enter a new tenant
- Setting up a Tenant to receipt Rent plus other money that comes through in one Payment in Bank Import See all 9 articles
Healthy Homes Standards | Health & Safety
Palace Tips & Tricks
- Issues with Printing or Browser Issues - Clear Cache and Cookies -
- Improve Performance from your End
- Reversing and Hiding Transactions & Inspection Date Changes
- Create Hyperlinks & File Storage
- Easy Navigation & Refresh Your Reports
- Follow-up Dates on Emails Received into Palace & Save and View See all 8 articles
Properties
Month-End and Mid-Month
- ★ Month End- Based on the Entire Month End Wizard
- ★ Reports to Check Prior To Month End
- Processing Mid Month
- Cannot close-off month-end due to items presented in the wrong month
- Year End Statement (EOFY) - How to Read.
- Why are my stat reports missing a month? Why are my stat reports doubling up See all 12 articles
Transactions
- ★ How do I archive ledgers - How to remove Ledgers I do not use anymore
- ★ Charging an Owner the Let Fee
- Tenancy Invoice Credit to be used for Rent
- Receipting to Multiple Tenant Invoices so comments will show on the Owner Statement
- Tenant Overpaid Rent to be used to pay Tenancy Invoices
- Ledgers explained - Fee, Bond and Restricted See all 41 articles
System and User Set up
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 24 articles
Rent Reviews and Increases
Integrations with Palace - API's
Rent Arrears
Document Workflow (Scanning and Processing)
Key Management
Mail Merge
- List of Mail Merge / Custom View Fields
- How to set up SMS Templates
- Document Templates (Setup 'Centralized' Templates for Multiple Branches / Regions)
- Sending SMS in Bulk
- Palace Liquid: How to create labels in Word (by exporting a list of owners from Palace)
- Bulk Mail Merge - Running A Bulk Email or Print Merge See all 11 articles