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  1. Welcome, MRI Palace Support Centre
  2. On Boarding New Clients

On Boarding New Clients

This is a self-help area for new clients with implementation information, video tutorials, and help files designed especially for your implementation journey with Palace. Remember to touch base with the training team should you need any assistance. You will notice different types of tutorials as we update our training system.

Your Palace Journey

  • Initial Database Setup
  • Training Expectations
  • Frequently Asked Questions
  • Training vs Support
  • Opening Balances

System Setup

  • Setting up to pay Bonds by Direct Credit
  • List Defaults - Diary Groups
  • Setting up Custom Fields for Owners, Properties and Tenants
  • Email Templates
  • Document Templates: Add, Edit, Duplicate
  • Inspection Template (Setting up your Master Template)
  • See all 9 articles

Users

  • Adding a New User

Entering Profiles

  • Adding an Owner
  • Adding a New Property
  • Adding a New Tenancy
  • Adding a Supplier

Diary and Correspondence

  • Adding an External File

Inspection App

  • Pink Palace Liquid Inspection App

Financial

  • Processing your First Bank Import
  • Processing your Bank Import after matching
  • Bank Reconciliation
  • How to Reverse a Rent Receipt
  • Entering a Tenant Invoice
  • Ledgers

Training Videos

  • Watch Recorded Webinars
  • Register for a Live Webinar

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