Administration

From the 'Administration Menu', you may:

•  Customise Property Manager including standard letters

•  Setup the automated Reminder System

•  Remove properties from Property Manager

•  Backup your Property Manager data

•  Restore Property Manager data   

•  Secure Property Manager with a logon password

•  Network Property Manager

We have included a number of screen shots to give you an idea of how the features work.

From the 'Administration Menu', select the option you require:

Customise Property Manager

If you wish to generate specific reports (e.g. tell me how much I spent on roof maintenance last year), you may customise any of the property, expense, supplier or insurance types, to allow for this type of detailed reporting.  In addition, this option allows you to customise standard letters as well as the Reminder Alerts.

My Company Details

This screen holds your trading name, address and contact details.  These appear on all standard letters that are generated automatically.  This screen is also used to Activate Property Manager.

Delete a property from the Property Manager database. 

If you have sold a property, you may wish to remove any related records from Property Manager.  As illustrated below, simply select the property you wish to remove and click on the dustbin.  Note that if you wish to keep the property transactions, you should tick the appropriate box.

To Backup Property Manager, simply select the full or partial backup, as detailed below:

To restore a backup file, simply click on the restore button.

Enter of Update VAT Rate

Property Manager can manage your VAT tax on income and expense.  Use this screen to record the tax percentage.

Secure Property Manager with a logon password

To secure your data, set a logon password to Property Manager.  Note that this feature is accessed from the drop down Administration menu.

To set the password, simply enter the password in the box below - you will need to enter the password twice to ensure you have not mistyped the password.

Once the password has been set, Property Manager will request the password before allowing anyone to enter the application.