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• Where allowed, click Click the link beside Bank and add (where allowed)

  • Add the leaseholder's bank details

• • & click Save
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• Where the leaseholder is also the occupier, tick Occupier

If the occupier is different to the leaseholder:

• In the Occupier section, click Select
  Need to search existing contacts/companies before adding new - see 3a above for notes in 3a

1. Access add blocks/units screen At the bottom left of the estate record: Make sureEnsure Block/Units is selected Click	Image RemovedImage Added
2. Create blocks and units Number of units to create - enter number Starting at number - enter unit number to start at Name/address format - select to enter Unit name or Full address then enter  Block - select block from drop down menu or type block name Click Accept and click Yes to proceed The blocks will be added on screen with the units shown underneath (see 2a) Continue adding blocks & units as required	Image RemovedImage Removed
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2a. Blocks and units added		Each block is added with associated units underneath Image Added		Click the arrow icon beside the block name to collapse/expand		Double-click a unit to add/view detail - see step 3
3. Enter unit detail - invoice settings, plus adding leaseholder and occupier details Double-click a unit to add/view detail Image RemovedImage Added Clicking the Name link allows the full address to be used, instead of just the unit number In Invoicing, ensure that this is set correctly (Monthly, Quarterly, Half Yearly, Yearly or Custom) and also tick Include VAT, where applicable In Send by, set up how the leaseholder wishes to receive their invoice (Post or E-mail, or Not Sent) In the Leaseholder panel, click Select Need to search existing contacts/companies before adding new
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title 3b. Adding leaseholder bank details

4. Add additional contacts

The Relationships panel allows additional contact details to be stored for this unit

• Click  and select the relationship type from the list

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5. External sale

The Property Management / Sale panel allows you to add details of how the unit is currently being let/sold

If the property is being sold internally, see step 6

• Ensure External is selected

• Agent: click Select, search Estate Agent company records and add to the record

For properties being sold:

• Sale Status: click Select and select the relevant status

6. Internal sale

Where the current unit is being let or sold by you, a property record may already exist for this unit and can be linked to the unit

From Property Management / Sale panel:

• Click Internal
  The Search Properties window is displayed

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• Depending on whether the property is being sold or let, select Sales or Lettings (top left of search screen)
  The first line of the address is already entered 

• Use the vendor/landlord fields and/or the filter options at the left of the search screen to narrow the search, then click Search

• When found, double-click the property to add to the unit record
  If not found, a new property record can be added by clicking Add 

• Property details and current status are shown in the panel

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  • A link to the property record is also available - see 6a

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6a. Link to property record

• Click the link beside Property (shown

• in step 6) to view the property record

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• The Relationships panel should also contain a link to the estate unit record
  If not, click

• & choose to add

• Estate unit link

• Click Exit button (top right) to return to unit record

7. Charges

In the example shown on this page, charges have not yet been added for this estate (bottom left of screen)

• Once added, they are displayed like this:

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  For information on adding charges and apportioning charges, click here