SleekTech LTD
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Solution home
General
Properties
18
Change address of a building or a property
Manage property status
Difference between properties and buildings
Delete a property
How to attach documents to your property
View all 18
Tenants
67
How To Create A New Lease
Tenants contact details list
How to send emails and letters to multiple tenants
How to allocate rent paid in advance
Apply rent payment to multiple invoices
View all 67
Landlords
14
Export owner transactions
Fixed management fee- not reliant on rental income
How to change the commission fee for a landlord.
How to change the commission fee for multiple landlords.
How to change the landlord of property
View all 14
Landlord Statements
20
How to create landlord/owner statements
Getting to know your Owner Statement
Statement Start Dates and Numbering
How to delete or amend a landlord statement
How to include all invoices as attachments to statement
View all 20
Landlord Reports
2
How to create a bulk statement for an owner with a specific time period
How to use the Analyse feature
Suppliers
11
Compensation From A Supplier For A Property
Expense description on the owner statement
How to create a remittance advice
How to import suppliers
How to inactivate a supplier
View all 11
Notes, Tasks and Reminders
4
How to add attachments and emails
How to setup email notifications
How to create notes, tasks & reminders
How to add owner and manager notes on statements
Maintenance
8
How to add expenses to a maintenance job
How to adjust default days scheduled for maintenance
How to enter a maintenance job
How to enter a maintenance job through the web portal
How to manage maintenance jobs in bulk
View all 8
Manager Reports
4
Generate VAT return
View managing fee total for period
View owners balances
Why are some transactions Z rated on the VAT return.
Managers - Personal Company
11
Creating a Company expense - Recording a Manager expense
External management company - Income and expenditure
How to change manager contact details
How to change manager for multiple properties
How to change your logo
View all 11
Letters, emails and SMS
13
How to design customised templates for email and letters
How to refresh all letter templates
Change date and number formats
Change letter document name
How to create a default header and footer
View all 13
Installation and updates
1
How to check your SleekTech version number
Expenses
23
Change property of expense
Commission on expenses
Create a property expense
Create a refund for a supplier expense
Create a refund for overpayment to supplier
View all 23
Certificates & Compliance
9
Add a new certificate type - Default certificate list
Certificate Renewal
How licensing works
How to add or remove a certificate option on the compliance tab.
How to change multiple properties to a different council and/or ward
View all 9
Banking
28
Connecting Banks with App-Based Authentication
Expected annual turnover
How OpenBanking works
How to apply a payment to multiple supplier invoices
How to connect to banking
View all 28
Dashboard
2
How to customise the dashboard
Dashboard Customisation
Basic navigation and common features
5
Edit button
Expand or collapse windows - small screens
Export and import lists used in SleekTech
How to navigate the Management windows
Invoices, Payments and Statements - Overview
Users and Permissions
6
Create a new user
How to change permissions for your users
How to deactivate or delete users
How to edit user details
How to reset your password
View all 6
Web portal
4
How to log on to the web portal
How to save the web portal as a shortcut on your phone home screen
On which devices can SleekTech be downloaded?
Troubleshooting web portal login Issues
Tenant Portal
2
Managing Tenant Portal Settings
How to Set Up the Tenant Portal
Control Panel
1
How to change automatic rent charge dates
Automation
5
Automate chasing arrears
Best Practices for Effective Automation
Monitoring and Overseeing Automation Runs
Step-by-Step Guide to Setting Up Arrears Rules
Which Tenancies will be included in Arrears Automation Rules