SleekTech LTD

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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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