Allotments – Start of Year Process

Come along to this FREE 45-minute webinar to look at processing the allotment renewal letters and invoicing tenants.  We will cover: Review/Prepare Documents Review/Set Allotment Rates Review/Set Water Charges Debtor review Allotment review Create invoices and transactions Start Year Annual letters and documents.

Getting Started with AdvantEDGE Finance

Covering the basics of AdvantEDGE Finance, ideal for new members of staff needing to input transactions and generate reports for council meeting: This FREE one-hour session will include the following: overview of finance ​ inputting transactions (and adding attachments)​ updating customers / suppliers​ viewing the budget​ reports for council meetings, eg payment schedule, budget   comparison […]

AdvantEDGE Finance – Earmarked Reserves

Come along to this FREE 30-minute webinar to look at using earmarked reserves in AdvantEDGE Finance: We will cover the following areas: what is an earmarked reserve?​ viewing / creating earmarked reserves​ transferring funds to / from reserves​ using earmarked reserves to pay for specific transactions​ status and movement reports

AdvantEDGE Finance – Precept Calculator

Prepare for drafting the 2025/26 precept requirements with this FREE 45-minute webinar on using the Precept Calculator in AdvantEDGE Finance. We will cover the following:​ Calculating the proposed precept based on Tax Base only​ Updating the draft budget for 2025/26 and adding notes​ Using the calculator to calculate percentage increase/decrease​ Using the calculator for the whole […]

AdvantEDGE Allotments – Mail Merge Documents

Come along to this FREE 30-minute webinar to look at using mail merge documents in Allotments.  We will cover: Overview – where are the mail merge documents? How to create a new mail merge document Where to find mail merge field substitutions Previewing the document Copying an existing document Amending an existing document Watermarks and […]

Epitaph – Mail Merge Documents

Come along to this FREE 30-minute webinar to look at using mail merge documents in Epitaph.  We will cover: Overview – where are the mail merge documents? How to create a new mail merge document Different uses, eg EROB Where to find mail merge field substitutions Previewing the document Copying an existing document Amending an […]

Getting Started with Asset Manager

Join us on this FREE 30-minute webinar on using Asset Manager. This session will include the following: Overview of Asset Manager General usage Links to Playgrounds, Finance, Service Manager Creating a new asset and changing an asset type Photos and attachments Disposal of assets Mapping of assets – What3Words and Google Reports