TABLE OF CONTENTS

• 1. Add Demo Community
• 2. Complete Community Details
• 3. Take-On Page
• 4. Confirm Take-On

1. Add Demo Community

Navigation: Global Overview > Communities

To add a new community to the Property Managing Agency click on Add New

• Add ZZ infront of the Demo Community Name
• Add the Community Code - this code should be unique and will be used to differentiate communities.
• Add Year End month.
• Tick all applicable users that should have access to the Scheme under the ‘Select Users’ dropdown menu.
• Click on Save 

All of these fields can be edited afterwards.

2. Complete Community Details

Navigation: You will automatically be redirected to this page.

• Complete as many of the fields as possible – All of these fields can be edited afterwards.
• Select the Unit Addressing
• Tick ‘Apply PQ’ if the community is a Body Corporate and if HOA or any other type of entity leave it blank.
• Insert Interest %
• Insert Interest Exemption Threshold (the interest exemption threshold indicates the amount on which interest will not be charged)
• Amend banking details should the levy clearance bank account differ from the banking details on the Global Management Dashboard under company details.
• Click on Save.

3. Take-On Page

Navigation: Click on the Orange Take-on Page button top right

Here only the following needs to be completed on the take-on:

• Under Cashbook, complete the banking details. Can use invalid banking details.

Note: In the note section on the Take-on page, only enter the following, 'This is my demo building'.

To ensure that this Demo Building remains free of charge, the following Clauses are important: 1. No documentation is uploaded or provided on Take-on 2. Up to 10 Units are free of charge. If the number of units exceeds 10 Units, there will be a charge 3. The Demo Community name must have the 'ZZ' infront

4. Confirm Take-On