Webcasts  -  (2020 Series) Adding Leaseholders/Unit Owners In Bulk (Excel/CSV Import)

Overview of MyBlockman January 2020

Blockman has just released the new version of MyBlockman. MyBlockman is our powerful communication tool. It provides a login for lessess/unit owners to a webportal. This webportal has been re-designed for a greater user experience. In this video tour, Niall gives you an introduction to what is possible on MyBlockman and walks you through all the major features.

In this video, Niall discusses adding Agency Branches, Users and moving blocks between Property Managers

In this video, Niall discusses default banks and adding creditor or supplier details ( including Creditor documents ).

The first step of adding a block

The first half of the Block Manager Menu, Niall discusses adding Block Information, Block Documents, Secretarial, by Guarantee, Share Capital, current cert number etc. Finally there is a description of adding Professionals.

The second half of the Block Manager Menu, Niall will discuss adding Current Account details, and Deposit Accounts.

Also adding a Lease Schedule and how to add multiple lease schedules with separate Capital and Income Nominal Accounts.

Finally how to enter the budget and tidying up.

How to import leaseholder details in bulk using a CSV file

How to post Cash at Bank as a closing / opening balance on the balance sheet.

How to post Debtors ( or service charges prepaid ) as a closing / opening balance on the balance sheet.

How to post Creditors as a closing / opening balance on the balance sheet.