Training Course

'Key-Data Systems' recently held a 'Key-Data Gold' training day designed to examine the more advanced features of the 'Key-Data Gold' property management system.

Although full training on our products is available at any time 'on demand' to our customers, this day gave us and our clients the chance to meet 'face to face', allowing us to further build already close working relationships with our customers.

The day was a great success with letting agents and property management companies from around the country enjoying an informative day in a relaxed, comfortable environment.

The beautiful 'Tre-Ysgawen Hall' positioned in the heart of Anglesey, North Wales was chosen as the venue for our day, and what a wonderful choice this was!

The schedule of the day was a careful blend comprising of important/everyday feature management coupled with more advanced accounting procedures.

Now that makes good business sense: ....a day out of the office with lunch included, in wonderful surroundings learning how to make increased use of a property management/accounting system that already allows you to function at a level your competitors can only dream about and meeting the 'Key-Data' team for just £75.00........Keep your ears open for the next one!

The day finished as planned at 16:00 giving delegates the chance to 'escape' early to begin their journey home, or retreat to their rooms to freshen up for the evening!

This was a fantastic day that gave all attendees a greater working knowledge and further insight into many of the time saving features of the 'Key-Data Gold' property management system. This increase in general feature awareness, along with an improved knowledge of the various accounting routines will in turn allow the attendees to further improve their own efficiency and effectiveness in their market place.

10:00-11:00 Session 1: General Features

The detailed property information screen in detail; including property history archive, previous tenants and writing utility letters
The end tenancy routine, and end tenancy letters
Editing tenant forwarding address
The Key-Data property folder and how to use it to your advantage
Agent definable property codes
Property replication
The Service-Call centre and job sheet production
The ‘Scheduler’ including agent specific reminders
Letter writing routines including the ‘Event Archive’ screen.
Entering inspection information and reporting to the landlord

11:15-12:30 Session 2: Accounting Part One

General account explanation including the differences between property charge/repair charge and landlord charges
Managing landlord account items: placing items on hold and removing an item from hold
The landlord statement and accounts filter
The tenant credit account
The use of recurring property and landlord charges
The use of holding deposits and bringing forward a tenant’s next rent
Ending and ‘finalising the accounts’ for a tenancy
Editing rent-book items and account correction mechanisms

13:30-14:00 Session 3: Preference Settings, Customisation and Marketing Material

Preference settings
Letter template and report editing routines
Marketing material generation (incl. property ‘To-Let’ reporting)
Internet uploading

14:00-15:00 Session 4: Accounting Part Two

Accounts reporting
Reconciling the ‘cashbook’
End of month mechanisms
The ‘Office Account’
'Month End' and the ‘Trial Balance Routine’

15:15-16:00 Session 5: Archive Routines, Office Diary, Autumn Update

Maintaining the ‘system purge date’
Managing the dormant status
Archiving and data purge routines
Autumn update features including the new ‘Office Dairy’