GeeDee for Windows

2016 December Newsletter

2016 December Newsletter

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2016 December Newsletter

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tipbulb This newsletter contains important information about the GeeDee software program. It is important that all users of the system receive and read a copy.  Please forward this email on to all users in your office.  To subscribe to this newsletter please click here.

 

GeeDee News Update

 


 

 

Christmas & New Year Trading Hours

Click me to expand / collapse information.Christmas & New Year Trading Hours

MerryXmas2014

No need to panic, we will be here for December period end as usual.  Our support staff will be available over the Christmas/New Year holiday period with the exceptions being the following days:

Friday December 23rd - Closing at 12:00 PM

Saturday December 24th -CLOSED

Sunday December 25th- Christmas Day Holiday - CLOSED

Monday December 26th - Boxing Day Holiday - CLOSED

Tuesday December 27th -CLOSED

Wednesday December 28th - 8.30 - 5.00

Thursday December 29th - 8.30 - 5.00

Friday 30th December - Closing at 2:00 PM

Monday 2nd January - New Years Day Holiday - CLOSED

Tuesday 3rd January onwards - 8.30 - 5.00

 
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Title - end of year

Click me to expand / collapse information.End of Year Procedures

tipbulb IMPORTANT! YOU MUST NOT PROCESS ANY 2017 TRANSACTIONS OR MAKE ANY CHANGES IN THE GEEDEE SYSTEM UNTIL THESE PROCEDURES ARE COMPLETED

Please Remember:   December may be the end of the Real Estate year but it is no different to any other Period End.

 

1.On the first working day of the new calendar year, you are required to print your Audit Reports for the calendar year close of business.
2.These reports MUST be printed before entering any data for the New Year.
3.Make a BACKUP of your system onto your chosen media device and retain separately in case of any further enquiries from your auditor.

 

Bank Statements:

1.Arrange with your bank prior to 31 December to pick up a statement on your FIRST trading day of the new commencing year.
2.Or if you have access to ONLINE BANKING - Print a statement from the closing date of your last bank reconciliation to end of trading on 31 December.
3.This statement must contain all transactions continuing from the last statement you have reconciled to the end of trading on 31 December.
4.Referring to your bank statement; receipt all monies paid into the trust account up to and including the 31 December.
5.DO NOT Receipt monies that have been paid at the office or received in the mail.(as these items are not on the bank statement and will not be part of end of year).
6.You should then complete a Bank Reconciliation up to 31 December.
7.Complete and roll over the bank reconciliation.
8.Print another Trust Account Trial Balance, Lessor Trial Balance- Non-Zero Accounts and a Bond Listing which will include any transactions you entered from your 31 December bank statement.

  To print go to Trust Account /Drop down/ Trial Balance and print detailed reports.

end

  These reports should be kept with the Bank Reconciliation for your Auditor.

  Remember: YOU MUST NOT PROCESS ANY 2017 TRANSACTIONS UNTIL THIS IS DONE!

Once you have completed End or Year Procedures continue to receipt as usual.


 

Title - Remember Web Updates

 

Please be advised that the latest Build Version for GeeDee is Build 281

After running your Web Update you will be prompted to run a GeeDee Index. See Index steps below.

 

    How to run a GeeDee Index

 Step 1. Launch GeeDee Backup Index.
 
reindex 1

  Step 2. Enter initials and login.

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  Step 3. Select Index and click OK to the 2 “OK” prompts to complete Index process. Close when completed

 
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     NEW CHANGES within GeeDee Realty Systems Build 281

Note   Notes added when entering or deleting a Reminder

Note    Tenant Invoice number now appears on Statement and in receipt screen

Note   Tenant Invoice number can be searched under Tenant / Account Tab / Edit

Note   Tenant Account Credits Held can be printed by area.

Note   Tenants email address added to appear on Workorder contact details

Note   The option is available to email a work order to a Lessor and Tenant

Note   Changes to percentage of payment to Lessor payment now records in notes

Note   Tenant "Can Email" report tick box added

Note   Additional Due Inspect Letters can be created and accessed from Alerts ie DUEINSPEC2 & DUEINSPEC3

Note   Holiday Auto Charges added to Booking page and an additional report        


        Notes added with Reminders

When entering or deleting a reminder a note is added under than section eg Tenant reminder - Tenant notes

reminders1added

reminder2

 


        Tenant Invoice Number

Tenant Invoice number appears on Statement and in receipt screen

 

tenant invoice1

tenantinvoice2

To search for Invoice go to Tenant Detail Screen click Accounts Tab, then click Edit button and see the Tenant Invoice search button

tenant invoice3

tenantinvoice4

tenantinvoice5

 


         Tenant Credits Held Report

Tenant Account Credits Held report can now be printed by area

tenant account  


        Tenant Email address prints on work orders

Tenant email address now is included at bottom of Work Order as another way to contact tenant.

 

tenantemail

When you email a work order to a Creditor you now can also email a copy of the work order to the Tenant and or Owner.

workorder 3


   Payment to Owner

Any changes made to the Owner Payment % is now noted under Owner notes

ownerpayment

It also adds under Account Changed Report

creditor account details

accounts


   Tenant Email Report

If the Tenant has the "Can Contact by Email ticked it now shows on the report

tenantemaireport

tenantemailreprot2

tenantemailreprot3

 


   Due Inspect Letters

The facility is available to show additional Due Inspect letters under Alerts

dueinspect2


   Holiday Auto Charges

The facility is available to add additional charges in the initial booking

holidaycharges

 


        GeeDee Document Management System - Special Offer

 

Click me to download...FLYER_GEEDEE_GDMS

 

 


    GeeDee Training Order Form

 

Click me to download...Training Order Form


 

 

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