CFPwinMan SDB has been continually developed and improved over the past few years so there are quite a few differences that you'll notice. Outlined below are the main areas that we’d recommend familiarising yourself with. Whilst not an exhaustive list, it contains the key things you need to know to ensure a smooth transition.
This article includes:
- Multiple bank accounts
- Bank transfer
- Bank interest
- Assigning bank accounts
- Paying contractors
- Match & Mail
- Demo or training databases
- Changing property ownership
- Managing gas certificates
- Remove property available date
- Add multiple photos
- User Definable Dates and Applicants in Custom Reports
- GDPR General Data Protection Regulation
Multiple bank accounts
By default, you will have one unrestricted bank account in SDB but you can have as many restricted access banks as you like.
Bank transfer
You have the ability to replicate a transfer of money between accounts to match the transfer to your bank.
For more information on How do I transfer money between bank accounts, click here
Bank interest
In CFPwinMan SDB, you are able to add interest onto bank accounts to ensure a complete bank reconciliation.
For more information on How do I add interest to a bank account, click here
Assigning bank accounts
You are able to assign additional bank account to individual Landlords and Properties.
For more information on How do I assign bank accounts to Landlords and Properties, click here
Paying contractors
There have been significant changes to Pay Contractor.
For more information on How do I pay a contractor, click here
Match & Mail
There are new Brochure, Window Card and Photo List Templates, that allow you to add your own company branding and colours.
- You can choose to add template furniture such as EPC charts, Floorplans etc
- The way you match Properties and Applicants has also been improved
- You can also customise your new Match & Mail
Demo or training databases
Accessing your demo data has more options. The first time you access it, it will save a copy of the data. When you next go into demo, you have the option to copy all of your data again or open your saved data, which is often quicker.
For more information on Can I test things without affecting live records, click here
Changing property ownership
You can change the Landlord of a Property by cloning the records, rather than having to enter all of the information from scratch.
For more information on How do I change ownership of a property, click here
Managing gas certificates
You can manage your gas certificate due dates and remove dates where properties are without gas.
For more information on How can I add and remove a gas certificate date reminder, click here
Remove property available date
Upon creating a tenancy, you are now prompted to update the property available date and its status.
For more information on How do I create a tenancy, click here
Add multiple photos
If you upload photos to a property, you can now add more than one at a time.
For more information on How do I add an Image and Virtual Tour to a property, click here
User Definable Dates and Applicants in Custom Reports
In the release for version 4.7.0.6, there is the ability to report on User Defined Dates in the Custom Report
Generator.
For more information on How can I create my own reports, click here
GDPR General Data Protection Regulation
Changes have been made to assist in compliance with GDPR that came into effect on 25th May 2018.
For more information on How can I record consent preferences for GDPR, click here