The Community Portal is the interface for community members to receive important information with regards to the management of their development. When the Property Manager has sent invites to owner and tenants the owners and tenants need to signup for Community Portal access so that they can access important information and interact with their property […]
Getting Started
Setting up your Block Angel account
1. Firstly, you will receive your invite via email to set up your Block Angel Agency portal. You must create an account by simply adding a password once you click this log in. 2. The next step is to verify your email once you have carried out the previous step. 3. You will then need […]
Add opening balances to leaseholders’ accounts (opening debit balances and opening credit balances)
The first step is to ensure that you have integrated with Xero and then to “sync all” between the platforms. You should have your contacts created in Block Angel so that they can be synced over to Xero. Here’s an article on how to set up that Xero integration: How to integrate with Xero? Log […]
How to invite a new Property Manager?
To invite a new Property Manager to your Block Angel agency app. Navigate to the ‘+’ symbol in the top right-hand corner of the screen. 2. Click on ‘Invite Property Manager’ 3. Enter the Property Managers Email and click ‘Send’.
How does a unit owner view or download their invoice?
1. Log into your community portal at www.community.blockangel.com 2. On the left hand navigation bar select “billing account” 3. Click “see details” highlighted in blue 4. Click the invoice number highlighted in blue (see below) 4. Click pay to pay your service charges or download to download a copy of your invoice
How does a unit owner download their account statement?
1. Log into your community portal at www.community.blockangel.com 2. On the left hand navigation bar select “billing account” 3. Click “see details” highlighted in blue 4. Then click “download statement” in the right hand corner to download a copy of your statement
View budgets on the community portal
Once owners and tenants have accepted their invitation to join the community portal, this is what their dashboard should look like. 1. Click “budgets” on the left side of the screen. 2. Select your chosen budget. You will have a whole view of the budget that was created by the PM here. (below)
Raising Cases as an Agent
Cases can be raised in your dashboard to notify home owners or tenants of issues. 1. Click “Cases” on the left side of the screen. 2. Then click “Raise new” to create a new case. 3. In the Unit dropdown select the residence as seen below. 4. Then you must select a contact to whom […]
Invite Owners and Tenants to the community portal
Once the development is set up, you will want to add owners and tenants to the community dashboard. You can do so in 3 ways. You will be pushed to send invites to all after the last step of the 4 step wizard. If you choose not to, you can also click send invites to […]
Budgets
Now that you have your schedules created, you can add a budget for your development. 1. On your management company dashboard, select “budgets” on the left hand navigation bar. 2. Click “Add a budget” in the right hand corner. 3. The next step will be to create a budget name, a start and end date […]