Resources

Welcome to your easy to access user resources

Here you’ll find a range of training manuals, videos, release notes and helpful links.

Click the green boxes below to view each specific topic.

General training resources

We recommend you start here to get acquainted with PropertyIQ

PIQ+

Experience our new redesigned platform.

Built with clients, for clients.

[Learn more](/content/resources/piqplus.html "Learn more"/index.html)

Getting started with PropertyIQ

An introduction to PropertyIQ that provides an overview of all of the main functions. This session gives you knowledge that you can build on by viewing each detailed information page.

[Learn more](/content/resources/getting-started.html "Learn more"/index.html)

PropertyIQ Portal

This page guides you through the portal administrator’s role, including all the steps to get up and running with the portal. You can also view the portal from a lot owner/committee member’s perspective here.

[Learn more](/content/resources/propertyiq-portal.html "Learn more"/index.html)

Upcoming training

Release training coming soon.

[Learn more](/content/resources/upcoming-training.html "Learn more"/index.html)

Manuals and videos

Need help? Check out our manuals and videos.

[Learn more](/content/resources/manuals-and-videos.html "Learn more"/index.html)

Release notes

Keep up to date with our release notes.

[Learn more](/content/resources/release-notes.html "Learn more"/index.html)

New Users training guide

Used as a starting point for new staff members to learn how to navigate PropertyIQ.

[Learn more](/content/assets/propertyiq/documents/PIQ-training-guide-for-new-users.pdf "Learn more"/index.html)

Specific training resources

Here you’ll find a range of training material that covers specific functions in PropertyIQ.

Managing buildings

This page shows you all the functions on the building card. You will learn all the steps required to get a new building ready to enter opening balances and also gain an understanding of all the information stored in the building cards.

[Learn more](/content/resources/buildings.html "Learn more"/index.html)

Managing lots

This page takes you through all the functions on the lots screen and the information on the lot card. You will learn all the steps required to add new lots to PropertyIQ and gain an understanding of all the information stored in lot cards.

[Learn more](/content/resources/lots.html "Learn more"/index.html)

Opening balances

Locking opening balances is an important step that must be conducted for every building once the building details and lot details have been entered. This page guides you through all the areas you’ll need to consider before locking your balances.

[Learn more](/content/resources/opening-balances.html "Learn more"/index.html)

Macquarie Direct Debit (BIDD)

Learn how to configure Macquarie Direct Debit, how to invite lot owners to participate and how to conduct a direct debit run.

[Learn more](/content/resources/macquarie-direct-debit-bidd.html "Learn more"/index.html)

Templates

Templates allow you to merge data from PropertyIQ into documents, forms and letters. This page shows you how to create standard and custom merge templates and standard email templates.

[Learn more](/content/resources/templates-2.html "Learn more"/index.html)

Adjustments

The adjustments function is where you make alterations for altered circumstances or to correct errors. Learn how to transfer an owner’s credit from one levy to another; transfer credits between lots; create journal transfers; cancel cheques; create bank account adjustments, cancel levies; edit levies and edit supplier transactions.

[Learn more](/content/resources/adjustments.html "Learn more"/index.html)

Debt collection V2

Debt collection V2 allows you to customise your due notice and debt collection settings at a global, building and lot level. This page shows you how to configure and generate due notices, arrears notices, final notices and legal notices.

[Learn more](/content/resources/debt-collection-v2.html "Learn more"/index.html)

Incoming and outgoing emails

How to configure and manage incoming emails to store information in PropertyIQ. How to configure outgoing emails to send and store information in PropertyIQ.

[Learn more](/content/resources/incoming-and-outgoing-emails.html "Learn more"/index.html)

Budgets

Configuring budget settings. How to process a proposed budget, accept a budget and strike levies. BMC Budget processing.

[Learn more](/content/resources/budgets.html "Learn more"/index.html)

Work orders

How to process maintenance jobs, call for and accept quotes and track maintenance progress.

[Learn more](/content/resources/work-orders-how-to-process-maintenance-jobs.html "Learn more"/index.html)

Suppliers

Suppliers are the creditors that invoice buildings and subsequently receive payments from your building’s funds. This page shows you how to add and manage suppliers, record supplier invoices and make bulk payments via ABA or BPAY files.

[Learn more](/content/resources/suppliers.html "Learn more"/index.html)

Insurance claims

This page shows you how to create and process an insurance claim, create insurance claim templates, send insurance claim notices and print an insurance claims register.

[Learn more](/content/resources/insurance-claims.html "Learn more"/index.html)

Fixed, variable charges and activity log

There are different types of charges and fees in PropertyIQ. This page shows you how to configure fixed and variable charges on the building card, how to create, log and charge for activities. Importing activities and activity log reporting.

[Learn more](/content/resources/charges-activity-log-fixed-and-variable-charges-on-the-building-card.html "Learn more"/index.html)

BAS reporting

BAS Reporting takes you through all the steps required to process BAS reports, generate journal transfers to clear the GST accounts, process BAS payments and refunds and process BAS reconciliation journals.

[Learn more](/content/resources/business-activity-statement-bas-reporting.html "Learn more"/index.html)

Motions library

The motions library page shows you how to create a library of motions that can be utilised in the meetings function to streamline your meeting notices and minutes.

[Learn more](/content/resources/motions-library.html "Learn more"/index.html)

Meetings

Once you’ve created your motions library, this page shows you how to manage a meeting from end to end, including notice and minutes generation, recording attendance and voting.

[Learn more](/content/resources/meetings.html "Learn more"/index.html)

End of month processes

All the recommended steps to take at the end of each month; process your fees, bank reconciliation, send any due financial reports.

[Learn more](/content/resources/end-of-month-processes.html "Learn more"/index.html)

Access register

How to record and track different types of access items – keys, swipe cards, fobs etc. How to record master set stored in your office. How to sell access items for individual lots.

[Learn more](/content/resources/access-register.html "Learn more"/index.html)

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About PropertyIQ

Our cloud technology platform improves real-time decision making, allowing greater insight, efficiency, profitability and professionalism. It's the new benchmark in strata management.