Valbiz™ Walk Through


Version 6 (most recent) with audio voice over 

Version 6.2 - Updates & New Features (Part 1) - 13 minutes in duration

In conjunction with Version 6.2 Release Notes this walkthrough includes information on:
Identifying Duplicate Sales, Graph resales with PINZ 'Market Tracker', New 'had REINZ sales' flag to help confirm sales is 'Market', Alternate Roll & Assessments for Auckland data, Mapping back bedroom numbers to incoming sales.
Multiple copy & paste of images into Document & Photo Manager, Mapping Photos to Sales.
Auto create Debtor from Client screen (save atleast 14 mouse clicks),   New colour coding for credit ratings on Debtors, Merge duplicate Debtors info together, New 'Supercharged' Matter Instruction Sheet
Intro to Client 'Search Tests' for bulk sending

Version 6.2 - Updates & New Features (Part 2) - 13 minutes in duration

In conjunction with Version 6.2 Release Notes this walkthrough includes information on:
Bulk emailing to either Client or Debtor lists (with attachments), Mail Merge button now Client & Debtor records (single mail merge functionality), Email Audit Trail Log, Automation of mileage totals & fee amounts on invoices, Group by payment method on Creditors 'Payment Due Report', Bank transfer tab available from bank reconciliation screen, End date provided on Standing Creditor invoices, New report for Holidays & Sick Leave in Payroll, Cash Analysis Report & Hide Old Staff records.

QuickStart - 8 Clicks to a Sales Report

Advanced Comparable Sales Reports with Photos and Comments 

Configuring Custom Localities

Using ValBiz to Manage your Debtors 

Mail Merge - Extracting Information to your reports

 

Report Writer Lite & Report Writer - with audio voice over 

Report Writer Lite has the same functionality as the Report Writer, the only differences being that in Report Writer Lite you are restricted to 5 templates each with a maximum of 10 sections PLUS Report Writer Lite is half the price of Report Writer

Using the Wizard to send a Letter of Engagement

Using the Report Writer functionality to create electronic Letters of Engagement 

Basic Report Writer configuration

Creating & using custom data items in Report Writer

Report Writer - example of a Residential Report 
 

 
Valbiz walk throughs


ValBiz Overview

Sales Summary Displayed onto QuickMap

Sales Summary Extract into Reports

Entering and Extracting a Simple Rental Analysis

Using the Statistics Functions

Using the Document and Photo Manager

Finding a Property Record and Generating a Property Report

Customising your Screens Reports and Outputs to Excel

Sales Analysis, let's learn how it's done

Logging a job so you can invoice it or creating a Matter; let's learn how it's done

Generating an Invoice; let's learn how it's done

ValBiz Virtual Streets

Adding a New Property Record

Advanced Searching plus Listing functions