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
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
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