Within the ‘Property Module’ there are two views. As shown below. You can change the view by clicking on either ‘Dashboard’ or ‘Property Centre’, at the bottom of the screen. It is defaulted to the ‘Dashboard View’, on start up, but you do have the option to change it to the ‘Property Centre’ – list view

Dashboard View

Property Centre – List View

Options Section

New Property

This will open up the ‘New Property’ window allowing you to add a property and all applicable information into the portfolio.

Edit Property

Highlight the property you wish to edit from the property list and click here or just double click the highlighted property for the same action.

Delete Property

Removes the highlighted property from the system (it will only remove properties if there are no current tenancies attached) Please be aware that this will delete ALL attached notes, documents and emails

However, it will NOT delete any posted financials as they will exist in Sage against the applicable department code.

 Add Tenancy to Property

This option will open the ‘New Tenancy’ screen and allow the creation of agreements. The system will open a screen over the usual screen with a list of ‘Tenant’ type contacts that have been entered, which you can now add to the property record.

Management Section

Sheduled Inspections

This will produce a list of all scheduled safety inspections that have been entered into the system, whether they are historical or upcoming.

Key Board

The ‘Key Board’ screen will display all keys entered in property records under the ‘Keys’ tab, under the ‘Management’ tab. You can now book keys in/out and view the status of keys.

Board Management

 This opens up the Board Management screen. From here you can view your Boards and also create a Work Order (see ‘Board Management’ document for more details).

 Insurance

 This brings up a list of all Insurance policies, which can be filtered down the left hand side to Buildings, Contents or Both. Also there are Provider filters for an editable field, which you can add new categories to, e.g. Saga Insurance.

 Double clicking on an Insurance record, in the list, brings up the property record – choose the ‘Management’ tab – ‘Insurance’ tab.

Double click the policy that you want to edit and this will bring up the screen shown below to amend policy details.

Print/Export Section

Availability Report

Will produce a list of all properties in the system and show the address as well as the number of rooms, receptions, baths, rent, deposit and let type.

Export to Excel

Will export the current view on Decorus to a Microsoft Excel spreadsheet, i.e if the filter was set to ‘All Properties’ it would export the list of ‘All Properties’ onto an Excel Spreadsheet.

Click ‘Yes’ to the following message

When the data has imported to Excel, you will get the following view, you will then be able to edit, sort, filter and create reports as you would normally do in Excel.

Print List

 This prints your current property list into an easily readable format report.

Property Reports

 Options to produce the following reports:

From the screen shown below you can, Print, Preview, Export it to PDF, Word, HTML, or Excel format.

Download – you can download any new reports available released by Decorus or Training for Professionals (if subscribed to that service).

Edit – will bring up the ‘Report Writer’ where you can edit the template of the chosen report to include a Company Logo, or any other fields needed.

Then you have the functions to Copy, Delete or Upload Reports.

Exit to leave this screen

 Dashboard

Click ‘Chart Type’ shown below

You can also Print the charts or Save the chart as an image

Views Section

User Views

 You can select the view you would like to see shown in the filters on the left hand side under ‘User Views’

(see ‘User Views’ document for more details)

Select Columns

 This brings up a list of boxes that allow you to choose the columns that you wish to display. Click on the box you would like to show in the column and this will put an ‘x’ in the box. All boxes marked with an ‘x’ will show in the columns.