The documents it produces
Everything SynkroTech sends or prints carries your organisation's name, address and logo from Organisation Details (see Setting up your organisation's details and letterhead). Letters and emails go through the Outbox, by email or by post as each person asked, and the Outbox keeps the record of what went to whom (see Checking what letters and emails went out, and to whom).
You can change the covering letters and the emails (see Changing a letter or email template). You cannot change the wording the law prescribes, such as a summary of rights: SynkroTech adds it as it stands.
Finance
| Document | What it is | What produces it |
|---|---|---|
| Service charge demand | The bill for a leaseholder's share of the year's budget, one for each instalment, with its covering letter and the service charge summary of rights. | Issuing demands from an approved budget (see Issuing your service charge demands). |
| One-off demand | A demand for a cost outside the budget: a shared cost, a recharge, or an administration charge. An administration charge carries the administration charges summary of rights. | Raising a charge (see Raising a one-off charge (an administration charge, a recharge or a shared cost)). |
| Ground rent demand | The demand for ground rent, with its own covering letter. | The ground rent demands on a property's lease terms. |
| Statement | Every charge and payment on a leaseholder's account, with a running balance. A PDF, or a letter or email from the Outbox. | Statement on the leaseholder (see Sending a leaseholder their statement). |
| Arrears letters | The first reminder, the second reminder and the letter before action, each recorded on the leaseholder's case on the day it is sent. | Chasing arrears (see Chasing someone who hasn't paid). |
| Year-end pack | One file holding a workbook and the same sections as a PDF, for the accountant. | Closing a year (see Closing the year and sending it to the accountants (year end)). |
| Year-end accounts notice | A letter or email telling leaseholders the signed accounts are on their portal. | Publishing the accounts (see Publishing the signed year-end accounts to leaseholders and directors). |
| Receipt and remittance emails | An email when a payment is recorded, and a remittance to a supplier when they are paid. | Recording money in, and paying suppliers. |
Buildings and compliance
| Document | What it is | What produces it |
|---|---|---|
| Work order | The instruction to a contractor: the job, the property, the access details and the priority. | Raising a work order (see Instructing a contractor (raising a work order)). |
| Quotation request | An email asking a contractor to price a job. | Getting quotes (see Getting quotes and choosing one). |
| Section 20 covering letters | The covering letters for the notice of intention, the proposals for a long-term agreement and the reasons for awarding a contract. | A Section 20 consultation (see Running a Section 20 consultation for major works). |
| Inspection report | A signed-off inspection with your name, every answer, the findings and the tickets raised. A PDF, or a Word copy to add a covering note. | Signing off an inspection (see Producing an inspection report for the client). |
| Fire door letters | Letters to leaseholders about fire door inspections and remediation. | Email and letter templates, sent from Group Email or the Outbox. |
People and portals
| Document | What it is | What produces it |
|---|---|---|
| Portal invitation | An email with a link to set a password, or a letter carrying the address to sign in at, the person's email address and a one-time code that expires after 30 days. | Giving someone a portal login (see Giving a leaseholder, resident or director a portal login, and Helping someone sign in to their portal for the first time). |
| Post pack | One PDF of every letter released for posting today, each with its enclosures, to print and post. | Create Post Pack on the Outbox (see Checking what letters and emails went out, and to whom). |
| Sign-in poster | A poster for a building's noticeboard showing where residents sign in. | Sign-In Pages (see Putting the sign-in addresses and posters in front of people). |
| Group email | One email to everyone you choose in one or more buildings, with their own details merged in. | Group Email (see Writing to everyone in a building (group email)). |
| Notices | A notice on a building's portal noticeboard. | Noticeboard (see Posting a notice for a building). |
Spreadsheets
Most registers have Export, which saves the list as you see it, with its filters, as a spreadsheet (see Exporting a register to a spreadsheet). The Decision Record exports too (see Finding out who did what (the Decision Record)).