Anna Wilkie

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Activity overview

Latest activity by Anna Wilkie
  • Anna Wilkie created an article,

    Invoices

    Invoices can be easily added and tracked within Happy Asset. They can also be associated with Capital Projects and Unit Renovations.   Uploading Invoices 1. Navigate to the Invoices tab 2. Click...

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  • Anna Wilkie created an article,

    Bulk Upload

    Bulk Upload is a feature across the Happy Asset platform. Using Bulk Upload tools allow for easy bulk data input. Currently this is available for the following areas: Fixed Assets, Capital Projects...

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  • Anna Wilkie created an article,

    Renovation Items and Renovation Packages

    Renovation Items and Renovation Packages make it possible to easily allocate Construction Scope Items to Unit Renovations! If you're familiar with Templates on our Happy Property Platform, this fol...

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  • Anna Wilkie created an article,

    Default Capital Project Milestones

    Default Capital Project Milestones ensure that the same internal "checklist" is added for each Capital Project. If there are steps that each team should be completing that are same across all capit...

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  • Anna Wilkie created an article,

    Capital Project Tags

    Creating Capital Project Tags makes it possible for more flexible, robust reporting in a customizable format. Capital Project Tags must be added globally under Account Settings. Once added, all Pro...

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  • Anna Wilkie created an article,

    How to set a Default Chart of Accounts for a Property

      1. Navigate to the Property 2. Click Property Settings 3. Click Defaults 4. Click the three dot icon next to Chart of Accounts 5. Click Link Chart of Accounts OR Edit 6. Click to s...

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  • Anna Wilkie created an article,

    Adding Fixed Assets

    Fixed Assets is the perfect place to track any big-ticket property items and, most importantly, the warranties that come with these items. Recurring Maintenance Schedules can also be set up against...

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  • Anna Wilkie created an article,

    Punch Walks and External Collaborators

    Punch Walks allow external contacts to complete browser-based inspections for Capital Projects and Unit Renovations. Punch Walks can contain a selection of or all Construction Scope items. You can ...

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    • 1 follower
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  • Anna Wilkie created an article,

    Property Metadata

    Adding and updating Property metadata allows for more data points when reviewing reporting in Happy Asset Management. Some property details may pull in via an integration with a PMS system, but add...

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  • Anna Wilkie created an article,

    Fixed Assets: Overview and Maintenance, Work, Files, and Condition History

    Overview The Overview tab is, simply put, a general overview of all Fixed Asset activity:   Fixed Asset details can be edited at any time by clicking on the three dots in the upper-right side of t...

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