Anna Wilkie

  • Total activity 31
  • Last activity
  • Member since
  • Following 0 users
  • Followed by 0 users
  • Votes 1
  • Subscriptions 8

Articles

Recent activity by Anna Wilkie
Sort by recent activity Recent activity Votes

  • Inventories

    1. Asset Management
    2. Inventories

    Purpose The Inventories section is used to view and manage any non-fixed asset piece of inventory assigned to any unit within the property you have selected. Inventories is also used to view and ma...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Invoices

    1. Asset Management
    2. Core Concepts

    Invoices can be easily added and tracked within Happy Asset. They can also be associated with Capital Projects and Unit Renovations.   Uploading Invoices Important: Happy Asset only supports invoi...

    • Edited
    • 2 followers
    • 0 comments
    • 0 votes

  • Bulk Upload

    1. Asset Management
    2. Core Concepts

    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...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Renovation Items and Renovation Packages

    1. Asset Management
    2. Unit Renovations

    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...

    • Created
    • 1 follower
    • 0 comments
    • 0 votes

  • Default Capital Project Milestones

    1. Asset Management
    2. Capital Projects

    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...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Capital Project Tags

    1. Asset Management
    2. Capital Projects

    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...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • How to set a Default Chart of Accounts for a Property

    1. Asset Management
    2. Chart of Accounts

      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...

    • Created
    • 1 follower
    • 0 comments
    • 0 votes

  • Unit Walk: Performing Unit Inspections

    1. Due Diligence
    2. Unit Walk & Inspection Templates

    The Due Diligence Inspections mobile app is where your walk team performs unit-by-unit inspections in the field. This article covers how to set up your device before a walk, how to inspect each uni...

    • Edited
    • 3 followers
    • 0 comments
    • 2 votes

  • Unit Walk: Performing Common Area Inspections

    1. Due Diligence
    2. Common Area Inspections

    Common Area inspections capture the condition of spaces outside the units — lobbies, fitness centers, pools, building exteriors, playgrounds, and other shared amenities. This article covers what Co...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Due Diligence: How to Submit a New Order

    1. Due Diligence
    2. Orders and Service Requests

    Creating a new Due Diligence or Lease File Audit order is quick and easy from your HappyCo Manage account. This article walks through the full flow — from submitting the order through attaching you...

    • Edited
    • 1 follower
    • 0 comments
    • 2 votes