Loading and Managing Asset Groups

Asset Groups in WeconnectU are groups of Assets (Properties or Units) that are either part of an Estate, Complex, or a Building.  When you load an Asset that is part of an Asset Group, you will be asked to select the associated Asset Group.

Setting up an asset group would therefore allow you to group assets withing a certain complex, building or estate together. 

To display the list of Asset Groups:

• Navigate to the Portfolio Data menu option
• Select Asset Groups to open the list of existing Asset Groups as shown below.

In the Asset Group list you can:

• View the basic Asset Group info and use the Search feature to search for a specific Asset Group
• Navigate into the Asset Group Dashboard for a specific Asset Group by clicking on the View button
• Export the list of Asset Groups to an Excel File by selecting Export Asset Groups from the Options drop down list
• Load a new Asset Group by clicking on the New Asset Group button which will open the Asset Group form as shown below
• Once you have completed the fields, you can click the Create button to load the new Asset Group. Please note that the Beneficiary for the Asset should already have been created before creating the Asset Group.
• Enable Accounting - This will activate basic accounting for the Asset Group. This will ONLY be applicable to an Asset Group with one Owner. 

To view Asset Group detail:

• Use the Search feature to find the specific Asset Group
• Click on the View button to open the Asset Group Dashboard as shown below.

On the Asset Group Dashboard you can click on:

• Overview - to view and edit Asset Group general information
• Assets - to view a list of Asset and their primary Landlord Contacts that are linked to this Asset Group
• Contacts - to view a list of Contacts and upload new Contacts associated with this Asset Group such as the Care Taker, etc.
• Documents - to view and upload Asset Group documents such as Body Corporate Rules, etc. Documents uploaded here can also be emailed to a selected Contact.
• Options drop down to:
  • Edit Address - use this feature to change the address
  • Enable/Disable Landlord Statements for linked Assets - Use this to Enable or Disable the auto sending of landlord statements for the individual assets in the asset group. 
  • Archive - use this feature to Archive the Asset Group.