Fundamentals (1)
New User Quick Start Guides
Trust Accountant (8)
Receipts, Payments & Bank Reconciliation
Accounts Payable (31)
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Quick Payments
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Creditor Refunds
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Month End Trust Reconciliation Package Checklist
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Petty Cash
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Supplier Refund
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Month End Process - Detailed
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Creditor Invoice GST Status incorrect
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Cancel a Cheque Payment
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Edit an Accounts Payable Invoice or Credit
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Credit an Accounts Payable Invoice During Invoice Entry
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Credit an Existing Unpaid Accounts Payable Invoice
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Enter an Accounts Payable Credit (Unallocated)
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Enter an Accounts Payable Invoice — Quick Steps
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Bulk Download PDF Invoice Attachments
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Create a Payment Run for Owners
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Agent Payment Run – Management and Sundry Fees
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Create a Payment Run for Supplier Invoices
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Using Multiple Transaction Lines For Accounts Payable Invoices
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Insurance Invoices – Enter and On-Charge
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How to view a Supplier Reconciliation
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How to View Supplier Invoices
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View EFTs and BPay Files
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Remittance Advice – Generate, View and Email
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Approve Payments
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How to Cancel Payments
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How to Process an Accounts Payable Transfer Journal
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View Agent Invoices - Management Fee Invoices
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View Cheques
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Create a Repeating Accounts payable Invoice
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Quality Assurance Report- Accounts Payable Report
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Recording Expenses Paid By Owners
Accounts Receivable (38)
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Utility Upload
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Deleting an Invoice
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Receipting Bank Interest (and Offsetting against Bank Fees)
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Receipting Owner funds in to a Trust Account
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Sundry Receipting
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Tax Invoice Notes
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Transfer Journal
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View tax invoices and attach documents
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Refund Tenant
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Promo Funds
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How to create a Credit / Sundry Receipts
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Reset an Invoice number or Delete an AR Invoice/Credit
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Insufficient funds available to cancel a receipt
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On-Charging Council Rates Instalments
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How to create a Rent-Free Periods (Rent Abatements)
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How to Create Standing Charges
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Standing Charges Not Generating – Troubleshooting Guide
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How to Edit a Tenant Tax Invoice
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How to View Paid To Dates
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How to Generate Tax Invoices
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How to Receipt Owner Contributions
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Receipt Overpaid Tenant funds
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How to Create Receipts
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How to Create Direct Debits
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How to Create an Accounts Receivable Invoice and Credit
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Reallocating Income - Correcting Where Income Is Recorded
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How to attach a document to an Invoice
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View Lease/Tenant Tax Invoices
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What is a Transfer Journal (Accounts Receivable) Overview
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Invoice & Credit Adjustments (Accounts Receivable)
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How to reset a Tax Invoice - Reset Invoice Number
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How to Cancel Receipts
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How to print Bank Deposit Slip
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How to Receipt Insurance Claims
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Utility Upload Via Zip file
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How to Receipt Funds Without an Invoice in Cirrus8
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Process a Supplier/Creditor Refund
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How to Apply a credit to a lease - Zero Receipt
Configuration (13)
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Uploading / Changing a Letterhead
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Portfolio Type
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Multi Factor Authentication for Cirrus8
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SMS
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Emails sent via Cirrus8 (Postmark)
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Bounced/Suspensed Emails (Postmark)
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Manage Calendar
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Chart of Accounts Report
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Manage Chart of Accounts - Add Chart of Accounts
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How to Manage Remittance Office Displayed On Invoices
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Email Configuration
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System Configuration - How to add new parameters
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How to Extend Property Calendars
General Ledger & Accrual Reporting (8)
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General Ledger - Balance Sheet Accruals
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General Ledger - Profit and Loss Reporting Accruals
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Trial Balance - General Ledger Accruals
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Month End Process - General Ledger Accrual Properties
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Journal Transactions within the General Ledger
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General Ledger Reporting
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Chart of Accounts - General Ledger
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Accounting for Accruals Properties in Cirrus8 - detailed process
Management Fees (11)
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Management Fee Adjustment
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Management Fees
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Management Fee Refund Chart of Account
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How to Refund Management Fees
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Management Fee Reallocation (Owner Portion)
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Excluding Account Codes from Management Fee Calculations
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How to Set Up Directly Recoverable Management Fees
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Set Up Variable Outgoings Expense Management Fee
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How to set up a Nil Management Fee
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How to Set Up Owner Expense Management Fee
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Understanding Management Fee Calculation Methods
Property Manager (4)
Tenant Management & Invoicing
Leases (23)
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Quick Rent Reviews
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Unit Vacant / Not found (Rectifying / Editing Unit History)
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Managing Promotion (Promo) Funds
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Tenant Paid To Dates
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Creating a MISC lease
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Vacating Tenant (with credits)
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Understanding Lease Charges
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Lease Term Log Enhancement To Lease Summary
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How to View Paid To Date
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How to View Tax Invoices
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How to Send SMS
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Lease Summary Overview
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Advise Trust Accountant of Cash or Cheque Receipt as a Property Manager User
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How to Enter a Diary Task
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How to Generate Arrears Statement
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How to Vacate Lease
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How to Assign a Lease
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How to Process Rent Review With Back Charge
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How to Process a Lease Renewal
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How to Generate Diary Report
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How to Generate a Tenant Activity Report
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How to Create a New Lease
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Create a MISC Lease
Properties (17)
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Change of Property Ownership
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Utility Meter - Setup and Usage Guide
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Generating a Property List
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Generating a Property Report
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Operational Property Budget
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How to Record a Property Sale or Lost Management
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How to Create a New Property
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Property Summary
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Properties
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Properties
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How to Create Property & Lease Notes
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How to deal with outgoings in partitioned properties - vacancy/gross leases/special allocations
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Sale Property
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How to deal with strata entities in cirrus8
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Guide to Variable Outgoings Reconciliation
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Owner GST Status incorrect - Tenant Invoice GST Status incorrect.
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How to Manage Unit History
CirrusFM (9)
Quotes, Work Orders & Compliance
CirrusFM+ (1)
Bulk Contractor Management
Tenant Bond (1)
Collection, Deductions & Refunds
Bonds & Deposits (12)
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Creating and managing Bonds / Deposits
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Creating a Sales/Leasing Deposit
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Invoice and Receipt Bond
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Bonds
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How to Receipt Returned Bond Funds
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Create And Configure Bond Ledger
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How to Allocate bond to Invoices
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How to Refund a Bond To the Tenant
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Transfer Bond to Owner or Supplier
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How To Receipt Bond Funds
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How to Create A Bond Invoice
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How to Create a Bond Sub Ledger For A Lease
Sales (1)
Sales Trust Accounting & Deposits
Portals & Integrations (4)
User Access & Inspection Apps
Admin Portal (12)
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Cirrus8 Admin Portal Overview and Access
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Manage Tab Overview
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Email Templates
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Register New User
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Login Settings Overview
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Managing User Accounts
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Deactivate or Reactivate a User
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Online Users Overview
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Setting up new users in Cirrus8
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Administration
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Creating a new Maintenance Template and adding Services
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Office 365 Single Sign On & Domain Setup
Reports (3)
Agency, Tenant & Owner Reporting
Release Notes (1)
New Features & Bug Fixes
Training (1)
New User Training Guides & Webinars
