Managing Account Forms and Signatures in FalconPro Real Estate Software
Introduction
Efficient financial documentation is vital for real estate management, and FalconPro Real Estate Software offers advanced tools to customize account forms and signatures for payment vouchers, receipts, invoices, and journal vouchers. This flexibility not only streamlines internal processes but also ensures compliance and professionalism in all financial transactions. This help guide details how to manage, customize, and apply signatures, remarks, and terms on account forms within FalconPro Real Estate Software, providing real estate professionals in the UAE with a clear roadmap for best practices.
Customizing Payment Voucher Signatures and Account Forms
Setting Up Signatures for Payment Vouchers
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Navigate to Administration > Master Files > Accounts within FalconPro Real Estate Software.
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Locate the section for “Payment Voucher Signatures.”
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Here, you can define and edit signature labels such as “Prepared by,” “Verified by,” “Approved by,” and “Saved by” in both English and Arabic.
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These customized labels will appear on all printed payment vouchers, ensuring clarity on authorization and approval processes for each transaction.
Applying Signatures to Other Account Forms
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The same customization options are available for invoices, supplier receipts, and journal vouchers.
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For each form, you can assign specific signature roles and titles, ensuring that every document reflects your organization’s workflow and compliance requirements.
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This feature is especially useful for companies with multi-level approvals or those needing to meet audit and regulatory standards.
Managing Receipt Remarks and Notes
Creating Standard Receipt Remarks
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In the same accounts master file section, you can add common receipt remarks such as “Paid amount of contract,” “Paid in full,” or any other frequently used note.
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These remarks can be selected during receipt creation, saving time and reducing repetitive data entry.
Customizing Terms and Conditions
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FalconPro Real Estate Software allows you to add or modify terms and conditions that will be printed on receipts, payment vouchers, and other financial documents.
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This ensures that every transaction includes the necessary legal or operational disclaimers, tailored to your business needs.
Receipt Notes for Owner Collections
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Receipt notes can be managed separately. These notes are informational and do not impact the accounts-they are used when receiving money on behalf of an owner.
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For example, you can note: “Received on behalf of owner, to be transferred accordingly. No further responsibility assumed.”
Step-by-Step: Receiving Money from Owners with Proper Signatures
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Go to Receipt Voucher:
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Click on Receipt Voucher and select “New.”
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Choose Collection Type:
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Select “Collection from Owners” or “Advance from Owner.”
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Select Payment Method:
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Choose cash, cheque, or bank transfer.
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Assign Owner and Property:
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Double-click to select the owner account. If the owner is associated with a specific building, you can also assign a cost center for accurate reporting.
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Enter Details and Remarks:
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Input the amount, date, and any relevant remarks (e.g., “Received from owner for property maintenance”).
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Save and Print:
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The receipt will include all configured signatures and remarks, ensuring professional and compliant documentation.
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Best Practices for Account Form Customization
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Keep Signature Titles Consistent: Use the same terminology across all forms for clarity and audit readiness.
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Leverage Multilingual Support: Customize signatures and remarks in both English and Arabic to meet UAE regulatory and business requirements.
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Update Terms Regularly: Review and update your terms and conditions periodically to reflect changes in company policy or legal requirements.
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Utilize Standard Remarks: Predefine common remarks to streamline receipt and voucher creation, reducing manual errors.
Conclusion
Customizing account forms and signatures in FalconPro Real Estate Software enhances professionalism, compliance, and efficiency in your real estate operations. By leveraging these features, property managers and accountants can ensure every payment voucher, receipt, and invoice is accurately documented, properly authorized, and clearly communicated. Implement these best practices to maintain seamless financial workflows and meet the highest standards in real estate software solutions.
Frequently Asked Questions (FAQ)
Q1: How do I add or change signature titles on payment vouchers in FalconPro Real Estate Software?
A: Go to Administration > Master Files > Accounts, then edit the “Payment Voucher Signatures” section to add or modify titles in English and Arabic.
Q2: Can I customize terms and conditions on receipts and invoices?
A: Yes, you can manage and update terms and conditions for all account forms in the master files section, ensuring each document reflects your business needs.
Q3: What is the difference between receipt remarks and receipt notes?
A: Receipt remarks are for standard transaction notes, while receipt notes are informational and used when receiving funds on behalf of owners, with no impact on accounts.
Q4: Can I assign signatures to other forms besides payment vouchers?
A: Yes, signatures can be customized for invoices, journal vouchers, and supplier receipts, supporting multi-level approval processes.
Q5: How do I link a receipt to a specific owner and property?
A: When creating a receipt, select the owner account and, if applicable, assign a cost center for the related building to ensure accurate tracking.