Notification Report in FalconPro Real Estate Software: Complete Guide

Notification Report in FalconPro Real Estate Software: Complete Guide

Introduction

Staying on top of critical deadlines, upcoming renewals, and pending actions is essential for efficient real estate management. FalconPro Real Estate Software offers an advanced notification and alert system to help property managers and accountants proactively manage their portfolios. This guide explains how to use and customize notification reports in FalconPro Real Estate Software, ensuring you never miss important deadlines for contracts, cheques, fees, and more.

Sources and Types of Notification Reports

FalconPro Real Estate Software provides two main ways to access and manage notification reports:

  1. Alert Button:

    • Located directly on the dashboard or main toolbar.

    • Displays all active alerts, such as contracts needing renewal, cheques to be submitted to the bank, uncollected due fees, due expense vouchers, and more.

    • Each alert shows the alert name, number of notifications, and the number of days before action is required (e.g., 30 days for contract renewal, 40 days for cheque submission).

  2. Report Screen – Home User Alerts:

    • Accessible via the home menu under user alerts.

    • Allows you to select specific notification types (e.g., passport renewal, cheque submission, cheque clearance, list of bounced cheques).

    • You can filter reports by date, notification type, and other criteria for targeted action.

Customizing Alert Notification Periods

  • Adjustable Days:

    • The number of days before an alert is triggered is fully customizable.

    • For example, by default, the system notifies you 30 days before a contract renewal, 40 days before a cheque should be submitted to the bank, and 30 days before uncollected fees or expense vouchers are due.

    • To change these settings, click the user icon or go to user administration, select the alert type, and update the number of days as needed (e.g., change cheque submission alerts from 40 to 50 days).

    • After saving, the system updates the alert period and reflects the change immediately.

Generating and Viewing Notification Reports

From the Alert Button:

  • Double-click any alert row (such as “Contract Need Renewal”).

  • The system displays a detailed report listing all relevant contracts, including:

    • Building name and number

    • Unit number

    • Contract number

    • Client name and mobile (if recorded)

    • Email address

    • Contract start and end dates

    • Parking details (if applicable)

    • Rent value

    • Remarks

From the Report Screen – Home User Alerts:

  • Select the notification type (e.g., “Check Should Be Submitted to Bank”).

  • Choose the date range for the report (e.g., up to today).

  • Click “Retrieve” to generate the report.

  • The report includes:

    • Receipt/voucher number and date

    • Cheque number and date

    • Amount (including replaced cheques and balances)

    • Bank and account details (if linked to a property)

    • Client mobile and email (if available)

    • Unit and building number (if defined)

Exporting and Printing Notification Reports

  • Print: Click the print icon to generate a hard copy of the notification report.

  • Export to Excel: Export the report for further analysis or sharing with your team.

  • Save as PDF: Save the report directly to your device for digital record-keeping.

Best Practices for Managing Notification Reports

  • Regularly Review Alerts: Check the alert dashboard daily to stay informed of upcoming actions.

  • Customize Alert Periods: Adjust the number of days for each alert type to match your business workflow and risk tolerance.

  • Use Detailed Reports: Leverage detailed reports for follow-up, client communication, and internal audits.

  • Automate Reminders: Use the notification system to automate reminders for contract renewals, cheque submissions, and fee collections.

  • Keep Client Data Updated: Ensure client mobile numbers and emails are recorded for automated notifications.

Conclusion

The notification report system in FalconPro Real Estate Software is a powerful tool for proactive property management. By customizing alert periods, generating detailed reports, and leveraging export options, you can streamline your workflow, reduce manual tracking, and ensure compliance with all critical deadlines.

Frequently Asked Questions (FAQ)

Q1: How do I change the number of days before an alert is triggered?
A: Go to user administration, select the alert type, and update the number of days. Save and refresh to see the change.

Q2: What information is included in a contract renewal notification report?
A: The report lists building name, unit number, contract number, client name, mobile, email, contract dates, parking, rent value, and remarks.

Q3: Can I export notification reports to Excel or PDF?
A: Yes, you can print, export to Excel, or save as PDF directly from the notification report screen.

Q4: How do I access notification reports for specific actions, like cheque submissions?
A: Use the report screen under home user alerts, select the notification type (e.g., cheque submission), choose the date range, and click “Retrieve.”

Q5: Are notification alerts customizable for different types of actions?
A: Yes, you can customize alert periods for contract renewals, cheque submissions, fee collections, and more.

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