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TRIDENT MANAGING AGENT SOFTWARE
SYSTEM OVERVIEW

Data Module (please note that this is only a brief overview)

In this module the user is required to set up:

  • Company Information (details of the company that controls the building)

    • Name,

    • Addresses

    • Contacts

    • Registration Number etc.

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  • Building Information

    • Name,

    • Addresses,

    • Contact Numbers,

    • Registration Number/s,

    • Erf Number/s,

    • Bank Details

    • Dates

    • Associates (Plumber, Electrician, Portfolio Manager, Attorney, Accountant)

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  • Codes

    • Action Day Types

    • Address Types

    • Bank Types

    • Bank Account Types

    • Bank Branch Types

    • Building Types

    • Column Heading Types

    • Contact Types

    • CSV Types

    • Date Types

    • Debtor Types

    • Delivery Types

    • Direction (Facing) Types

    • Document Types

    • Entity Types

    • Format Types

    • Interest Types

    • Language Types

    • Ledger Account Types

    • Municipality Types

    • Note Types

    • Number Types

    • Region Types

    • Roof Types

    • Title Types

    • Transaction Types

    • Unit Types

    • Wall Types

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  • Parameters

    • Levy per Participation Quota

    • Insurance per square metre

    • Default Transaction Types

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  • Unit Information  

    • Section Number

    • Door Number

    • Size in square metres

    • Participation Quota

    • Rooms

    • Exclusive Use Areas

    • Insurance Values etc.

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  • Debtors

    • Owner/Tenant Names,

    • Interest Rate

    • Addresses (Street, Postal and Statement)

    • Contact Numbers (Telephone, Facsimile, Email, Cellular)

    • Dates

    • Recurring Monthly Transactions

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  • Tariffs

    • Electricity (by building)

    • Water (by region)

    • Gas (by area)

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  • Notes 

    • Trident has a comprehensive Notes (Memo) system.

    • Notes can be diarised to Alert you or another user at a future date.

    • Notes can be created for different levels :

      • Users

      • Buildings

      • Units

      • Debtors

      • Entities

    • Notes can be categorised :

      • General

      • Arrangements

      • Pets

      • etc.

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Debtors Module (please note that this is only a brief overview).

All the debtors transacting is done in this module:

  • Transactions

    • Change Batch

    • Copy Batch

    • CSV Debit Order Export

    • CSV Receipts Import

    • Delete Batch

    • Electricity Usage

    • Global Transactions

    • Interest Generation

    • Journal Transactions

    • Late Payment Fee Generation

    • Levy Generation

    • Month-End Rollover

    • Reverse Batch

    • Un-Delete Batch

    • Water Usage

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  • Reports 

    • Address Labels

    • Age Analysis

    • Audit Trail

    • Batch (Transactions)

    • Building Information Summary

    • Building To-Do (Transactions)

    • Financial Year

    • Levy Roll

    • Notes

    • Outstanding Balances

    • Owners/Tenants Register

    • Statement Email/Fax Delivery Log

    • Statements

    • Trial Balance (Debtors)

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