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Getting started with NexOne Office
Dashboard
Action items
Calendar
Listings
- Create an listing of type ''Lease''.
- How to create a listing " Sale of Property
- Create a listing of type ''Buyer Agreement''.
- Create a listing of type ''Multiple lease''.
- Create an ''Exchange'' type listing
- Create a listing of type ''Loan secured by real estate mortgage''.
- Create a listing of type ''Sale or Lease''.
- Board
Transactions
- Transaction menu
- How to complete a transaction (Quick Guide)
- Transaction Reports
- Mortgage referral
- Trust
- Office Referrals
- Deposit to be refunded from the disbursement
- How to generate and send an invoice to a lawyer or other brokerage
- Disbursements
- Quick Access
- Cashing the commission of a transaction
- Cashing an advance on a commission
- Partners
- Canceling a transaction cash receipt
- Disbursement of a transaction (pay the commission)
- Find a transaction by amount received
- Saving the trade record sheet in the EDM
- Adding funds to an open credit
- Survey's
- Sending transaction account statement and invoices to an agent **New**
- Commission by Level
- How to create a split invoice from a transaction
- How to add EFT information for a collaborating Brokerage
- How to create an invoice
- Copying a Transaction
Documents
- Bunker
- Document by Folder
- Document Upload
- Documents to Validate
- Copy Documents
- Invalid Documents
- Documents by Listing
- Documents by Transaction
- Listings Missing Documents
- Transactions Missing Documents
- Logs
- Document transfer
- Mandatory documents
- Confirm your documents extension
- How to Transfer from listings and transactions
Electronic Documents Management (EDM)
- Add a scanner (agent access)
- Default share type of documents generated by NexOne Office
- Upload documents to NexOne Office (GiMMi WEB)
- Authorising an agent to use the simplified document sending by email feature to NexOne Office
- Send documents by Emails via NexOne Office
- Add documents to EDM
- System tasks & Mandatory documents
- Checkboxes in EDM
Agents / Non-Agents
- Agents
- Non-Agents
- Split Commission Plans
- Deductions
- Adding a deduction
- Points report by agents
- Recurring charges
- Incomes
- Credit cards
- Vacations and replacement
- EFT Accounts
- Adding a credit card to an agent's account
- Expiring credit cards
- EFT and credit card automatic withdrawals
- Adding EFT withdrawals and deposits to agent accounts
Accounting
- Cash Receipts
- Accounts Receivables
- Accounts Payable
- Accounting Reports
- Control Tools
- Manual Entries
- Deferred Cheque Print
- Payments (Cheques and EFT)
- Income and Expense by Project
- Export
- Electronic Funds Transfer
- Fiscal Year
- Gap Adjustment in a transaction
- Batch Invoice Online Payments
Contacts
- Offices
- Lawyers / Notaries
- Lending Institutions
- Board Offices
- Board Agents
- Office Agents
- Cities (Quebec Only)
- CRM - UNDER CONTACT
- Contacts sharing
- How to delete contact - admin
Reports
- Office
- Fintrac
- Comparative
- Trust Account
- Agents and Non-Agents
- Invoicing
- Franchisor
- OACIQ Registries
- Donations (generate repport to organisation that includes agent's name)
- Transactions*
Interactive report
Communication
- Lawyer/Notaries
- SMS (en)
- Fax
- Post a message internally through the Agency Portal (Admin only)
- Issue sending emails
Tips and tricks
- Add NexOne Office to your iPhone's home screen
- How do I create a letter of departure from a broker?
- Allow Pop-ups
- Open all documents & Open documents to validate
- Add NexOne Office to your Android's Home Screen
- Shortcuts
- Help
- Get a 1-on-1 training
- What to do when an agent leaves the brokerage?
- Changing language settings for the Help Center
- Eligible expenses as a self-employed worker
- My first interactive report
- How to assign a scanned signature to a letter signer?
Administration .
- Set up
- Security
- How to create a custom fields
- How to create a new branch (new office)
- User password reset or modification
- Bunker Ingestion
- Remax Québec Export
- Comment créer un champ variable
- Special Functions
- Enabling agent Feature Access
- Manager your broker accounts
- Taxes for GL Accounts
- Prospects Import
- Royal Lepage export-FRS (Financial Report Service)
FAQ
NexOne Office shortcut for Android
New Features
- New features- Admin listing and transaction report Profiles
- Listing address update admin
- Transaction - Transaction Profile
- Link a transaction report to a buyer agreement
- Admin - Buyer Agreement documents in Transaction report and Transaction
- Overlapping mandatory documents removed
- Manually sending missing documents email
Transfer of accounting entries
Adding clients and FINTRAC
What's New?
Training Guides
Below you will find a link to different guides that will help you get started with NexOne Office:
FAQ
Recently Updated Articles
Contact Us
Send us a Support Request: Help Center
Call Us: 1 (877) 699-0255
Remote Support:
For Remote Support, please click on the following links instructed by your Support Agent.
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