Solutions
We have been working with a number of housing associations to develop a suite of solutions designed to take an out of the box Microsoft Dynamics installation and transform it into a system for managing housing processes. We have two types of solutions Housing specific solutions and add-on solutions which can be installed to provide additional functionality to any Microsoft Dynamics implementation.
Housing Specific Solutions
Core Entities and Structure
Our core entities and structure provide the building blocks to allow the housing specific solutions to run, they can also be used for any housing organisation who wishes to use Microsoft Dynamics to manage resident contact
Tenancy Creation and Management
Manage all aspects of tenancies including the creation, termination, void processing and cost calculations. Back-charges and mid week/month start dates fully supported within this module
Rent Engine
Create all the required debit transactions on the active accounts. Automatically roll over new charges at rent uplift time. Roll up individual charges into summary transactions but with a full breakdown for reporting/analytical purposes. Keep track of what has been processed so if any crashes/disconnects occur the rent engine will pick up from where it left off when next run
Service Charge Module
Flexible Custom Grid which allows the allocation of total charges across groups of properties as required. These charges are then picked up and processed by the rent engine to create debit transactions. Depending on the configuration the service charge can then be rolled up with the rent or left as separate items on the transactions/rent statement
Payments Module
The Payments Modules allows direct import and allocation of benefits (local authority notifications), bank payments, allpay transactions etc. into Microsoft Dynamics. Templates are configured to allow the import of multiple file types such as csv, txt and xml. Manual payments and adjustments are also catered for
Direct Debit Module
Automatic processing of direct debits include the creation of Bacstel and Auddis files and the the import of Addac and Arudd files. Alerts can be configured to trigger failures together with an automatic reversal of transactions. Additional functionality allows for multiple direct debits per person/rent account to be configured, making it easier to track UC payments
Arrears Module
A fully comprehensive arrears process which starts with the automatic calculation of net balance. The module can be configured for technical arrears, tolerances, payment plans and combinations of arrangements. The current state of the rent account allows for powerful analytics and reporting, giving trend analysis for individual and/or groups of tenancies as well as for the organisation as a whole
Rent Increase Module
Allows for percentile increases or more complex formulas based on property and tenancy type and other categorisations which are all fully customisable
Export Module
Close down financial weeks and export categorised totals for import into financial systems
Balance Calculator
Provides a running balance of debits/credits on the rent and sub-accounts. Automatically re-calculates based on transaction dates if old transactions entered
Transaction Archiver
The transaction archiver will archive old transactions to an external SQL database set the Dynamics balance field to opening balance.
This solution is designed to free up space in Dynamics but with the information being visible via a SQL view to provide a view from Dynamics of all archived records
Autonumber
This solution automatically assigns a unique, sequential number to new records
Add-on Solutions
Integration Framework
Quickly import tenancies, accounts, charges, transactions and resident information as a one off upload or schedule for periodic updates
Quick Alerts
Fully configurable custom flags that can be set-up to appear on any form based on any data change. Quickly see if a tenant is in arrears, is hard of hearing or is overdue a visit
Advanced Find Count
Quickly see the total number of records returned for any advanced find query run
Pre-configured cases
Quickly log a case from a person record by selecting the appropriate housing specific category and sub-category. Case types include: Complaint, ASB, Rent Enquiry, Repair and many more besides. As with all our modules case types are fully configurable
Outgoing SMS
Fully configurable text sending service that can be setup to send text messages manually or automatically based on workflow triggers