Syndicates or Funds? Please note that a reference to Syndicates in this manual also includes Funds and the type of investment is selected when the financial account is created.
Please refer to this article for details of setting up Syndicate Investor Communications
The Syndicates module is a fully featured financial accounting module that can be applied and used for any financial accounting requirement including property syndicates, managed funds etc.
You can:
- Run internal financial statement
- Automatically issue investment receipts and investment certificates
- Run a loan book register.
- Calculate Net Present Asset Value (NPAV) per unit.
- Allow you to calculate and create investor payment summaries for interest and distributions.
- Manage workflows and provide statistical analysis.
- Can be linked to the Project Management module for detailed planning.
- Link to expense management to track marketing and fund related expenses.
- Track opportunities and enquiries.
Syndicates/Funds that have been added are visible and searchable using the Syndicates view in CompleteEmpire. From this view new syndicates can be added, edited and viewed in detail. The search panel can be used to filter syndicates using a number of applicable criteria.
A property syndicate is a group of people who collaborate together to create something that may not have been possible on their own. It requires the right development land, location, design team, project management team to maximise the site potential and a group of investors to realise that potential and minimise risk for all parties.
- Click {Syndicates} - to open the Syndicates view. Find Syndicates under Syndicates in the Main Menu.
- Syndicates Work Area Header.
- Syndicates Work Area Quick button group.
- Search Panel - Opens automatically when the Syndicates view is selected.
- The Advanced Search Bar is automatically opens in the Syndicates view. Close using the [Right Close Arrow] a grey icon to the left of the Search Panel header.
- Grid headings are interactive and can be sorted in ascending or descending order by clicking once. The column which has been sorted will be marked with an arrow – up for ascending and down for descending.
- The grid column titles can also be sorted by clicking on the (ellipses) three dots to the right of the title.
- A drop-down box appears and the user can also choose to remove or add column headings to change the grid view.
- Columns can be reordered by clicking and holding down the mouse on the grid title and dragging it into its new position. Column widths can be adjusted by clicking and dragging the vertical border of the grid title.
- [View Summary] - Opens the highlighted Syndicates in the Syndicates Summary view.
- [Create New] - Opens the New Syndicates window.
- [Edit] - Opens the highlighted syndicate in the Syndicates Edit view.
- [Bin] - Deletes the highlighted syndicate. Opens a confirmation window "Are you sure?" Yes/No.
- [Refresh] - Refresh the displayed screen to review changes.
- The Advanced Search Bar is automatically opens in the Syndicates view.
- Use [Right Close Arrow] a grey icon to the left of the Search Panel header to close the Search Panel.
- Enter search criteria as required.
- Clear the search fields clicking [Clear Search] or the Clear Search link at top right.
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