7.01 Get started with Vera

This article will suggest the sequence of the actions to kick off with Vera.

1. Invite your colleagues:
   To invite users to your team you should have access to the teamsettings. Invite existing or new users following these steps: 1.01 Invite users
   
   
2. Import your buildings:
   Buildings can be added manually via the userinterface, or you can import them via an importfile following these steps: 7.02 Import buildings
   
   
3. Import your companies:
   You can easily import you companies starting from a csv file. We explain how in this article: 7.05 Import companies
   
   
4. Import division keys *
   Division keys can be added manually via the userinterface, or you can import them via an importfile following these steps: 7.03 Import division keys 
   
   
5. Configure team / user responsibillities
   Per HOA you should define the responsibilities of you and/or your colleagues (the users). To do so, please follow these steps: 3.02 Creating responsibilities
   
   
6. Define Case Classifications & statusses
   See article: 1.11 Manage case classification & statusses
   
   
7. Define Task Types
   See article: 1.08 Manage task types
   
   
8. Connect to your mailbox / calendar
   Connect your mailbox to the application, it will improve your efficiency for casemanagement but also to automate the invoice scanning. Read this article: 8.06 Manage mailbox and agenda
   
   
9. Configure provision settings *
   
   
   
10. Define general ledger structure *
    - Define the general ledger structure in the teamsettings: 3.04 Creating general ledger accounts
    - Import the GLA to a HOA: 7.04 Import general ledger accounts
    
    
11. Connect to your Octopus account *
    If the propertymanager doesn't have an octopus account yet, complete the order form attached to this article (OctopusBestelformulier.pdf) and send it to [email protected].
    
    When the account was created in Octopus, the binding can be configured via the teamsettings, see this article: 1.09 Manage integrations.
    
    
12. Bind Hoa to Octopus Dossier *
    To connect the HOA to you Octopus dossier, read this article: 3.03 Activating the integration with Octopus
    
    
13. Apply default general ledger accounts to HOA:
    See article: 7.04 Import general ledger accounts
    
    
14. Activate CODA connection in Octopus *:
    To activate your CODA connection in Octopus please follow these steps: https://www.octopus.be/nl/handleiding/gratis-coda-mandaat
    
    
15. Bind Easypost *:
    If you wish to setup a new Easypost environment so KPC can automate your prints etc please complete the request form attached to this article.
    When completed, please send it signed to [email protected]

Categories marked with a * should only be done when you manage home owner associations.