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Weles3 onboarding
1. The contract and requirements query.
We sign the necessary documents and collect information about your general needs.
You provide us with data for import along with information on charges calculations and settlements.
We enter data into Weles3 system. We set up the charges and the basic chart of accounts.
We teach basic navigation through the system. We show how to use help.
You verify the entered data and we agree on possible corrections.
We present further functions of the system. We show you how to use support.
Thank you for choosing Weles as your partner!
We want the process of trasfer from your current system to Weles3 to be stress-free for you and to be carried out in the most efficient and effective way. Throughout the implementation period, we offer you:
  • Help of our support team
  • Full and clear documentation of the required data
  • Remote training on system functionality
  • Full phone and e-mail support
Contract signing and requirements
At this stage, we will prepare and sign Weles3 and GDPR contracts with you. We will also ask for designation of contact persons responsible for the implementation from yoiur side. We will determine the set of properties that will be moved to Weles3 and the general requirements:
  • Charges and settlements positions
  • Method of recording communal/developer premises
  • Method of recording additional premises (garages, sheds))
  • Number of owner clearing accounts
  • Chart of accounts
  • File formats for imports from banks
  • Training platform (Hangouts, Meet, Teams, Zoom)
Next step
You provide us with data for import along with information on charges calculations and settlements.
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