Finance - Agent

• Related Articles

• Finance - Landlord (Owned)

  In the ‘Finance’ tab within the property record, ‘Activity’ across the top shows all the transactions that have been raised against the property and posted into sage.   Use the Date range tool below to set a date period you wish to view. You are also ...

• The Finance Module (Landlord Version)

  Finance Module – Landlord Version Print/Export Section   Export to Excel This allows you to export the list displayed to Excel Print List This allows you to print the list displayed Configure You can configure the dates you would like to view and ...

• The Agency Dashboard (Agent Version)

  Within the ‘Agent’ module you have the Agency Dashboard, which is an overview of the financial activity – Client Control Account   This shows the activity in the client account from receipting the rent to transferring agent fees Financial Headlines   ...

• My Activity & My Inbox

  My Activity Get an instant view of your own upcoming appointments and tasks with a click of a button with ‘My Activity’. Each user can also change their own password and update their contact information within ‘My Details’. You can create a new task, ...

• Manually Adding a Company Logo to Landlord Statements/Reports

  Go to the ‘Landlords’ module and go into the ‘Statements’ tab in the bottom left corner, double click on any current statement. This will the open up the ‘Landlord Statement’ window – from here click on the ‘Print’ icon to open up the ‘Reports’ ...