The Landlord Module

The Landlord Module

This document will explain the ‘Landlord Screen’ and its application features and icons.

 The Landlord Screen has 3 different view types;

The first is the ‘Dashboard’ view. This view type gives you an overview of your Landlords.  


Dashboard View


The second is the ‘Landlords’ view. This lets you view your Landlords through any of the filters on the left of the screen.

Landlords View


Finally, we have the ‘Statements’ view. This view lets you see your statements through any of the filters located on the left of the screen.

Statements View


Options Section (Landlords View Type)




 

 New Landlord

Will open the ‘New Contact’ screen to create a new contact with the ‘Landlord’ contact type pre-selected

 Edit Landlord

Will open an existing highlighted Landlord and allow you to edit/add details into the Landlord contact record

Delete Landlord

Will remove the highlighted Landlord contact from the system – please note any financial activity for this Landlord will still exist in sage

Finance Section




 

 Landlord Payments

Will open the ‘Landlord Payments’ screen to post any outstanding payments due to the Landlord.

Landlord Receipt

Will open the ‘Receipt’ screen to create a receipt for any invoices posted against a Landlord.

Landlord Invoice

Will open the ‘Post Transaction’ screen to create a one off invoice against the Landlord.

Landlord Adjustment

Will open the ‘Post Adjustment’ screen to create an adjustment against a Landlords account.

Landlord Aged Balances

Will open the ‘Aged Debtors (Landlords)’ screen. From here you can view how much the Landlord owes.  


Outlook Section

Clicking on ‘Send to Outlook’ will send the existing contact/landlord highlighted to outlook as a contact.

Communicate Section





Please see the document ‘Sending Mass Letters, Emails and SMS’ for more details.


Print/Export Section

 

Print Statements

Will allow you to select from a list of all statements produced in the past and print multiple statements as necessary.

Export to Excel

Will export the current ‘view’ to an excel spreadsheet, i.e. if the filter was set to ‘All Let’ it will export that list of only ‘All Let’ properties onto an Excel Spreadsheet.

(This currently only works with Microsoft Excel software)

Landlord Reports

There are currently no ‘Landlord Reports’ we are looking at this for future development.

Dashboard

Can produce graphs (Bar, Pie, Doughnut, Line etc) for particular Filters from either ‘Property’, ‘Diary’, ‘Tenant’, ‘Work orders’ or ‘Contacts’.

Examples:


 











Tag Section


This section allows you to select multiple entries at once (by ticking each one) for mass communication. For example selecting SMS and selecting a template allows you to merge the selected contacts.


 Views Section


 User Views

This allows you to make a personalised filter in the left side bar.


Select Columns

This allows you to select which columns you would like to show on the Landlord main screen


 


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