Landlords
Retaining Tax For Overseas Landlords
Retaining Tax For Overseas Landlords - Click on the 'Spanner' icon in the top bar. - This will bring up the 'Sage Company List' window. Double click on the appropriate Sage company. - This will take you to the 'Company' window for the selected ...
Landlord Statement and Payment
Landlord Statement and Payment After you have posted the 'Tenant Receipt' and 'Cleared Receipt' to Landlord (post SC on Landlord account) you can create the 'Landlord Statement'. - Go to the 'Landlord' module, select 'Statements' (bottom left) ...
One off Landlord Invoice
One Off Landlord Invoice - Go to the 'Landlord' module and click on 'Landlord Invoice'. - This will bring up the 'Post Transaction' window. - Click on the little grey box to the right of the 'Landlord' box to bring up the contact list. - From ...
Landlord Adjustment
Landlord Adjustment A Landlord Adjustment is a transaction that you wish to appear on the 'Landlord Statement' such as opening balance. - Go to the 'Landlord' module and click on 'Landlord Adjustment' this will bring up a new window. - Click on ...
Bank Clearance Day
Bank Clearance day for Agent - To set the bank clearance day, go to the 'Overview' screen and click in 'Preferences'. - Then in the 'Preferences' window select the 'Agent' tab from along the bottom. - Change the 'Bank Clearance Days' to 0. - ...
Credit Landlord on Invoice
Credit landlord on Invoice If you want to make funds available to the Landlord as soon as you raise rent charges to the tenant you need to apply the correct setting on property record. - Click on the 'Management' button within the property ...
Retaining Funds for Repairs
Retaining Funds for Repairs - Go to the 'Landlord ' module and double click on the Landlord from whom you wish to retain funds for repair. - In this screen down the right hand side you need to change 'Statement by' to 'Individual Properties', - ...
Deleting a Landlord Statement
Deleting a Landlord Statement - To delete an incorrect Landlord statement, go to the 'Landlord' module and click on 'Statements' in the bottom left corner of the screen to change the view to statements. - In this screen, highlight the statement ...
Landlord Statement Run
Landlord Statement Run - Go to the 'Landlord' module and click on the 'Statement' tab from the bottom left of the screen. - Select 'Statement Run'. - This will open the 'Generate Statements' window, it will have preselected all the statement; ...
Negative Statement
Negative Statement A ‘Negative Statement’ will be created when the rental income is insufficient to cover any expenditure. To allow a ‘Negative Statement’ you have to make sure the settings are correct in the ‘Landlord Record’ - Double click ...