Landlord Module
Landlord Statement Consolidation
Within a landlord statement, you have the option of how you want the details to be displayed. Click on ‘Show Consolidation’ and this will change the view. When you are happy with the view click ‘Save and Exit’. In the next window click ‘Yes’. In ...
Landlord Aged Debtors
In the ‘Landlord’ module, click on ‘Landlord Aged Balances’. In the new window, select the dates you wish to display and the periods then click ‘Ok’. This then brings up the Aged Debtors window. In here you have the following options. ‘Calculate’ ...
Landlord Adjustment
A ‘Landlord Adjustment’ is a transaction that you want to appear on the ‘Landlord Statement’ such as an opening balance. Go to the ‘Landlords’ module, make sure Landlords is selected at the bottom of the page, then click on ‘Landlord Adjustment’ this ...
Landlord Self-Assessment
To produce a ‘Landlord Self-Assessment form’, go into the ‘Landlords’ module. Make sure ‘Landlords’ is selected at the bottom of the screen then click into a Landlord record. At the bottom of the screen, change to ‘Activity’, Then top right corner ...
Deleting a Landlord Statement
To ‘Delete’ an incorrect Landlord Statement, go to the ‘Landlords’ 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 you wish to delete and click ...
Landlord Statement Run
Go to the ‘Landlords’ module and click on ‘Statement’ (bottom left) then select ‘Statement Run’ A new window will appear, it will have pre-selected all the statements, however you can de-select any of these if you don’t want to produce them all by ...
Landlord Statement & Payment
Once you have posted the ‘Tenant Receipt’ and ‘Cleared Receipt’ to Landlord you can now create the ‘Landlord Statement’ Go to ‘Landlords’ module, select ‘Statements’ (bottom left) and click on ‘New Statement’ A new window will appear, click on the ...
Retaining Overseas Tax for Landlords
Click on the ‘Spanner’ icon in the top tool bar This will bring up the Sage Company List – double click on the ‘Company’ and this will bring up the ‘Company’ Window Click on ‘Client Nominals’ and make sure a % is entered in ‘Default Tax Reserve ...
Retaining Funds for Repairs
Go to the ‘Landlords’ module and double click on the Landlord from whom you wish to retain funds for repair In this screen down the right hand side (Landlord Management) you need to change ‘Statement by’ to ‘Individual Properties’ – make sure ‘Inc. ...
One Off Landlord Invoice
Go to the ‘Landlords’ module and click on ‘Landlord Invoice’. A new window will appear, click on the little box against ‘Landlord’ to bring the contact list up. From this window choose the Landlord from the list by clicking on the line once to ...
Add a New Landlord Record
To add a new Landlord, go to the ‘Landlords’ module and click ‘New Landlord’ You will be presented with the ‘Contacts-New’ screen as shown below, notice ‘Landlord’ is ticked by default as the ‘Contact Type’ and the information bar (right hand side) ...
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 ...
Receipting Rent (Landlord Version)
Go to the ‘Tenancy’ module – choose the ‘Tenancy Centre’ tab at the bottom of the screen and click on the Tenant to highlight which one you are receiving payment from then. Click ‘Tenant Receipt’. A New window will appear with the Tenants details. ...
Returning Deposit Held by Landlord
If you, as a Landlord, hold the deposit, and ‘Insurance’ is selected in the ‘Deposit detail’, when you move a tenant out, make sure there is a tick in the ‘Create Deposit Credit’ This will create a credit transaction for the deposit paid back to ...
Agent Statement (Landlord Version)
Within the ‘Property’ record, click on the ‘Ownership’ tab to open the ‘Property Ownership’ window and make sure the Agent is attached as below ‘Agent’ – Make sure an agent is selected ‘Flat fee or Percentage’ – Enter either a flat fee or % ‘Fee ...
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’ ...
Paying NRL Tax
This can either be done through the ‘Agent’ module, then click on ‘Pay NRL Tax’ or through the Landlord Record Agent Module - Landlord Record - Click on the Landlord Record and click on ‘Account’ in the right hand side column In the new window, ...
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 ...