Accounts

How to print your full transaction history as the HMRC / VAT department would like to see it?

How to export full transaction history

Deleting transactions

How to delete transactions from the transaction history

How to change the update VAT information

How to turn on and update VAT%

How to print a full transaction history as the HMRC / VAT department would like to see it?

The HMRC are likely be to interested in the chart of accounts relating to; Profit and Loss Accounts > Profit and Loss > Click to drill down into each of the income and expense accounts listed in the P&L report. These show all sales made, and expen...

Setting up fees and charges

How to write off rent

Go to the lettings section and find the tenancy in question. Select "write off rent" right at the bottom of the tenancy. Enter the amount of rent you're going to write off and add a memo, then press on the "write off rent" button.

How to pay rent from main account

How to pay rent with the money in the tenant's main account

Recording and Paying Corporation tax

Go to the account section > scroll down and select "record corporation tax" Enter the data, amount of tax are recording and a memo > then click "record" Once you have recorded the corporation tax > go back to the accounts page and click "pay corpo...

Record deposit held without affecting the bank account balance

How to a

Landlord main balance doesn't matches the property balance

If the landlord balance doesn't match the property balance, you might want to check if there are any payments that are unassociated to a tenancy. Go to the "main" account Click on the date filter "last 3 years" to a majority of your transactions >...

How to create rental invoices

How to automatically send rental invoices via email

What to do if a tenant makes a part payment

How we send landlord a partial months rent if we haven't received the full amount from the tenant but also charge full management fee.

Setting up NRL tax

How to automatically deduct NRL tax when making payments to Landlords.

Charging rent manually and resetting script for auto rent charges

How to charge rent due manually and to make sure that the next month charge is done automatically.

Changing deposit amount

How to amend the deposit amount or date after creating the charge..

Changing the Rent Frequency

How to change the frequency of rent from PW to PCM

Setting up default commission amount

How to setup a default commission amount