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General/sales/lettings

How do

a

I raise an invoice on a sales property? (UK specific)

Tip

Sales invoicing functionality allows all charges to a client to be logged and then allocated to an invoice - the invoice be generated, printed & emailed via AgencyCloud - credit notes and payments can also be logged - click here for more information

Can I archive a property? Is it possible to get a property out of the archive?

Tip

When a property is no longer required it can be archived - an archived property record can be searched for, reported on & also recovered from the archive - click here for more information

How do I change a lettings property to a sales property? (& vice versa)

Tip

A property record can be dual marketed on AgencyCloud (i.e. a sales property record can also be a lettings property record, and vice versa) - this option can also be used to convert a sales/lettings property to a lettings/sales property - click here for more information

How do I add a joint landlord?

Tip

From the property record, click the landlord name to access the landlord record - then, in the Joint Landlords panel, click Add - click here for more information

How do I report on buyers & email them?

Tip

To get a report on buyers, an offer report needs to be run - after running the report you can choose to email - click here for more information

How do I send an email in bulk to all my landlords or tenants?

Tip

The Advanced Search function can be used to send emails in bulk to all landlords or tenants - click here for more information

Where do I add the council tax band? (UK specific)

Tip

The council tax band is added on the property marketing screen (where configured) - click here for more information

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Can I change a landlord’s client account?

Tip

Providing there have been no transactions on the landlord ledger, a landlord’s client account can be changed - click here for more information

How can I make sure that any bank details added to AgencyCloud are correct/valid?

Tip

A configuration option is available that requires new bank details (or changes to existing details) to be approved before they can be used - click here for more information

How do I run a report on landlord or tenant debt?

Tip

The Chase Arrears screen provides a report on landlord or tenant debt - click here for more information

How can I set it up so joint landlords are paid to individual bank accounts?

Tip

Individual bank accounts for landlord payments are set-up via the tenancy record - click here for more information

How do I run a report on supplier debts?

Tip

You need to use the Query Transaction function - click here for more information

A landlord statement has failed to send in the Landlord Statement Run - how do I locate the issue and fix it?

Tip

When a landlord statement fails to send in the landlord statement run, this can be due to a number of reasons - click here for information on the various errors which can be seen and how to fix them

How do I find a receipt/payment made?

Tip

If you are unable to locate a receipt or payment made on AgencyCloud, the Bank Statement Analysis report can be used to trace it - click here for more information

We use a separate deposit account - how do I raise a tenant deposit?

Tip

For information on how to raise a tenant deposit when using a separate deposit account - click here

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