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This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APACall regions

This page explains how to transfer a float between a landlord's properties


1.  Select transfer option

From the landlord record:

  • Right-click Payments and select Manage Floats

  • Beside the property you wish to transfer funds from, click Transfer


Select:

  • Transfer float from another property to the property selected 

    or

  • Transfer float to another property from the property selected

The Transfer Float screen is displayed, as shown in step 2


2. Enter amount

From the Transfer Float screen:

  • Depending on your selection in step 1, select either the Transfer From or Transfer To option 

  • In Amount to Transfer, enter the amount

  • Click OK 

 

The float will now be transferred and allocated from the original property to the new property (see 2a)




Expand
title2a. Transferred float


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How to transfer a float between a landlord's properties