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General/sales/lettings
Am I able to install AgencyCloud on my laptop/PC?
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Am I able to get access to configuration and maintain user accounts?
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When I use AgencyCloud, my laptop runs slowly and sometimes freezes/crashes - how can I get this fixed?
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If a landlord is currently a joint landlord on a property but now needs to be the sole landlord on a new property, how do I set this up?
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I’m missing important items in Activity Feed streams because there are too many other items showing - is there a way I can remove some entries?
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A match on a 2-bedroom semi-detached house is giving me applicants are looking for 2-bedroom flats - what do I need to change to make matching work better?
How do I change a lettings property to a sales property? (& vice versa)
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How do I add a joint landlord?
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How do I send an email in bulk to all my landlords or tenants?
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Where do I add the council tax band? (UK specific)
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Power Reports
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This section pulls together some recently requested Power Reports as saved (.rrd) files To download any of the reports below:
The Power Reports library (see link above) contains 70+ commonly used Power Reports saved as .rrd files which you can download and import into AgencyCloud - making building Power Reports quicker & easier |
Lettings properties with expired or expiring certificatesExpired or expiring certificates can be discovered via the Property Management panel or by running a Power Report - click here for information on how to do this: Reporting on expired/expiring certificates | ||||||||||
Lettings properties with specific certificate typeThis report returns lettings properties that have details of a specific certificate type uploaded to AgencyCloud - use Type field to select the type of certificate you wish to report on e.g. select EICR type to return properties that have details of an electrical installation condition report uploaded |
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Anniversary reportLive & archived properties (for the current office) with an exchanged date in a given range e.g. to generate a list of people who exchanged in January one year ago, enter dates as from 01/01/yy to 31/01/yy |
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Managed tenancy reportThis report returns tenancies where the tenancy Role is set to Managed tenancy |
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Properties with EPC (UK specific)This report returns current sales/lettings properties with an uploaded EPC graph To get a report that also shows EPC rating figures, click here for more information |
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Current vendor/landlord with no IDThis report returns current sales/lettings properties to identify vendors/landlords without ID checks uploaded |
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Can I change a landlord’s client account?
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How can I make sure that any bank details added to AgencyCloud are correct/valid?
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How do I run a report on landlord or tenant debt?
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How can I set it up so joint landlords are paid to individual bank accounts?
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How do I run a report on supplier debts?
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A landlord statement has failed to send in the Landlord Statement Run - how do I locate the issue and fix it?
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How do I find a receipt/payment made?
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We use a separate deposit account - how do I raise a tenant deposit?
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| Excerpt | ||
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The most recent / popular ‘how do I?’ queries received by the Reapit Support teams |
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