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Fiona Hardy

Fiona Hardy

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Info

This guide has been reviewed against our global client base and classed as relevant to

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all regions

Tenant arrears on the

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Organiser can be filtered by office or manager

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1. Filter option

From the

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Organiser, Property Management panel - options are:

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  • By Office

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  •  shows just your office's data

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  • By Manager shows data for properties where you are identified as the Key Contact

Your system may also be configured to offer one/both:

  • By Prp.Manager shows data for properties where you are identified as the Property Manager

  • By Prp.Admin shows data for properties where you are identified as the Property Administrator

Info

For more information on the Property Manager/Administrator filter options,
click here

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2. Tenant

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arrears option

From the Property Management panel:

  • Click Tenant

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  • arrears

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  • The

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  • Arrears screen will be

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  • displayed showing filtered information according to the option selected
    (as outlined in step 1)

Tip

If the Tenant arrears option isn't showing in the Property Management panel:

  • Click the cog in the panel header (shown in step 1)

  • In Pick categories to display, tick Tenant Arrears

  • Click the tick in the panel header to save

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labelsarrears clientaccounts_rnote_12_114 12_114

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Excerpt
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Tenant arrears on the Organiser can be filtered by office or manager