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This guide has been reviewed against our global client base and classed as relevant to |
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Before changing a landlord on a property,
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all transactions must be
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cleared
This page outlines how to change a landlord where no transactions exist - click here for guidance
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changing the landlord when transactions are involved
1. Check for outstanding payments |
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From landlord: Click Transactions to ensure there are no outstanding payments to be made If the screen is blank, then the landlord record can be removed from the property safely
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3. Adding the new landlord
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3. Add new landlord Click Landlord  Image AddedThe Search Landlords screen is displayed, use this to search for the required landlord Double-click when found - the landlord will be added to the property
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This search is for landlord records only |
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- to include contacts in the search, tick Include contacts |
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Related articles
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Before changing a landlord on a property, all transactions must be cleared - this page outlines how to change a landlord where no transactions exist |
