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

This page outlines how to use a float to make a supplier payment

1. Enter float target

From the landlord record:

  • Right-click Payments and select Manage Floats- float funds are associated to each property

In Landlord Floats screen:

  • Set float: enter a float target, then repeat for each of the landlord’s properties
    Float funds are associated to each property

Tip

When the landlord ledger receives funds, the system will automatically attempt to retain the float target amount when payment to the landlord is made

2. Retain float

When a supplier invoice has been posted and is ready to be paid:

  • Open Landlord Payments screen

  • In Retain Float (bottom of screen), enter the amount of float you wish to use by inputting as a negative value and click Post

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