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Info

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

This page outlines how to transfer a float amount to a different landlord's property

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1.

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   Select transfer option

From the landlord record

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:

  • Right-click Payments and select Manage Floats
    The Landlord Floats screen is displayed

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  • To the right of the property you wish to transfer funds from

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  • , click Transfer
    Options are:

    • Transfer float from another property to the property

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    • selected
      OR

    • Transfer float to another property from the property selected

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2.

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Select the property to transfer to

From the Transfer Float screen:

  • Depending on your selection in step 1

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  • , select either the Transfer From or Transfer To option 

  • Right-click Select and select Transfer to another landlord property

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  • The property search screen is displayed to allow you to search for the property that the float amount is to be allocated to

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  • Double-click

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  • the property

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  • when found

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3.

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Transfer complete

The transfer details will be displayed on the Transfer Float screen

  • Check the transfer details are correct and click OK

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  • The float will be removed from the original property it was allocated to and will now

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  • be shown on the

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  • new property just selected

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How to transfer a float amount to a different landlord's property