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This guide has been reviewed against our global client base and classed as relevant to all regions |
As part of the new user interface (UI) project, the landlord screen has been redesigned to bring it in line with previously redesigned screens
All existing functionality exists but with a refreshed look and feel with enhanced usability features
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1. Accessing Landlord Financial Details screen In the Financial panel:
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2. Payments, Statements & Transactions plus right-click options
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3. Journal entries replace contact notes As seen in other new UI screens, a contact note is now termed as a journal entry - |
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journal entries are shown in the Activity Feed Adding a contact note is now done like this: |
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4. Documents & Save options
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| Excerpt | ||
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As part of the new user interface (UI) project, the landlord screen has been redesigned to bring it in line with previously redesigned screens |