Hot topics - recent 'How Do I?' queries to Reapit Support

This page pulls together the most recent / popular ‘how do I?’ queries received by the Reapit Support teams, along with advice on how to solve or fix each query

The latest queries are listed below - click the title to view the query & its related answer

If you’re new to using AgencyCloud, or just want the basics, you might find this page useful:

Getting started / quick guide - for sales, lettings & property management

General/sales/lettings

How do I raise an invoice on a sales property? (UK specific)

Sales invoicing functionality allows all charges to a client to be logged and then allocated to an invoice - the invoice be generated, printed & emailed via AgencyCloud - credit notes and payments can also be logged - click here for more information

Can I archive a property? Is it possible to get a property out of the archive?

When a property is no longer required it can be archived - an archived property record can be searched for, reported on & also recovered from the archive - click here for more information

How do I change a lettings property to a sales property? (& vice versa)

A property record can be dual marketed on AgencyCloud (i.e. a sales property record can also be a lettings property record, and vice versa) - this option can also be used to convert a sales/lettings property to a lettings/sales property - click here for more information

How do I add a joint landlord?

From the property record, click the landlord name to access the landlord record - then, in the Joint Landlords panel, click Add - click here for more information

How do I report on buyers & email them?

To get a report on buyers, an offer report needs to be run - after running the report you can choose to email - click here for more information

How do I send an email in bulk to all my landlords or tenants?

The Advanced Search function can be used to send emails in bulk to all landlords or tenants - click here for more information

Where do I add the council tax band? (UK specific)

The council tax band is added on the property marketing screen (where configured) - click here for more information

Power Reports

This section pulls together some recently requested Power Reports as saved (.rrd) files

To download any of the reports below:

click the required .rrd file
Click Download and choose a place to store it on your PC/laptop
See the Power Reports library for instructions on how to import the file into AgencyCloud

The Power Reports library contains 70+ commonly used Power Reports saved as .rrd files which you can download and import into AgencyCloud - making building Power Reports quicker & easier

Lettings properties with expired or expiring certificates

Expired or expiring certificates can be discovered via the Property Management panel or by running a Power Report - click here for information on how to do this

Lettings properties with specific certificate type

This report returns lettings properties that have details of a specific certificate type uploaded to AgencyCloud - use Type field to select the type of certificate you wish to report on
(also may want to click Pick Property Criteria & add Lettings Status & Office options to narrow down report results)

e.g. select EICR type to return properties that have details of an electrical installation condition report uploaded

Anniversary report

Live & archived properties (for the current office) with an exchanged date in a given range

e.g. to generate a list of people who exchanged in January one year ago, enter dates as from 01/01/yy to 31/01/yy

Managed tenancy report

This report returns tenancies where the tenancy Role is set to Managed tenancy
It also has blank criteria fields added for Manager & Status - allowing the report results to easily be filtered by Property Manager and/or Tenancy Status

Properties with EPC (UK specific)

This report returns current sales/lettings properties with an uploaded EPC graph

To get a report that also shows EPC rating figures, click here for more information

Current vendor/landlord with no ID

This report returns current sales/lettings properties to identify vendors/landlords without ID checks uploaded

Accounts specific

Can I change a landlord’s client account?

Providing there have been no transactions on the landlord ledger, a landlord’s client account can be changed - click here for more information

How can I make sure that any bank details added to AgencyCloud are correct/valid?

A configuration option is available that requires new bank details (or changes to existing details) to be approved before they can be used - click here for more information

How do I run a report on landlord or tenant debt?

The Chase Arrears screen provides a report on landlord or tenant debt - click here for more information

How can I set it up so joint landlords are paid to individual bank accounts?

Individual bank accounts for landlord payments are set-up via the tenancy record - click here for more information

How do I run a report on supplier debts?

You need to use the Query Transaction function - click here for more information

A landlord statement has failed to send in the Landlord Statement Run - how do I locate the issue and fix it?

When a landlord statement fails to send in the landlord statement run, this can be due to a number of reasons - click here for information on the various errors which can be seen and how to fix them

How do I find a receipt/payment made?

If you are unable to locate a receipt or payment made on AgencyCloud, the Bank Statement Analysis report can be used to trace it - click here for more information

We use a separate deposit account - how do I raise a tenant deposit?

For information on how to raise a tenant deposit when using a separate deposit account - click here