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Getting started / quick guide - for sales, lettings & property management
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Sales & Lettings/Rentals
Accounts
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Identify internal client accounts assistant as a relationship on lettings property - configuration option
Client/Trust Accounts daily processes overview
Agent remittance
Arrears
Bank details
BACS/ABA Run
Bank Reconciliation
Corrections
Credit notes
Deposits/Bond
Direct Debit
End of Financial Year (EOFY)
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Landlords
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Rent Guarantee
Rent Insurance
Reporting (accounts)
Accounts Reporting and Analysis options
Tenancy income report - configuration option
EOM report
Client/Trust Account Reconciliation articles
UK specific (accounts reporting)
APAC specific (accounts reporting)
Split commission
Suppliers
Tenants
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Trust Accounts frequently asked questions (APAC only)
Block Management
MyAgency app
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Beta Release Notes
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Accounts
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Reporting (accounts)
Summarize
Reporting (accounts)
Fiona Hardy
Owned by
Fiona Hardy
Last updated:
Apr 19, 2022
1 min read
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