New user interface - landlord (& joint landlord) financial details screen

Owned by Fiona Wilson
Last updated: Jan 11, 2022
2 min read

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 & joint landlord financial details screens have been redesigned to bring them in line with previously redesigned screens

All existing functionality exists but with a refreshed look and feel with enhanced usability features

1. Accessing the Landlord Financial Details screen

From the landlord screen:

  • In the Financial panel, click the edit icon (pencil)

 

2. Accessing Joint Landlord Financial Details screen

From the landlord screen:

  • In the Joint Landlords panel, double-click the joint landlord name