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Transferring float between landlord properties

Transferring float between landlord properties

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

This page explains how to transfer a float between a landlord's properties

1.  Select transfer option

From the landlord record:

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

  • To the right of the property you wish to transfer funds from, click Transfer - select:

    • Transfer float from another property to the property selected 
      OR

    • Transfer float to another property from the property selected

2. Enter amount

From the Transfer Float screen:

  • Depending on your selection in step 1, select either the Transfer From or Transfer To option 

  • In Amount to Transfer, enter the amount

  • Click OK 

The float will now be transferred and allocated from the original property to the new property:

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