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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
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Checking for tenant & landlord arrears
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Tenancies with rent arrears & unallocated funds flag (UK only)
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Exclude tenants from chase arrears
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Tenancy arrears detail shown in renewal grids in Organiser
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Filter tenant arrears by office or manager
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Set a tenant/landlord arrears follow up date
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View guarantor information on tenancy arrears screen
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Chase individual arrears items (rather than bulk)
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Filter arrears to show non-rent arrears
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View start/end dates for tenancy on arrears screen
Country specific (arrears)
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Tenancy financial status (paid to date/effective arrears) (APAC only)
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Tenancy financial status fields on arrears screen (APAC only)
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Hide tenancy financial information - configuration option (APAC only)
Configuration options (arrears)
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Suppliers
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Trust Accounts frequently asked questions (APAC only)
Block Management
MyAgency app
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Knowledge Base
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Arrears
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Country specific (arrears)
Summarize
Country specific (arrears)
Fiona Hardy
Owned by
Fiona Hardy
Last updated:
Feb 16, 2022
1 min read
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Fiona Hardy