Landlord Property Manager V9 – New Features User Guide
Contents
1. 35 9 4 New tab Expenses in the Early Warning 5 lt 8 35 Landlord Property Manager The aim of this guide is to take you through the updates that have been released through the Landlord Property Manager v9 solution This tutorial goes through a case study showing you the new functionalities within this software 1 Property Essentials The Property Essentials tab can be found at the second blue tab within Property Manager and once opened has four areas Emergency Stops 2 Refuse Bins A in Welcome Pack go 6k Eodem L faa fel iia den 1 ictr ie Glazing 3 Alarms amp Codes 4 Other Features Property Essentials 1 1 Emergency Stops This area enables you to record the position of all emergency stop taps within the property e g water stop taps gas meter taps It is essential your tenants are able to turn off supplies if the need arises with the minimum amount of hassle To set up an emergency stop click on the Add button You can then enter the details of the emergency stop Save e Refresh 9 bit Choose the type of emergency stop Emergency Stop Type or add your own Gas Stop Tap Ow jee 1 Print on Tenant Welcome Pad If you want the details of the stop tap to print on the2. Dabez the rst oded a HIND v ady s Zo vies dd zm Tigua Monthy 1 nana Tirst Soe Ze d Puer Terr L err Amal HA Poymer Type Rzoerenze i Fual Boda Xd Foor nl HA Ih oak erdum Hem Pons Vati Ho rnm lh esa cb sewn Improvement for HMO Multi Let Properties 4 Improvement for HMO Multi Let Properties One of the key benefits of Landlords Property Manager is that it makes managing Multi let properties easy We have now added the following new features e Ability to see Room Occupancy Portfolio Snapshot e Detailed new HMO Room Occupancy Report e When starting software tenants who are assigned to properties with HMO rooms are asked to assign to HMO room 21 Page 4 1 Ability to see Room Occupancy in Portfolio Snapshot Previously on the Portfolio Snapshot it was not possible to display room occupancy when portfolios had HMSOs As you can see from the following image you are now able to do so 16 mne d E angie E 1 Improvement for HMO Multi Let Properties 4 2 New HMO Room Occupancy Report Within the Portfolio Snapshot you can now create a Room Occupancy Report by clicking on the View Detailed Report link which opens a window allowing
3. er pamant beT Ieee i orza roseis l 55 73 z Maragec z if T 15 aid zig HH H Todd Authority MIL lida inredd 1 vh wax m S L ssa m 4 Firmi em Dum Dae Tenet Tere Cem J amp Delzul teak cont aH e kau Mayram There is an option to change the payment term for example from monthly to weekly You must enter the rent figure and the date from when the new payment term is to apply Click on ok A message appears to let you know that the rent was changed successfully click on exit then click on rent schedule and view the changes e kaen Glen 120 Schedule 0 Tee Tracking ag Charges i Tsrart 23r 5 ijt Leg jo Global sit Terant Petsilz t Mirinpa Hot Fayment I Ad Hec Temat d Test y er Edta rze Tears Ti j Temat N Mast rers pad 2 e CNAA lent my CLINE LI ELENI CERTUM klemt afea Em Eas eps lewt zz
4. uds ie dhs rns Hp eal Sawer Marana k y eun zl uf ler T ad Pradip aS F 4 EL 1 Sinnex Veri abi ua paa Cal ie tM Lp ma sole alt bie I LTT BP AA i T EE pr mr opi T Largon cee Letbnz Agerk Managers a bna amp SD ARE _ i le uae ei ep d3ur 5 Least hoe Permar AS BAT ae zer Her EX 27e Hawt zm vrai ERE FLETES 1 Tus Marne cem Fa Pao Sarri DTi tek be a tend Tes le eae kaye bese rori J ill anzant fot ies fcn canela bead Que 12 nes bary wre Ui Pert x e TE Fui Then click on the Add button and the Agent Fee window opens allowing you to enter your information Once you have clicked Save the following screen will display showing that the Agent s Fees have been added successfully us 4 acc EE D LJ FR LE Patia Wim EE A Esa Murugenmert TE Ecrans System ED dan I Hele Pup add pene Sl kash Tran Pauls 4 nma hi S 240 i Fix hing gg Tana p Cnr 2 Papl Thn ag leman y wt dst T tas loner Perang Desem 20 ira A ayer d
5. Tm fore cnl at Agirk Manzger v pesrnp m P raemei el Es ez ed Des Badkur A Dip ae espzra2z X 71 TI 524 sy opens oarde sha hiere aite MT iarr 14 1 4 que ah Baperre thon lax Zr i a Balir bamar ose mea 2 t Dokb cent miian Select the number of overdue days J Cnet arc Eric einge EX ET Frome ES 21 Setres ra i5 Select the number of due days Properly Preferences gt Preferences Expense Warnings Display expenses overdue after days gt Display expenses due in days Save An information box will show with the message Configuration successfully saved 9 3 New section Overdue Expenses in portfolio snapshot In portfolio snapshot we have a section now called Overdue Expenses showing how many expenses are overdue and clicking on this takes you to the EW system B Le 4 5 Portfolia Measqecest Contec MVanacemesnt Cm Pesesercer Warring Systeme C30 Windows 2g m deacecge Insel prre podio om rn ray a rendi Fac 7 EET dt cree ncar mar dela sown sfera vas E R
6. Ment Fate amp lrum Derice Aege Tirel Other Gor Cather Seca 1 Ee rasa as Velas nmd alman k n jp i sta key hes ez beer ceded Roan 1 Wim Ere Tramen l7 1062212 Reo 2 Ir 3ffiz office Sey bosd SAE Incomes checker Xena quel 11 2 3 History The Key History button when pressed opens up to show you a history of the recorded events of the key as Due Date Fey Notes 2m 2 Tenant Management Changes 3 Tenant Management Changes A number of enhancements have been made to the Tenant Management module and these include e Ending Tenancy Early Calculating Daily Rental e Change Rent Functionality Enhancement to change individual rents e Changing the payment Term Midway through Tenancy e Capturing a Tenant Forwarding Address e Storing all emails that are sent from the mail merge solution in the Tenant Journal e Property Room address Tenant s contact information i e Telephone and email address e New payment term added to allow for four monthly payments 13 Page 3 1 Ending Tenancy Early Calculating Daily Rental Prior to this update when a tenancy was ended early a calculation had to
7. p Property f Portfolio SOFIWARE Landlord Property Manager V9 New Features User Guide Landlord amp LettingA WARDS 2010 11 amp 2011 12 Award Winning Software Designed by Landlords for Landlords www propertyportfoliosoftware co uk Copyright 2005 2012 Tax Portal Ltd Copyright notice Copyright 2012 Property Portfolio Software rights reserved Except where expressly stated to the contrary copyright in the text graphics and information contained in this publication is owned by Property Portfolio Software Permanent copying of the information contained herein or reproduction or incorporation of any part of it in any other work or publication whether paper or electronic media or any other form is expressly prohibited Notice specific to the document Permission to use this document is granted provided that the copyright notice shown above appears in all copies use of documents is for non commercial use only and no modification of documentation is made This permission may be revoked at any time by Property Portfolio Software Limited warranty Property Portfolio Software makes no warranty about the suitability of the information contained in this document for a particular purpose Limit of liability The entire risk as to the contents of the documents is with you In no event shall Property Portfolio Software be liable for any special indirect or consequential damages whatsoever in
8. ronem zonam rad ue sm nac inen Lister Seer eine o ees eer rcd in LM _ m awy oP umero ores zy dr re Ing Manager Similarly if you click on the Expiring Insurances tab and double click on one of the record lines then you will be taken to the actual insurance details And if you click on the Expiring Safety Certificates tab you can drilldown to the safety certificate detail 27 Page 5 2 Room Added to Expiring Tenancies Tab Not only can you view expiring tenancies but this screen also displays any expiring room tenancies too System View Cxpiring Crants iow grues Tenant Tant E Sa y Cabina v EX Eg Dwer un Rents Thet ers st leest 1 dec overdue 7 enunt Kama LHA Aulhonly le le Heilir Pt Sitar Bed tas cick ge Repo E aed Zare das censor neon ode g an be Fre whee ering che or xecrEY A Feats Dium To it Fuere Properly Hume Roumi Muri Hanes Aulhorily 7 Duc Brinsunk Property Manager Tenant Details 6 Property Manager Tenant Details There is a new feature in Property Manager which dis
9. Form tech an of Details Terancy Detais 17 d Trent niai NA j Tert 002212 MAE De Tes Tracking ag Tarart Tages li Tenat Pepot 1 Legal Documents Ad Motes op Ad i Fasz cr Edt a Payment gue puma uc d 1 aree alra pad d Tert opa n Eert nlsi aur I TI Delete Ser Payment Tert Fisna PA ene 23 3 Tewrt GLEE AR eert UEH VIF UL ININA uncos eent EY Rr Ibare ag i a H cn p B inssi ewent lK bT A ELM hace plz First Last rro 7 7 Room rental Term Start Endo mE n Pulli y Tipus Fade Hanya kh Tenan Total T Tenant Management Changes 3 2 Change Individual Rents Entries You can now easily change the rent amount with this enhancement for a single rent schedule entry Click on Tenant Manager Edit Tenancy Change Rent and
10. 8 Property Utilisation Report This is a useful report which shows how many days a property room has been occupied vacant and also shows the estimated rent loss for portfolio over the period you have selected The report can be found in the Report Manager function fh wmm z Erat 7 i 2 9 err 5 Y 2 Property Utilisation Report 2 2002772002 e preperies ament spedire nens y Fri E lerss crevsucae 2902 4 zz 0 DOSE DNE e rase iri EMEN poepertics Properly The Ern Harie Daws Vucgnt Drcupgnee z Estimated Fecm 2 3023 24 Ba cC 11 bh hio Peur 303 iq ELIR FL ccna Heart sus t4 Espina rent hiss Fur hs pz 5L 4 snc Hana Farinde arramat 7n nz sd bos mem 33 9 Better Expenses Management solution for Tracking Expenses e The ability to enter due date and date paid for expenses New section called Expense Warnings in Preferences where you can specify after how many days past the due date an expense that has not been paid is classed as overdue e n portfolio snapshot we have a section now called Overdue Expenses e nthe EW system we have a new tab called Expenses that shows both overdue and expenses th
11. Ir 151 EJ Tim Pi ML mR l Telan LIDS Londo Mane Patke Moc Bon Troon Double click on here and it takes you to the entry screen
12. Tenant Welcome Emergency Stop Location Pack chose this flag Located in the garage in the white cabinet Enter the details i e the location of the stop tap here 3 Page 1 2 Refuse Bins This area enables you to record information such as the different types of refuse bins there are and also the collection days With the increasing number of refuse collection bins and different collection days it is important you keep this information in one central place To set up refuse collection bins and their deliver days click on the Add button B Save e Refresh Hep 9 Exit Choose the type of refuse bin or hefuse Bin Type Green Recycling Bin add your own v Print on Tenant Welcome Pa If you want the details of the refuse Collection Details bin to print on the Tenant Welcome Collected 2nd friday of every month Pack chose this flag Enter the details i e when the bin is collected Property Essentials 1 3 Alarms amp Codes This area enables you to record the type of alarm and access code details associated with the property To enable this function click on the Add button Hlave Refresh AlarmiCode Type Choose the type of alarm code or House Alm add your own Iv Print on Tenant Welcome If you want the details of the alarm Alarm Code Details code to print on the Tenant The alarm code is 1234 to activate and de activate the
13. be made manually as to how much rent was owed over a partial rent period say 3 weeks of a monthly rental period or 3 days of a weekly rental period The Landlords Property Manager now automatically works this out for you To end a tenancy early you would as usual go to Tenant Manager Tenancy Details Select Tenant Edit Tenancy End Date gt Save gt Yes This window opens which shows you the partial tenant rental amount and you will click on yes and then save and exit c U U U w H nile T Petelin li Ecco ic Maracerient ui Caniat Moaragemert Pre T3 Fady Warning cte ii Winds Ip F OM ars Leting mom EN ZZ S LI IN esu XE Eois Bap Om iscaraeatr Rae cd i Miray Taunt 20 beling Suwata amp aim Clar e Dorney Depot C Meter Ezac nga 1 Tre al Tail ans Meli C 1091 Shel Th riz Dat Fasi h a roe f Tanar des 1 12 41 hdd mE I Ca Hp ETT __ Z Tum Mente zona ck Share Rent T Lardlord ard Ltrg agori Mana her i Ts The tral rent zchecdile anty Ett woe Lo ur real Legg api of the benamce Dia pus woul d cad oe anaml ee Caicos par Hy revs sih else
14. on e Expiring Tenancies e Expiring Insurances e Expiring Safety certificates and jump straight to the relevant transaction Click onto the tab Early Warning System View EW Events Expiring Tenancies and you can see a list of those tenancies due to expire within the range that you have previously set Double click in one of the record lines and it takes you to the Tenancy Agreement screen as so m H Tie i tirad 28 Bartel k sagemert 2 Tama ied Deaf nace Tar iris Windows gie r VERSNS To v En 5 Felli 8 p lenarces A carngq rsucrce Lepra DX frocerty asks Lo a Ea it n l xi an Property een epe Hame Tart Nama mem Raye Midden gg e he TE mia Four Pee L T brel ma Letting uert Vaage 1 A armi Ermy Amr ment OOOO 1 E m Farer nent Agent T eher 1 qpenarc deposz Ted eil Thay Web Firar Horus A mon laran Lariam ppr a Doro rom Paracas gt cea pua
15. the following window is displayed 4 Porfolio Wiad 50 Eoticlichlensqerment A E I ady Warning irten nde o yg Ft Tenant smith Evelyn Pdhadi Bee Be Ra znzr gt rare enthcazdulz ees Verkin zrarb Laing o0 lena et l Lega Datos Lzrarey beta ont beasdduls 0 00 ve 89 sva Letting Managers 506 a iM Tenancy Agreement Bee Coe Frerarg 00 ebay 5 Genar m A donc T5 His 21 Idee dings cau ed dala Thiab kai nga fin mh ll 1 bcm Bea wl Enr Vti t I i aE Debes n aa payment bem Esaret Crease renal sean ESS d i ed rls ala ae heerl bi x EEF dy ody there 5 be z 1 D iret Pers Dus _ rme Fami lizen Foaeacaas ml sa Enter the new rent you have two options to decide how you want the change be applied You can either Apply to all rents after the target date If you select this the rent schedule will show the new rent from the date
16. you selected for all subsequent rents Brit bes ERE gt aan F EJEle 4 Pedeir Meee EorfolicMarageren 1 Mangement 31 references 7 Waring he Windows d leran hens T Lawra y ced de May r Be An D Tewt MCL m lerart WV IA Ei leert Oy Mase c7 dts say ment aie lewrt JKN 1 leet JIL sua CL Mae alerts pc die lewrt UI lewrt JLJASHS dl LE zM en let et he es DRE Oda REARS lert JLINAMS EL rooe Tex mer pue Should you select Apply only to the rent at the target date then once you have changed the date and clicked ok the rent schedule will show the rent change for that one rent schedule only Wiel Beet alice arret Ilse qure Dc Bee Hien n YE LEUTE ESL e 4 NES 22 Tarart E Tenancy Deta Wook spa er Sohodu gt Ire rj ake or Hoe Faure a doce 31 sans CLCXOX 6403 Of Wake of Betz Tear C
17. M i i Ine gafas see Ine REPETI Cei cu abs Amours 1 deese il ne rium mrii rera rit cma ix minre line ther FI 23m igen alo nn Start Late Lnd S5 7 lena men fr mesas Mee Tenant Management Changes 3 4 Capturing a Tenant Forwarding Address A useful record to have is a tenant s forwarding address so that you can communicate with them or forward them mail that is still coming to the property You can do this by clicking on Tenant Manager Identity and Address You will see the screen is split and you need to click on the Add button at the right hand side of Forwarding Addresses block m Tropea Eae pea skan fer cue Place a tick into the Default forwarding address for this tenant and any correspondence for this former tenant which is created in mail merge will be automatically addressed to this forwarding address You have the option to leave the box unticked or remove the tick at a later date The tenant forwarding address fields now also appear in the Mail Merge section so you still communicate with them through the software 17 Page 3 5 Automatic Saving of Emails in Tenant Journal When you send an email from the mail merge option a copy of th
18. New Four Monthly Payment Term 0 000000 20 4 Improvement for HMO Multi Let 21 4 1 Ability to see Room Occupancy in Portfolio 22 4 2 New HMO Room Occupancy 23 4 3 Assigning HMO Rooms on nee 25 5 Early Warning 5ystem ChafigBs 26 27 5 2 Room Added to Expiring Tenancies Tab 28 6 Property Manager Tenant Details conet ted eis hee pP tex brat ea vea e echa a daa EE taa Prat ck ep 29 30 7 1 Creating Letting Agency 30 7 2 Automatic Generation of Agency 32 Property Utilisation OMe gece gcse teta tei d ur esa 33 9 Better Expenses Management solution for Tracking 34 9 1 New Due Date and Date Paid expense 5 34 9 2 Expense Warnings 34 9 3 New section Overdue Expenses in portfolio
19. alarm m Welcome Pack chose this flag Enter the details i e hot to set the alarm code 5 Page 1 4 Other Features In the Other Features section it is possible to set flags to indicate to prospective tenants what features the property has For example if the property has double glazing you would set the Double Glazing flag Other Features v Car Parking Garden 055 Tenants _ Central Heating v Pets Allowed Double Glazing Key Management 2 Key Management The Key Management is a solution for managing the whereabouts of property keys including booking in and booking out and can be found at the third blue tab within Property Manager as illustrated above If you have a number of keys for a property then it is important to be able to record the whereabouts of them Um Freee C7 War Syste Qu Wades Hx a Property Detall Droamflelda D qnd Pee Wem Ben Property Details amp Purchase amp Selling Decade Ment Fate amp Derice Weegee amp Curve Other Cos Other ela im le A Portfolio Weard 23 4 fg Teh Farolin A Vinnie E Niy Tenens Tala Eye rai s Acti Agee Gallery LEUTE EIPRETEULTST Ei i j tale Va
20. ane Tae LTille Har as Lel Hare aa Moret Mi ak Si th Em xix E 3L Taleo E mail Law 5e LACE ond Tomara Wort Telezhece Alun Dr Frul Timin EluUX 00 TALIN ay ie INIHI E IA La Au La l 1 3 Remember you can print this list using our Smart Print feature Just simply right click your mouse over the display list and you will have an optin to print the list You can then either print the list to your local printer or save it as a file e g Exel MS Word etc 19 Page 3 7 New Four Monthly Payment Term Included in the payment term option is a 4 Month option specifically for those rents which are due on a quarterly basis r TW Letting Agent 8 3051 Tenet E RH rei E Biter Fai d rmary D Leth Aor To Guanrtor Acecedam qui WA penang babe mee crvmnzy lerr Ert Lanner be aurez aul Ihir Er I Fox Bid Thess ng pai as atn a x qoam Prg te Me nib Propecty dde Bb abs Room
21. at are due 9 1 New Due Date and Date Paid expense fields Under all the expense tracking screens there is now an ability to enter a Due Date and Tax Date For example to create an expense Property Manager Maintenance amp Repairs gt Add gt Description gt Tax Date Due Date Amount Owed Save fmm Lb wise as l aria ie Minegerert J CT Eer Wert sp Ta nean i E i 2H HT acd Lanz Hanaga LEOTE T a a ae Panime Raw 1 Ra diss A All existing expenses when version 9 is upgraded will have the Due Date and Date Paid set to the Tax Date which means that no difference will be seen on the reports 9 2 New Expense Warnings Section In Preferences we have a new section called Expense Warnings where you can specify after how many days past the due date an expense that has not been paid is classed as overdue Better Expenses Management solution for Tracking Expenses po Contact ponen D Syste CS Windows SE _ fe Property Detel Egidi lie 27 Rere lela Qux kah Manele Pur a funy d n aan zio Bales So c M ages A Eras Ur Eas par Im ome See Mereger see
22. cluding without limitation damages for loss of business profits business interruption or any other pecuniary loss arising out of the use of information contained on this document Any rights not expressly granted herein are reserved Property Essentials Contents Geli 1 Landlord Property Mandape RTT 2 E POPE 2 1 1 t 3 EEUU 4 PANNING 5 14 UIE ROARING S Tm 6 EM Curie m s 7 2 1 gt 7 8 2 2 of a 4 nennen sss nnn nnn 9 2 3 E T 12 Tenant Management Changes 13 3 1 Ending Tenancy Early Calculating Daily 14 9202 E EE 15 3 3 Changing Payment Term During A 16 3 4 Capturing a Tenant Forwarding 0 5 nnns 17 3 5 Automatic Saving of Emails in Tenant nennen 18 3 6 Tenant Manager More 04 40000 nennen nnne nnns 19 3 7
23. e email is placed into the Tenant Journal automatically t hie A Wie plio n2 gement 8 Contact Mensgement Peefecences 7 Warring lyst IP Nodes wi Lela ns F e Loren Teran Tiel als Bert Se eiid Fee Demand Chae 0 Pene eal Serge irum a ds Ren epi Fran 4 y fud Abr Relereess ILI TIE ae ae Tanen Je Journal FIERE SS cec A Evelyn C odes Seed aul rate baran yes baal Pena Seer ace eee eee ES rr Mane lasl Hame Hab Marl ale Fi this uon Tenant Management Changes 3 6 Tenant Manager More Information In the Tenant manager Screen additional data is displayed including The email address of the tenant The mobile telephone number for the tenant The property address the tenant is allocated to 1 bu hea booby Ge Winia Ff La 1 Hr EC tenent IThompaon ball AN A Ra I rara Hals i Iraak 05 Ur g8 enant CH Mm Heerrientz Mu Merge Li tilhat e Tropecty Menager revs uel 1 Persone imorcurt on Ter
24. ev na at ae seris 2 Spore cro 525 You can click on the link view detail and you will be taken to the Early Warning System where there is a new tab Expenses 9 4 Newtab Expenses in the Early Warning system In the EW system we have a new tab called Expenses that shows both overdue and expenses that are due 35 Page m Stabo Morenn E Cul n EL E V Rady Ware ap imr B Early Warning zyrtem Virw Expiring Evente A readus expenses At overdue Praperty Expense Descaption Duc Date lets EWA E Fa neas aliia im 57 rieme pe ois eg EAE wr cim M apmo eio XR aen a ris EL uus aer EE Tor Vers peal pair umso da o ect KI Eti corpua quu mp avy eins celu HORAL pea eux rire al in generen Eeri Evenks pete mee Gren eas eco Expiring jf Expiring rurancar fepeing 2 Property Tanke _ Ec Ponts boron Mr 2 z a 2 XIMHEISE irri n xh xd Fo Tem E Torn
25. id decker sey Maser key i 1 Ir office i TM imi Yee E ETTTE Jste ey Messer key 2 Room 2 Grourd loo sga the key hes cinched 1 hypo Keay Reon 1 Wim mre Alewsrcs Tramen l7 1062212 dectesc sey Messer Key 1 Reon 2 tr office my Eey i 2ffizz Sey Lord tey 7 390 gt 7 Page 2 1 Creating Keys To set up a Key you press the Add Button Property Key E Save Exit Key Type Room Choose the type of key or add your Physical Key Be own Key Number specify which room Key Description Give the key a unique reference followed by a description Key is Lost Date when Lost Notes Any notes you want to record about the property can be entered here n Fle ok Ermir E ra Property Detall Droomifteldz xe bel PMP genero bera ramen Toy cnm Saas Tite Fio E h E maTi Kee buad zz benz agg i a Inzome Tax C CoezEdnickezec t Rew Haber Key Management 2 2 Check in Check out of a Key Once a key has been created it then becomes necessary to track the whereabouts of a key For example when a tenant moves in you may give them one or two sets of keys It is important you are to record this information and can do so via the Check in Check out but
26. le a CCRA 105720 di cea Lol Make ents xc ese aJies armia a CCa Cuwa 22 ELE E Jum CUI Boxed us Teinnud Ter Dak ulecor ar serene lens 15 Page 3 3 Changing Payment Term During Historically the software was unable to let the user change the tenant s payment term once the tenancy had been created Now with this enhancement you have the ability to change the tenant s payment term during the existing tenancy as many times as is required To use this function click on Tenant Manager Tenancy Details Edit Tenancy gt Change Rent and you will see the following window open x Im mE 4 i feiss 9 Ger Timey Temara Tr Letting Ager fl Guarartor amp Acder dura 2 CtherTerarts 22 Tenancy Deposit ater Qsacings 4 Taar Derails Deteils t ant nac Sor Bo ond cm ue uk 3 fall pv i Mz H Ca 24 2012 i fte 12 Soe nman Tam ari Hartt a xoE cmar Tal singed y oa Ls Ae Helesi EET Lendlord and leting gari Manager c Hs ala ani g 7 s Imam E ior LEM Te en k Cer iseks 114 Cates
27. ne ERE a oF 4 Fusras Hernenz Room U Ccorpanoy Report aierdatz 25 10 2017 Preperte The nece Cali mer Erom mitur Lund Late V szarbizaisrcecrist rye see occupied be deze Dementia Improvement for HMO Multi Let Properties 4 3 Assigning HMO Rooms on Start up When the software is opened for the first time after the version 9 update then any tenants that have been assigned to a property with HMO rooms but the room has not been specified against the tenancy will need to assign the rooms This is required so that the occupancy reports can give a true picture of the property room occupancy This screen displayed below will continue to be displayed at each occurrence of the software being opened until all the rooms have a tenant assigned to it dx Specily Moone lor HMO Tenancies GP lasila bamer gi HERO peerless ijo spout noun Leen eee el vedi bony cedo te edi n he vid been 25 5 Early Warning System Changes The following changes have been made to the Early Warning system e Transaction Drilldown e Room added the expiring tenancies tab Early Warning System Changes 5 1 Transaction Drilldown In the Early Warning system you now have the ability to double click
28. ox aged oy ae big Bye Agi Amount gt ap nal 1 Y T s Mera vicarie 2 satis ee eet bie Ceara IET Yoket Jem se T d Flan Paar oz de Hare n Tare nnnm then click on Save and Exit Letting Agent Fees 31 Page 7 2 Automatic Generation of Agency Fees Once the rent starts being collected you will see the fees collected in the new Fee Tracking tab nare Yapar a Legal 2 Amount fein ES h y Hace ee TETY se Rydal i hoy Fg acad aucahnulir Leas Feo Maye oes auycanull rea Haag d Fz EICI Fy bs pay peed react Poy Due Les fa e Please note that these Agent s Fees will not need to be entered as expenses anywhere else in the software These Agent s Fees are also included in reports such as the Profit and Loss report It is also possible to create fees manually You can use this function if say you have an ad hoc letting fee to create or if you just want to manually create fees To create fees manually simply press the Add button Property Utilisation Report
29. plays a summary of who is in the current property a andom asw F E e Fortea wia Property 5 gzchobe Managemen 500855 Vased iar ner ene hay Foal Cake Finds aub EYT rz 83 a 29 Page 7 Letting Agent Fees It is quite common for users to not only self manage their properties but in many cases to have part or their entire portfolio managed to be managed by a letting agent Where properties are managed by a letting agent we have developed a new solution for tracking commissions that are paid to letting agents 7 1 Creating Letting Agency Fees The commissions must be set during the creation of the tenancy agreement If you have already inputted the property information then create the tenancy in the usual fashion Then click on Letting Agent and add the following information Letting Agent Default Fee Payment Type Default Fee Payment Reference etc and click on Save ITA A File Pu ME E Bint to tin anapa te H Dmie Manaren am Pf eret Tl d en Da H Tenant Sirnhina Juliat bra I 5 Ree E rmm z i Terancy Menage 3 I E Ladies aed Laing Sport ager v Br panem Mc a om a E T _
30. the office you are able to select Location in Office where the key is located within the office 9 Page Key Check In Check Out Help Exit Date 31 10 2012 Key Location In Office With Tenant With Contact Tenant Alexander Truman Check in Due Date 30 04 2013 Use the tenancy end date Hotes Key Check In Check Out Exit Date 31 10 2012 r Key Location In Office CO With Tenant With Contact Check in Due Date as i If you select the location of the key as with Tenant then you are able to enter tenant information and also the Check in Due Date If you check the Use the tenancy end date inserted automatically Check in Due Date box this date will into be the You can also allocate a key to a contact in your contact list and then set the accordingly check in due date Key Management Once the keys have been checked in out you are able to clearly see where each key is Deme fle X Portfolio Weard 53 A Cerat Maragemerz X Freteences C3 Waning Sisters 5 Winders 8 8 Property Detall Deoamtielda mp Ah BH har ES m Fap Property amp Purchase amp Selling Desa de
31. ton LI 9 Portfolio Voraqemen E Corat Varagemert 12 Freteyences 3 Caty fam Sytem T Sox Property Detall Deoa mflelda i Hm Go kde dte Property D etai amp Purchase amp Selling Decals ent Fate amp reume Derice amp Curve Other Cos Other E rapar Fsnzzer fg Teh Fw onim HEEL ETIPESPSTUDTTII TUI NUT al Tak EE Galery a Eme d Key ype gt Enim Jr k this ale rnt add O 557 558 TN vos jdecteac ey Messer Key 2 Reon 3 Ground lese ssa the key hes nez bes cisched 1 hypo wey Kay Reon 1 Wim mre Alwesrcs Tramen Zoya 12 ee ey 1 2 Ir office 1 my Eey i Sey Lord PAWEL race aeger Inara Tax Cade ai 7 390 gt tey On this screen you enter the check in check out date and the location of the key Key Check In Check Out Bise Exit Date r Key Location Office C with Tenant With Contact If you select the location of the key as
32. you to choose one of three options LL L5rdi md 5nepahot ropes lh poro czapedpreperber Fpl pao oca dis Samnio aei S 2 S mezgpedrxrs 2 1 7r ans 2 mpl 1 Fe ien deaa Tenant Arrears amp Cary Warning Tee dress ees current qc cc Tue of needle cents za queer ine lartrolip Income HT ER Wind GS ranger i potikal patie Wor 8 Drott i Jo leckward UE Toad z T ber du age 2 ia 1 y dU Gp ox 7 a xs TE i Raum Cx npa y Rasp s o date Z 4 0 20 2 E t rropert Tha Hawthorns See ee 2 come Tax 5 Serre 5E odas Sard Hale Eni Hate Lemans n Ibarra ua nesa be ane a Ie slated X Tir rmv 1 7647 Tons AE a anager 1 Doon Rosemary Choose Show occupied rooms only and the following report is produced 23 Page ho oF O DNE 1 Room Occupancy Report ond FETS Freperbr The pnta AH zr es nbl DEPT Pe 2457 2 70417 Tae bry i bots ls sma m lag eee i
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