SME Professional

Financial

Financial system set up - Changing client bank account

Financial system set up - Making tax digital

Financial system set up - Bank details authorisation

VAT registration

Financial system set up

Tenant balances

Tenant funds - Offsetting rent against different months

Tenant funds - Removing offset rent

Tenant funds - Viewing offset rent

Tenant funds - Tenant compensation from the landlord

Tenant funds - Tenant underpaying rent as compensation

Tenant funds - Moving holding funds to rent or deposit

Tenant funds

Tenant ledger - Overview

Tenant ledger - Past and current tenancy tabs

Tenant ledger - Changing the date range

Tenant ledger - Changing rent amounts and due dates

Tenant ledger - Changing the rent period of a transaction

Tenant ledger - Generating a rent statement

Tenant ledger - Generating a rent receipt

Tenant ledger - Generating a rent invoice

Tenant ledger

Arrears - Checking and chasing rent arrears

Arrears - Creating a rent arrears report

Arrears - Balances are incorrect

Arrears - Managing past tenant arrears

Overpayments - Checking rent overpayments

Overpayments - Refunding rent not yet paid to the landlord

Overpayments - Refunding rent that has been paid to a landlord

Overpayments - Moving funds from rent overpayment to rent

Arrears and overpayments

Landlord balances

Landlord payment run - Property balances page

Landlord payment run - Step 1: Checking landlord and tenant balances

Landlord payment run - Step 2: Balance comparisons

Landlord payment run - Step 3: Include ALL expenses

Landlord payment run - Step 4: Deduct ALL withholding tax

Landlord payment run - Step 5: Preview statements

Landlord payment run - Step 6: Generating and processing statements

Landlord payment run - Step 7: Generate BACS payments

Landlord payment run - Step 8: Sending email statements

Landlord payment run - Adding one-off payments to the BACS schedule

Landlord payment run - Properties not valid for BACS

Landlord payment run - Completing BACS items in error

Landlord payment run - BACS schedule not importing into the bank

Landlord payment run - Sending bulk statements from a single user

Landlord payment run

Landlord ledger - Overview

Landlord ledger - Creating a statement

Landlord ledger - Modifying statement layout

Landlord ledger - Changing the ownership split on a statement

Landlord ledger - Moving money between properties

Landlord ledger - Refunding a management fee to a landlord

Landlord ledger

Overpayments - Deposit paid to the landlord in error

Overpayments - Rent paid to the wrong landlord

Overpayments and underpayments - Landlord not paid correct amount

Overpayments - Negative landlord balance

Overpayments and underpayments

Bank lines

Bank lines - Importing transactions

Bank lines - Recording cash/card payments

Bank lines - Using the OFX split

Open banking (Plus clients only)

Importing

Bank lines - Assigning credits

Bank lines - Assigning debits

Bank lines - Splitting transactions

Bank lines - Splitting transactions into positive and negative figures

Bank lines - Creating automatic references

Bank lines - Creating automatic references to split lines

Bank lines - Viewing and deleting automatic references

Bank lines - Matching lines

Bank lines - Managing unmatched lines

Bank lines - Assigning underpayments

Bank lines - Assigning bounced payments

assigning bank lines, auto references, matching

Assigning

Bank lines - Ignoring bank lines

Bank lines - Finding assigned lines

Bank lines - Using the double entry page

Bank lines - Editing locked bank lines

editing bank lines, editing locked lines, ignoring bank lines

Editing

Deductions

Landlord deductions - Landlord expense due to a contractor

Landlord deductions - General fee due to the business

Landlord deductions - Creating a landlord float

Landlord deductions - Business float deduction

Landlord deductions - Deducting and paying withholding tax to HMRC

Landlord deductions - Adding an expense via the maintenance report

Landlord deductions - Viewing completed deductions

Landlord deductions - Clawing back a landlord expense

Landlord deductions - Deleting a deduction

Landlord deductions - Excess expenses

Landlord deductions - Adding a regular payment

Landlord deductions - Deleting a regular payment

Landlord deductions - Invoicing a landlord for direct payment

Landlord deductions

Tenant deductions - Invoicing a tenant directly for a fee

Tenant deductions - Invoicing a tenant directly for an expense due to a contractor

Deposit deductions - Expense due to a contractor

Deposit deductions - Funds due to the landlord

Deposit deductions - Fee due to the company

Deposit deductions - Outstanding rent

Tenant deductions

Contractors - Generating remittances and paying contractors

Contractors - Viewing contractor remittances

Contractors - Viewing a contractor’s ledger

Contractors - Generating remittances for previously paid items

Contractors - Archiving a contractor and viewing archived contractors

Contractors - Individual payments

Contractors and contractor payments

Deposits - Deposit balances overview

Deposits - Assigning deposit funds

Deposits - Moving deposit funds

Deposits - Exporting tenancy information for tenancy deposit scheme

Deposits - Key information document

Deposits - Paying deposit funds to a scheme or insured account

Deposits - Processing deposit returns

Deposits - Refunding a deposit to a tenant

Deposit scheme ledger - Reconciling

Deposit scheme ledger - Viewing or changing a deposit scheme balance

Deposits - Troubleshooting deposit exports

Deposit balances

Reconciliation - Reconciliation Overview

Reconciliation - Daily reconciliation check

Reconciliation - Month-end reconciliation

Reconciliation - Investigating positive and negative balances

Reconciliation - Bank balance not matching

Reconciliation - Checking if funds have cleared

Reconciliation

Revenue - Revenue subcategories

Revenue - Transferring revenue

Revenue - Completing revenue reporting

Revenue - Investigating variances between the revenue reports

Revenue - Northwood revenue reporting

Revenue

Exports - Withholding tax

Exports - Client account breakdown

Exports - HMRC returns

Exports - Revenue per property

Exports - Client account breakdown without reconciliation page

HMRC reports and exports

Floats - Creating landlord floats

Floats - Releasing landlord floats

Floats - Viewing landlord floats

Floats - Using floats to pay expenses

Floats - Transferring floats between properties

Floats - Using floats for communal repair invoices

Floats - Moving funds from the business float

Floats

Suspense account - Overview

Suspense account - Moving funds in and out

Suspense accounts

Grouped Properties - Separating a Statement group

Grouped Properties - Changing the lead property in a Statement group or Room group

Grouped Properties - Creating and viewing Statement groups

Property portfolios

Guaranteed Rent Guide PDF

Guaranteed rent - Paying guaranteed rent

Guaranteed rent - Transferring funds between accounts

Guaranteed rent - Transferring additional funds to the landlord

Guaranteed rent - Changing a property from guaranteed rent to managed let

Guaranteed rent - Changing a property from Managed let to Guaranteed rent

Guaranteed rent

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.