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

Nominal Codes and Expense Categories

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

This guide describes how to generate a rent arrears report by exporting property balance data. The report is produced as a CSV file, which can be opened and analysed in…

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 the correct amount

Overpayments - Negative landlord balance

Overpayments and underpayments

This document explains how to configure and manage rent guarantee insurance deductions against a property, assign payments from insurers when a claim is made, make changes to arrears logic, and…

Rent Guarantee Insurance – Charging Landlords, Assigning Payments and Tracking Arrears

Bank lines

Bank lines - Importing transactions

Bank lines - Recording cash/card payments before funds have cleared

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

Automatic References can be used to automate the assignment of recurring credits.

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

This article relates to underpayments, where the full amount due to a landlord or contractor has not been paid in one lump sum.

Bank lines - Assigning underpayments

Bank lines - Assigning bounced payments

Bank lines - Corresponding financial subcategories

assigning bank lines, auto references, matching

Assigning

Bank lines - Ignoring bank lines

Bank lines - Finding assigned lines

The Double Entry page can be used to transfer funds between areas of the system, creating balancing transactions that accurately record the movement of money between ledgers.

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

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