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

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

This document explains how to configure and manage rent insurance deductions against a property, assign insurer payments as rent guarantee income, and report on these transactions and deductions.

Rent Insurance – Charging Landlords, Assigning Payments and Tracking Arrears

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

Bank lines - Corresponding financial subcategories

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

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