More Details

The More Details screen allows you to add the following additional settings

• Alt. Reference
• NI Number (note this is called PPS if using Acquaint in Ireland)
• Passport Number (note this is called PPS if using Acquaint in Ireland) - this can be sent to Veriphy
• Driving Licence Number - this can be sent to Veriphy
• Rent Demands - whether demands are to be made by Email, Post, Email & Post or Not Required
• Process Outlook Emails - whether the contacts emails are included in the Process Outlook email process.
• Feedback Request Delivery - if Automated Property Feedback is enabled this specifies the delivery method of the feedback request to the applicant.

 

Landlord Settings

Default Landlord settings can be specified, this is useful for a Landlord with a portfolio of Properties but can be over-ridden for an individual Property.

• Management Type - a default management type
• Introduction Fee
• Management Fee
• Overseas Tax Method - different options are available depending on your location, select your location from below
  • Overseas Tax for agents based in UK
  • Overseas Tax for agents based in Ireland
• Overseas Tax Rate
• Overseas Approval Number
• Overseas Approval Date
• Statement Delivery - set the Contact's preferred method for delivery of their Statements Email, Post or Email & Post
• Feedback Report Delivery - set the method for delivering Automated feedback
• Invoice Fees Separately
  • When creating a statement for a landlord with invoice fees separately switched on an invoice for fees will be created. This will then appear in the Invoices Require Sending Home Page reminder.
  • If this is selected, the Tenancy set-up screen will offer a 'Split' option to the Let Only Fees Schedule tab. This will allow user to Split the Let Only fee equally over a certain payment frequency.
• Custom Bank Accounts - This option enables you to support multiple client accounts. If the Custom Bank Accounts check box is selected the Bank Account fields will be displayed. This provides options to determine which Client Bank Account and which Deposit Bank Account to use.

Payment Settings

Default Payment Settings can be specified for a Landlord

• Statement Delivery - set the Contact's preferred method for delivery of their Statements Email, Post or Email & Post
• Invoice Fees Separately
  • When creating a statement for a Landlord with invoice fees separately switched on an invoice for fees will be created. This will then appear in the Invoices Require Sending Home Page reminder.
  • If this is selected, the Tenancy set-up screen will offer a 'Split' option to the Let Only Fees Schedule tab. This will allow user to split the Let Only fee equally over a certain payment frequency.
• Consolidated Payments

THE CONSOLIDATED PAYMENTS OPTION CANNOT BE REVERSED. Once Consolidated Payments is selected for a Landlord and Consolidated Statements exist in the Account screen, this option will be disabled preventing you from deselecting/reversing it.

• Payments are made through the Consolidated Payment Run screen which will create a Consolidated Payment Run Statement grouping the transactions by Property with a subtotal after each. This can be accessed via the Consolidated Debts reminder on the Home Page or accessed from the 'Consolidated Payment Run' button on the Financial tab.
• Debt are managed through the Consolidated Debt Management screen
• Preferred Payment Day - a specific payment day can be selected.
• Consolidated Float Amount - a float can be specified to hold back a Landlord's rent. For consolidated payments this is stored against the Landlord rather than against the property.
• Custom Bank Accounts - This option enables you to support multiple client accounts. If the Custom Bank Accounts check box is selected the Bank Account fields will be displayed. This provides options to determine which Client Bank Account and which Deposit Bank Account to use.

Setting a Landlord as Consolidated Payments. cannot be reversed. This is very complex and we would advise contacting Support if this needs to be changed. Firstly all outstanding payments for the Landlord's properties would need to be paid. Then a new Landlord record created which is assigned as the Owner for the respective Properties.

Split Landlords can't be used with Consolidated Payments. If a Landlord has Consolidated Payments switched on you won't be able to set-up Split Landlord payments for them.