Video Tutorials - Accounts

Refunds

  • Refund a transaction
  • Refund credit on account

Credit Notes

  • Raise a credit note

Bank Reconciliation

  • Match transactions to your bank statement

  • Print reconciliation
  • Export reconciliation

Processing Payments

  • Collect Tenant Payments
  • Pay Landlords
  • Transfer Fees
       
       

HMRC Statutory Return (ROPL-01)/NRL Annual Returns

Aged Debtors Summary

  • Create an Aged Debtors report

  • Save the Report as a macro

Bills

  • Track Expenses
  • Pay Bills
  • Export a Payment file

Custodial Scheme Deposit Requests

  • Store requests from Custodial Scheme

  • Manage requests with reminder