More Details

🧾 More Details Screen Overview

The More Details screen in Acquaint allows you to configure advanced settings for individual Contacts, especially Landlords. These settings enhance data accuracy, automate financial processes, and streamline communication.

🔐 Identity & Communication Settings

Field	Purpose
Alt. Reference	An alternative reference ID for the Contact
NI Number / PPS	National Insurance (UK) or PPS (Ireland) number
Passport Number / PPS	Can be sent to Veriphy for ID verification
Driving Licence Number	Can be sent to Veriphy for ID verification
Rent Demands	Delivery method: Email, Post, Both, or Not Required
Process Outlook Emails	Includes Contact’s emails in Outlook processing
Feedback Request Delivery	Specifies how property feedback is sent to Applicants

🏠 Landlord Settings

These defaults apply to Landlords with multiple properties but can be overridden per property.

Setting	Function
Management Type	Sets default property management style
Introduction Fee	Fee charged for introducing a tenant
Management Fee	Ongoing fee for property management
Overseas Tax Method	UK or Ireland-specific tax handling
Overseas Tax Rate	Percentage rate applied
Overseas Approval Number	Reference for HMRC or Irish Revenue approval
Overseas Approval Date	Date of tax approval
Feedback Report Delivery	Method for sending automated feedback reports

💳 Payment Settings

These govern how financial statements and payments are handled for Landlords.

Setting	Function
Statement Delivery	Email, Post, or Both
Invoice Fees Separately	Creates separate invoices for fees; triggers Home Page reminder
Split Let Only Fees	Allows fee splitting over payment frequency
Consolidated Payments	Groups transactions by property; cannot be reversed once enabled
Preferred Payment Day	Sets a specific day for payments
Consolidated Float Amount	Holds back a portion of rent as float
Custom Bank Accounts	Enables selection of Client and Deposit bank accounts

⚠️ ⚠️ Important Notes on Consolidated Payments⚠️⚠️

Irreversible: Once enabled and statements exist, it cannot be turned off.
Migration Required: To reverse, pay all outstanding amounts, then create a new Landlord record and reassign properties.
Split Landlords Incompatible: You cannot use Split Landlord payments with Consolidated Payments enabled.