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 contact's 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 Rate
Overseas Approval Number
Overseas Approval Date
Feedback Report Delivery - the method for delivering Automated feedback
Payment Settings
Default Payment Settings can be specified for a Landlord:
Statement Delivery - 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.
Debts 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 - 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.