🔍 New Accounts Overview in Accounting Tab

💡 What’s New?

1. A clear summary of account balances, recent transactions, and outstanding payments.
   
2. Quick-glance indicators for money due in and out, helping agents stay on top of cash flow.
   
3. Streamlined layout for faster navigation between client accounts, property-related charges, and retention funds.
   

🏡 Why It Matters for Estate Agents

1. Improved transparency: Easily track financial activity across all accounts without digging through reports.
   
2. Time-saving: Reduce admin time with instant access to key financial metrics.
   
3. Better decision-making: Stay informed and proactive with up-to-date account insights.
   

🇬🇧 NRL Tax Handling Now Available in Accounting

We’ve introduced a powerful new feature to help UK estate agents manage Non-Resident Landlord (NRL) tax more efficiently.

✅ What’s New?

1. NRL tax can now be extracted directly from the landlord’s priority before payout — simplifying compliance and reducing manual intervention.
   

🔜 Coming Soon

Over the next few weeks, we’re expanding this functionality to give agents even more control and visibility:

1. Account List Enhancements: Easily identify which landlords are marked as non-residential.
   
2. Accounts Overview Update: View a total of retained NRL funds at a glance.
   
3. Agency Funds Breakdown: A new section will show specifically withdrawn NRL funds.
   

1. Saves time: Automates a previously manual and error-prone process.
   
2. Improves compliance: Ensures NRL tax is handled correctly before funds are released.
   
3. Boosts transparency: Clearer financial reporting for both agents and landlords.
   

📊 New Deposit Report in Property Management

We’ve added a dedicated Deposit Report to the Property Management suite, giving letting agents a clear and up-to-date view of all deposits held.

💼 What’s Included?

1. A full breakdown of tenant deposits held by the agency at any point in time.
   
2. Easily track deposit amounts, associated properties, and tenancy details.
   
3. Supports better reconciliation and compliance with deposit protection schemes.
   

1. Improves transparency: Know exactly what’s held and where — no more guesswork.
   
2. Saves time: Reduces manual tracking and simplifies reporting for audits or internal reviews.
   
3. Supports compliance: Helps agents stay aligned with UK deposit protection regulations.