Landlord details screen
In this guide, I will show you how to use the Landlord details screen.
Firstly click on the left hand navigation panel and click landlords. This will then take you into a list of all landlords on the system. From here you can use the filters at the top fo the screen along side the search bar to find the landlord you are looking for. In the table it will show you the details for the landlord with their address. It will also show you what the landlord is missing from the system like ID.
Once you have located your landlord then simply click on the name of that person and it'll take you into the landlord screen. At the top of the screen you will see the landlords details, which will include all contact details, what they are missing and also the balance on their account. As will any details screen on PM you will have the option to see the landlords, Appointments, Notes and Activities and also the Document section for them.
You will see two tabs on this page, which will be Overview and accounts. In the over view section you will see what the landlord is missing, in this case the ID. You can click on the red X on next to the landlord to upload their ID from your PC. You can also remove an ID by pressing the lines next to the red X.
You can also see the Account tab next to the Overview tab. In this section you will see all financial transactions that the landlord has been involved in. There will be an all transactions tabs and also broken down into payments and receipts. You can also generate a statement from the system by clicking the 'Generate Statement' button. A window will pop up allowing you to pick a pack on Rezi post and generate a statement.
Also from this tab you can look at all of the money that is payable, receivable and the deposit sections. From here you can pay landlords and also receive money from landlords. If you click on the 3 little lines next to the payment you can click 'View Invoice' and click on the pay tab from there.
You can also manage the deposits from this section and see who currently holds it. If a deposit needs to be released then you can come into this section and release the deposit from here. Any deductions foe cleaning etc. can be deducted from here. If they are blank like the image below then you need to add the deposits from the agreement screen on the tenancy. See out tenancy guide for that.
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