User

Chris Horroll

Member since
Total activity 297
Last activity
Following 0 users
Followed by 0 users
Votes 1
Subscriptions 0

Articles

Recent activity by Chris Horroll

  • Tenancy Top-Up Scheme (Rent Guarantee)

    The Tenancy Top-Up Scheme allows Landlords to be paid rent when it is due, without having received the money. The agent can also take a specific commission for the scheme in addition to the usual m...

    • Updated
    • 1 follower
    • 0 comments
    • 0 votes

  • Why do we not record GDPR consent preferences for all communication?

    There isn't an option to record consent for items such as statements, invoices, letters, receipts etc, as some communication, such as Accounts documents, are not classed as marketing. They are clas...

    • Updated
    • 1 follower
    • 0 comments
    • 0 votes

  • Service charge transactions are appearing on the Landlord Statement but not on the Management Company

    If you are finding that Service charge receipts and expenses are appearing on the Landlord Statement and not on the Management Statement, it could be due to the following reasons: The expense was ...

    • Updated
    • 1 follower
    • 0 comments
    • 0 votes

  • Can I set the agency as a default contact and billing name on works orders?

    The steps below show you where in User Defaults, you can select the Billing Name and Contact for Access on Worksheets, to your Agency details.  Click Defaults on the main toolbar Click User Defau...

    • Updated
    • 1 follower
    • 0 comments
    • 0 votes

  • How can I comply with a GDPR portability request?

    The steps below show you how you can provide your client a copy of their personal data, to move to another IT environment. All Contact records, Applicants/Tenants, Landlords, Contractors and Guaran...

    • Updated
    • 1 follower
    • 0 comments
    • 0 votes

  • Can I add a new invoice item?

    It isn't possible to add a new Item for invoices as they are hard coded in the system.  In the steps below, we explain what invoice Items are available and who they are payable to when selected.  I...

    • Updated
    • 1 follower
    • 0 comments
    • 0 votes

  • How can I comply with a GDPR personal information request?

    If a client requests a copy of their personal data, the information can be obtained from the Export Held Data icon. This is available on the toolbar of every Contact record. If your client request...

    • Updated
    • 1 follower
    • 0 comments
    • 0 votes

  • Where do I enter a VAT number in User Defaults?

    The steps below show you where to add or change your agency VAT registration number in the User Defaults settings, including where to add it, if you have Multi Office switched on. This article incl...

    • Updated
    • 1 follower
    • 0 comments
    • 0 votes

  • How can I delete records we no longer need?

    The steps below provide you with information on how to Anonymise Information records to comply with GDPR legislation. This applies to Landlords, Applicants/Tenants, Contractors and Guarantors. Anon...

    • Updated
    • 1 follower
    • 0 comments
    • 0 votes

  • Can I set receipt and payment types as a default on records?

    The steps below show you where to set up a default receipt and payment type, so all new records added to your database have these defaults pre-selected. If a contact should pay or require payment b...

    • Updated
    • 1 follower
    • 0 comments
    • 0 votes