Landlord Vision Knowledge base

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8
How to Use Landlord Vision
Landlord Vision's Workflows
Understanding Portfolios
How to Set Up Restricted User Access
Changing your Personal Details
How to Create a Subscription
Customising Landlord Vision
Multi-Factor Authentication
Properties
Entering HMO Properties and Tenancies
Importing Properties and Tenancies
Tracking Maintenance Issues
Recording a Property Sale
Using the Property Journal
Recording a Property Purchase
Adding Safety Certificates
Purchase of a Tenanted Property
more articles →
Expenses
7
Entering Expenses
Refunds from Suppliers
Entering Mileage Costs
Uploading Expense Receipts
Assigning Scanned Receipts
Adding Repeating Expenses
Copying Expenses and Invoices
Tenancies
Creating Tenancies
Entering an Opening Balance for a Tenant
Entering Tenancies that have Already Started
How Landlord Vision Uses Tenant Invoices
Entering Benefit Payments
Landlord Vision Legal Documents
Changing the Rent
Adding a Multi-let Tenancy
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Tenant Deposits
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Tenant Deposits Overview
Deposit Paid by Tenant to Landlord
Entering a Deposit that the Letting Agent has Sent to the Custodian (DPS)
Deposit Paid by the Tenant to the Landlord Who Then Passed it onto a Deposit Scheme
Deposit Paid by the Tenant to the Letting Agent Who Then Passed it on to the Landlord
Returning Deposits
Retaining Some or All of the Deposit
Transferring a Deposit from One Tenancy to Another for the Same Tenant
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Letting Agents
11
How to Handle Letting Agents in Landlord Vision
Configuring a Tenancy with a Letting Agent
Entering Letting Agent Payments
Letting Agent Statements
Adding Fees and Expenses Paid on Behalf of the Landlord
Recording Payments to the Landlord via a Letting Agent
Letting Agent Takes Initial Fee and Commission
How Letting Agent Data is Handled on the Reports
more articles →
Tenant Invoices
10
Adding Headers to Invoices
Adding Bank Details to Invoices
Assigning Bad Debt
Tenant Pays Expense on Behalf of Landlord
Recording Rent Payments
VAT in Landlord Vision
Creating Invoices for Ground Rent and Service Charges
Tenant Overpayments and Refunds
more articles →
Mortgages
7
Adding Mortgages
Editing Mortgages
Closing Loans and Remortgaging
How to Remove Mortgage Interest from the Income Tax Report
Adding Mortgages That Have Been Running for a Long Time
Mortgage Holiday
Mortgage Payments
Email
8
Sending Emails from Landlord Vision
Email Notifications to Landlords
Sending Emails to Tenants
Creating Email Templates
Where the Mail Merge Tags Relate to
How to Import Your Own Tenancy Agreement (and Other Documents)
Rent Reminders: Automatically Email Rental Invoices to Tenants
Task Reminders: Send Email Reminder on a Selected date
Direct Debit
2
Collecting Tenant Rent by Direct Debit
Tips for Using the DD Service
Accounting
21
Bank Reconciliation / Adding Payments via the Bank Statement
Importing a Bank Statement
Reconciling a Bank Statement
Recording Personal Drawings and Director's Loans
Recording Payments to HMRC
Setting an Opening Balance for a Bank Account
Double Entry Bookkeeping
Recording Corporation Tax
more articles →
Reports
7
Reporting Tax Owed in a Joint Portfolio
Property Reports
Tenant Reports
Accounting Reports
Finance Reports
Tax Reports
Exporting Your Data
Tenant Module
6
Tenant Access to Landlord Vision
Using the Tenant Service Desk
Tenant Service Desk User Management
Tenant Unable to Log In
White Labelling the Tenant Module
Sharing Documents via the Tenant Module
Troubleshooting
7
Help! I Can't Delete Payments!
Deleting All of your Data
Unallocated Payments
Something Bad has Happened
Basic Troubleshooting
Cannot Delete Payment. The Payment Has Been Forwarded From Agent to Landlord
Tips on Importing CSV Files
Document Manager
2
Uploading Documents to Landlord Vision
Bulk Uploads of Documents into Landlord Vision
Contacts
1
Managing Contacts
E-Signing
4
Submitting Documents for E-Signing
Purchasing Signable Envelopes
E-Signing a Document
Common Problems with E-Signatures
Submitting data to HMRC (Making Tax Digital)
3
Submitting tax data to HMRC
End of Period Statement
Crystallisation

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