Basic Troubleshooting

I have no invoices to allocate payments to

Please check the following:

Tenant Manager > Tenancies > click on the tenancy > Edit Tenancy > Tenants screen.  Ensure that the dates are correct so that the tenancy is still active and producing invoices.

Tenant Manager > Tenancies > click on the tenancy > Edit Tenancy > Invoices screen.  Make sure that Automatically Create Invoices is ticked.  If Landlord Vision is not creating invoices then you will not have any to allocate payments to.

Tenant Manager > Payments > search by the payer.  Make sure there are no duplicate or incorrectly entered payments.

My Account Balance is incorrect

This can be due to one of the following reasons:

Mortgage Drawdowns. Head to Finance Manager > Mortgages and Loans, open up each loan and check the Loan Paid To setting under Account Details.  If it is set to the bank account, then the software will write a large payment to the bank account.  If the loan was taken out before using Landlord Vision, select Historical Mortgage.  If the loan was taken out after starting using Landlord Vision, set Non-Bank Account > Mispostings and record the property purchase in Property Manager > Expenses.  More details can be found in the below articles:

Historical Mortgage / Loan method

Property Purchase method

Duplicate payments.  If you are reconciling your bank account, these should show up as Unreconciled in the Account Transactions page.  Find them in either Property Manager > Payments (for outgoings) or Tenant Manager > Payments (for incomes) and delete them.

Opening Balance.  Please see this guide for setting an opening balance to bring your Account Balance in to line with your bank account.