1. Knowledge base
  2. Start Here
  3. Articles

Landlord Vision's Workflows

Landlord Vision now has a series of brief workflows to help guide you in getting the most out of the software.  Any new account will be taken straight into them and they serve as a means to introduce you to the software and show you where to enter your data to get what you want out of it.  The four quick guides are:

Manage my finances and generate an income tax report

  • Create a tenancy
  •  - Creating Tenancies
  •  - Entering Tenancies that have Already Started
  • Record expenses
  •  - Entering Expenses
  • Add scanned receipts (optional)
  •  - Uploading Expense Receipts
  • Set up mortgages
  • - Adding Mortgages
  • Record tenant payments
  • - Recording Rent Payments
  • Import a bank statement and reconcile
  • - Adding Payments via the Bank Statement
  • See income tax report
  • - Tax Reports


    • Track tenant rents and see who is in arrears

  • Create a tenancy
  • - Creating Tenancies
  • - Entering Tenancies that have Already Started
  • Record tenant payments
  • - Recording Rent Payments
  • Import a bank statement and reconcile
  • - Adding Payments via the Bank Statement
  • Enable Direct Debit rent collection (optional)
  •  - Collecting Tenant Rent by Direct Debit
  • See who is in arrears
  •  - Tenant Reports

    • Create and manage legal and other documents

  • Create a tenancy
  • - Creating Tenancies
  • - Entering Tenancies that have Already Started
  • View legal documents
  •  - Legal Documents
  • Upload a document
  • - Uploading Documents
  • Create a mail merge template, upload it and process it (optional)
  •  - Upload a Mail Merge Document
  • E-signatures (optional)
  • - Submitting Documents for E-Signing


    • Manage my properties, set up tasks and alerts

  • Add a property
  • Add a safety certificate with an early warning
  • Add a task
  • Tracking Maintenance Issues
  • Set up email notifications
  • Email Notifications to Landlords


    • If you haven't seen this yet and would like to use it, or you were using it and then closed it, simply go to Help > Follow the Landlord Vision Workflows.  You will be taken to the Portfolio Dashboard where the workflows will begin.  Workflows are still available after you have completed one of them and just because you have picked one doesn't mean the software will only do that workflow.

    Previous article: How to Use Landlord Vision
    Next article: Understanding Portfolios

    Customer support service by UserEcho