Your comments

Hello Mark

You can enter this data in Property Manager > Properties > select the property > Safety Certificates and Insurances tab > Add certificate > select EPC from the Certificate Type dropdown, enter the Expiry Date and set the Early Warning time.  This will appear on the Portfolio Dashboard and you can set up email notifications in Settings > Email Notifications as well

Kind regards

Roy 

You can already do this.  Go to your tenancy and click on the pen icon next to Other Tenancy Details at the bottom.  Now tick the Tenancy Agreement Addendum and fill in your clauses.  This will add extra clauses to the end of the AST in the software for that tenancy

Also, if you go to Settings > Tenancy Settings, you can make the software include the extra clauses by default on all subsequent tenancies created after you make this change.  Click on the portfolio in the list at the bottom of the page and enable the Tenancy Agreement Addendum there.  

Kind regards

Roy

We have launched the new Knowledge Base today which includes a much greater range of articles about the software, a number of how tos and is also fully searchable

Kind regards

Roy

We now have an End Tenancy button that you can use to set when a tenancy expired.  This will remove all of the upcoming rental invoices after the Expiry Date and leave all of the earlier ones

Kind regards

Roy

Hello

While it is not currently possible to do this, you can add the guarantors per tenant under Tenant > Referees and Contacts.  We will however add this to a future update

Kind regards

Roy

Hello George,


Thank you for your suggestion. You would probably want to try the Upcoming Rents report instead - please go to Reports/All Reports/Tenant Reports/Upcoming Rents. There's also an option to change the number of days on that report.


Kind Regards,

Nick

Hello

You can include the Allocated Car Parking Space in Property Manager > Properties > click on the property > Property Essentials tab > Other Features.  Tick thPrint on Welcome Pack option to include it in the welcome pack

Kind regards

Roy

Hello

As of the update on the 9th January 2018, it is now possible to write the value of the mortgage to the Fixed Assets account rather than the bank account in these cases.  This means there are no credit notes to enter or ad-hoc reconciliations to make.  Although the reconciliation was not a required part of the process unless you are already reconciling your bank statements

Kind regards

Roy 

Thank you to everyone who requested this.  As of the 9th January 2018 it is now possible to edit the following fields after a mortgage is saved:

- Loan Amount
- Interest Rate & Computation
- Payment Period (new option)
- Start Date
- Term (Months/Quarters)
- Payment Type
- Loan Paid To (new option)
- Loan Paid to Account (new option)
- Irregular Initial Payment (for monthly payments only)
- Irregular Initial Payment -> Payment Amount
- Irregular Initial Payment -> Payment End Date (for monthly payments only)
- Irregular Initial Payment -> Payment Due Date (for monthly payments only)
- Regular Payments -> Payment Amount
- Regular Payments -> First Payment Due Date (for monthly payments only)
- Automatically Paid 

It is also possible to re-open a closed mortgage too and all of the editable fields become available

Kind regards

Roy