How to do the things you’ll do most
19 short walkthroughs, each a few steps with a picture of the actual screen. Read the one you need rather than a manual you don’t.
Getting started
Set up your first property, tenant and rent record. Start here if the account is new.
Create the property record everything else hangs off — address, type, ownership and status.
Create the tenant, link them to a property, and set the rent, dates and deposit scheme.
Match a payment to the rent charge it settles, so the balance stays honest.
What the dashboard is telling you, and where everything lives.
Day to day
Recording money in and out, receipts, certificates and rent changes as they happen.
Put a cost against the right property and the right HMRC category.
One invoice covering three properties, recorded as one transaction with three lines.
Keep the paperwork with the record it belongs to.
Bring a statement in once, map the columns, and check what it found before anything is saved.
Record gas, electrical and energy certificates so you're warned before they expire, not after.
Record a second property for the same tenant, or move them from one of yours to another.
Log each stay with its dates, what the guest paid, and whether the money has been recorded.
Record an increase from the date it takes effect, without disturbing rent already paid.
Tax and MTD
Quarterly figures, ownership shares, exports and reports for the end of the year.
See cumulative income and expenses per property business, and what each deadline needs.
Why a half-owned flat contributes half, and how co-owners see the same property.
Get the quarter's numbers out for your MTD software, then note the submission against the quarter.
Six reports covering tax, income, arrears, yield and valuation — and how to print them.
For accountants
Running a practice: clients, staff permissions, and getting access to a landlord's records.
Create the client, give them a reference, and decide whether they get their own login.
Control what each member of staff can do, and which clients they can see at all.
For a landlord who keeps their own records and wants their accountant to see them.
19 articles are available across 4 categories.
Still stuck?
Email us and a person will read it. Tell us what you were trying to do and what happened instead — that’s usually enough to sort it out in one reply. If it turns out the answer should have been on this page, we’ll add it.