Property management accounts preparation

Before we can progress your order to installation, you'll need to log in to My Account and complete the Property Management Accounts Preparation details in the To-Do List section. This is presented in a questionnaire format and focuses on your in house accounting procedures and processes. Once complete, this allows us to set up the accounting module as well as compile the relevant account and business details, onto your Alto system.

  1. Log in to your My Account
  2. The Homepage opens. Click the Alto-XXXXXX tab
  3. Your Order Status page opens, containing your To-Do List
  4. On Property Management Accounts Preparation, click Click Here to access and make changes
    1. Bank Accounts:
      1. Click Yes/No as relevant to each question
      2. Click Add to complete additional bank account details if you operate more than one client account
      3. Notes boxes allow you to add any additional information, i.e. your bank and VAT Registration number(s)
      4. Click the dropdown menus and select the relevant information, as required 
      5. Click + Upload a file if you generate a BACS file to make payments through your bank 
    2. Accounting Practice:
      1. Click the dropdown menus and select the relevant information, as required 
      2. Click Yes/No as relevant to each question
      3. Notes boxes allow you to add any additional information, i.e. the name of your accounting system
    3. Property Management:
      1. Notes boxes allow you to add any additional information, i.e. the number of your active tenancies
      2. Click Yes/No as relevant to each question
    4. General:
      1. Click Yes/No as relevant to each question
      2. Notes boxes allow you to add any additional information, i.e. the name of your deposit schemes
      3. Click the dropdown menus and select the relevant information, as required 
    5. Take On Procedure:
      1. Click Yes/No as relevant to each question
      2. Tick the boxes to agree to the comments
    6. Other:
      1. Notes boxes allow you to add any additional information
    7. Signed by:
      1. Tick the box to agree to the comment
      2. Complete the notes boxes to fill in your First Name, Surname and Job Title
    8. Click Save changes

In the To-Do List, the Property Management Accounts Preparation section updates, indicating if the section is complete or not.

  • Red triangle with an exclamation mark - Identifies any section that has not been completed in full 
  • Green circle with tick - Identifies a section that has been completed and submitted in full, with no further information required

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