Zenya Allen

Setting up additional bank accounts

1. Tools
2. System Tools

Within Alto, you can create additional bank accounts for your branches.  Note You will need access to System Administration, to edit your default settings. Your appointed Group Administrator will ...

• Edited 12 October 2021 18:27
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Block and service charge

1. Tenancy and Property Management
2. Properties

If your agency manages a block of residential properties or a commercial property with several flats, shops, or units, the steps below will show you how to set this up in Alto.  Warning Alto does ...

• Edited 28 October 2021 07:36
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What if I've overpaid a landlord?

1. Tenancy and Property Management
2. Landlords

If you have accidentally paid a landlord more than the amount specified on their landlord statement, the overpaid amount can be entered as a negative opening balance on the corresponding landlord. ...

• Edited 18 May 2021 17:17
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Create a tenants rent statement

1. Tenancy and Property Management
2. Tenancies
3. Transactions

The steps below outline how to create an itemised list of all accounts transactions for a tenancy, and produce it to either be printed or emailed to your tenants. Click Tenancy on the main toolbar...

• Edited 24 September 2020 18:34
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• -1 votes

Adding flashes on brochures and window cards

1. Property
2. Marketing Properties

A flash item is a banner which can be placed over the top of a brochure such as a Sold STC or Let banner.  Before you start the process of uploading a flash item, you'll need to switch on the Custo...

• Edited 14 September 2020 14:16
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• 1 vote

Dashboard - batch receipts

1. Home Screen
2. Property Management Dashboard

The steps below outline how to receipt money from the Property Management Dashboard for charges which have been raised and are in arrears, including: Receipt multiple payments using batch receipts...

• Edited 04 September 2020 16:26
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Dashboard - landlords to pay

1. Home Screen
2. Property Management Dashboard

The steps below outline how to process a landlord statement from the Property Management Dashboard, including: Pay landlords in bulk Pay a landlord individually Produce a landlord statement  View ...

• Edited 04 September 2020 16:27
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Dashboard - chasing arrears & arrears letters

1. Home Screen
2. Property Management Dashboard

You can monitor your arrears and send out arrears letters to a tenancy or individual contact record from the Arrears widget on the Property Management Dashboard. You can filter by switching betwee...

• Edited 15 January 2021 14:40
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Opening Balance deposit money

1. Accounts
2. Transactions

Opening Balances are the breakdown of all the cash you hold in your client accounts, and deposit account (if applicable), which are added into Alto to give you a starting balance that reconciles wi...

• Edited 08 November 2021 16:01
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Adding agency fees on a property

1. Property
2. Marketing Properties
3. Property & Timeline

You're able to add your agency fees on to an individual property. Sales property Click Property on the main toolbar Select the relevant property from Recent & Favourite Properties  Alternative...

• Edited 27 July 2020 17:18
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