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Zenya Allen

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Activity overview

Latest activity by Zenya Allen

  • Zenya Allen created an article,

    Setting up additional bank accounts

    Within Alto, you can create additional bank accounts for your branches. These bank accounts can also be used for custodial deposits or deposit accounts for DPS, TDS as well as other schemes.  Note...

    • Zenya Allen
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    • 1 follower
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    • 1 vote
  • Zenya Allen created an article,

    Block and service charge

    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...

    • Zenya Allen
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  • Zenya Allen created an article,

    What if I've overpaid a landlord?

    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. ...

    • Zenya Allen
    • Updated
    • 1 follower
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    • -8 votes
  • Zenya Allen created an article,

    Create a tenants rent statement

    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 Tenancies on the main toolb...

    • Zenya Allen
    • Updated
    • 1 follower
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    • -4 votes
  • Zenya Allen created an article,

    Dashboard - batch receipts

    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...

    • Zenya Allen
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    • 1 follower
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    • 0 votes
  • Zenya Allen created an article,

    Dashboard - landlords to pay

    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 ...

    • Zenya Allen
    • Updated
    • 1 follower
    • 0 comments
    • -3 votes
  • Zenya Allen created an article,

    Dashboard - chasing arrears & arrears letters

    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...

    • Zenya Allen
    • Updated
    • 1 follower
    • 0 comments
    • -5 votes
  • Zenya Allen created an article,

    Opening Balances - Deposit money

    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...

    • Zenya Allen
    • Updated
    • 1 follower
    • 0 comments
    • 1 vote
  • Zenya Allen created an article,

    Adding agency fees on a property

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

    • Zenya Allen
    • Updated
    • 1 follower
    • 0 comments
    • -3 votes
  • Zenya Allen created an article,

    Landlord refund of NRL tax

    You can refund any Non Resident Landlord (NRL) tax held in your client bank account, providing it hasn't yet been paid to the HMRC. This article includes:  Reasons for refunding NRL tax Processing...

    • Zenya Allen
    • Updated
    • 1 follower
    • 0 comments
    • -1 votes