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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.  Note You will need access to System Administration, to edit your default settings. Your appointed Group Administrator will ...

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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 ...

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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. ...

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    • 1 follower
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    • 1 vote
  • 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 Tenancy on the main toolbar...

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  • Zenya Allen created an article,

    Adding flashes on brochures and window cards

    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...

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    • 1 follower
    • 0 comments
    • 1 vote
  • 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...

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  • 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 ...

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  • 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...

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

    Opening Balance 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...

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    • 1 follower
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  • 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 Property on the main toolbar Select the relevant property from Recent & Favourite Properties  Alternative...

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    • 1 follower
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