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Margaret Lathwell

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Activity overview

Latest activity by Margaret Lathwell
  • Margaret Lathwell created an article,

    How do I add a second address for a contact

    If you need to, you can add additional addresses to a contact record. An example might be adding a partner's address, a forwarding address, adding a guarantor, next of kin or adding accountant deta...

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  • Margaret Lathwell created an article,

    Initial settings on a supplier

    Initially when you are setting up suppliers, there are steps you can take to ensure best practice. They include: Searching for a supplier record Removing duplicated supplier records Delivery Metho...

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    • 1 follower
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  • Margaret Lathwell created an article,

    Initial settings on a tenancy

    Initially when you are setting up a tenancy, there are steps you can take to ensure best practice. They include: Finding a tenancy Contact Delivery Method - set how you send out demands, receipts,...

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  • Margaret Lathwell created an article,

    Initial settings on a property

    Initially when you are setting up a property record, there are steps you can take to ensure best practice. They include: Changing property ownership Adding landlord(s) to a property record and joi...

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    • 1 follower
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  • Margaret Lathwell created an article,

    Critical Dates Not Set report

    The Critical Dates Not Set report allows you to create a list of your properties that are missing certificates that you have marked as Critical, i.e. Gas safety certificates and Electrical safety c...

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    • 1 follower
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  • Margaret Lathwell created an article,

    Adding public liability insurance to a supplier

    When you add a new supplier, it's important you complete as much detail as possible, including recording the suppliers public liability insurance details. Your suppliers public liability document c...

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    • 1 follower
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  • Margaret Lathwell created an article,

    Adding preferred suppliers to a landlord

    When a landlord has been set up as a Contact, you can select a preferred supplier for them. This may be a supplier that is a chosen favourite to complete works or maintenance on their behalf, wheth...

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  • Margaret Lathwell created an article,

    Adding landlord bank account details

    When a Landlord has been set up as a Contact, it's important to ensure their bank account details are added, to ensure successful payment in future. To add banking details for a Landlord: Click Co...

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    • 1 follower
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  • Margaret Lathwell created an article,

    Setting up an overseas landlord

    Non-resident landlords are persons who have UK rental income and whose usual place of abode is outside the UK, including individuals, companies and trustees. In the case of individuals, HMRC normal...

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