Property Manager

Property Manager

v1.41

Download

Windows 7, Windows 8 and Windows 10 operating systems only

Before you start the installation process

  1. Check your licence is up to date
  2. Take a backup of your data
  3. Close the program
  4. Have your Farmplan customer number to hand

Summary of changes

  • Assignees -extra information against each assignee including telephone numbers and up to 5 additional fields
  • Assignor –  who has authorised a task/review it as well as who it has been assigned to
  • Landlord/Estates – extra fields to add bank details/agents commission and a salutation name
  • Tasks can now be sent to assignees via email and a task created in OutlookT
  • Tasks – additional field for reference number
  • Tasks – can be repeated based on planned due date or completion date.
  • Tenants – save time by copying the property address into the new tenant record
  • Tenants – multiple contacts and multiple email addresses
  • Sales invoices – different customisable layout from the rent demands if required
  • Additional Items/Sales Invoices – Show opening and closing meter readings on sales invoices with up to 3 decimal places
  • Demands –  any anomalies within the date range are now marked with a code rather than a * , along with the date and amount of the next review
  • Users – Export to Business Manager – can now be filtered by user
  • Users – Filter batch emailing screen by user

A full list of enhancements can be found in the Help files in the program and during the download process.

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Getting started guides

Enhancement guides

Events

Can the Property Manager Events screen only show current information?

The information available from the Events window can be filtered by a date range therefore showing only the information the operator requires

This setting is available in Tools then Options

The example belows shows that the operator has set the date range to look back over the last 7 days and forwards for the next 31 days

set_events_date_range

Can I turn the Property Manager Events window on/off?

Property Manager Events (diary) can be displayed automatically when you first open the program

eventwindow

The ‘Show Events on Startup’ tick box which turns this ability on or off is available in Tools, and Options

showevents

Rent demands

How can I reprint rent demands?

Demands can be reprinted by clicking ‘Financial’, then ‘Transaction’. The demands can selected by using the filters to select information, such as specific dates and landlords

Click ‘Report’, ‘All Transactions’, then ‘Detailed Report’ followed by ‘Continue’. The demands can now be reprinted

Tenancies

How can I view finished tenancies?

In Tools / Options tick the Show Finished  box to make them visible.