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Learning Lounge
Categories
101 articles
Getting Started and General Settings
Logging into your Landlord Vision account
Navigating the Dashboard
Understanding Portfolios
Adding A New Portfolio
Adding or Removing Team Members
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10
articles
Contacts
Adding A Contact/Tenant
Properties
Adding A Property
How To Add Property Essentials
Add An Insurance Policy
Add A Safety Certificate
Archiving Or Deleting A Property
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7
articles
Tenancies
How To Add A Tenancy
Editing A Tenancy
Legal Documents
Recording A Tenancy Deposit
Letting Agents - Recording Payments to the agent from the tenant and from the agent to the landlord
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6
articles
Banking
Adding a Bank Account
Bank Transfer
Reconciling Your Bank Transactions
Recording Personal Drawings and Directors Loans
Adding A Live Feed From Your Bank
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10
articles
Expenses
Adding A Bill (Expense)
Adding A Bill Payment
Adding A Repeating Bill
Scanned Receipts
Refunding a Bill (Expense)
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6
articles
Income
How To Add An Income
Add An Income Payment
Adding Rent/Repeating Income
Refunding An Income
Recording Bad Debt
Mortgages
Add A Mortgage
Adding An Expense To The Value Of The Loan
Adding Mortgage Payments
Closing And Paying Off A Mortgage or Loan
Events
How To Add A Calendar Entry and Task
How to Add A Diary Entry
Email notifications
Early Warning Settings
Files
How To Upload Files
Reports
How to Run A Report
Reports Available In Your Account.
Transitional Adjustments when Entering or Leaving the Cash Basis for Self Assessment
Video Guides
Getting started with Landlord Vision
Quick Start to Landlord Vision: Importing Properties and Tenancies
How to add a property
Setting up HMOs
How to record tenancies
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35
articles
Communications
E-Signing an Envelope
Mail Merge and Building A Mail Merge Document
Sending An Email To Multiple People At Once
Tenant Portal & Tenant Service Desk
Tenant Access to Landlord Vision
Tenant Portal Dashboard
Sharing Documents And Files With Your Tenants
Tenant Service Desk
Reporting An Issue Via The Tenant Service Desk (Tenant Version)
Maintenance
Work Orders
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