Managing your portfolio Settings
Last modified:
To change any of the settings on your account, navigate to My Portfolio, you will find this located top left of your screen, use the drop down arrow and click the 3 dots > Settings
This will open a screen very similar to this:
From here you can change various parts of your Landlord Vision account under the headings. Simply click on the menu item to edit it.
Main
Income and Expense Categories - When you add a expense or Income item you have to select a category. You can edit or add any items in here
Chart of Accounts - In the Chart of Accounts you can manage all of your credit cards, bank account and nominal accounts, including income, expense, asset accounts and more. Many of them will have associated Income and Expense Items. The Chart of Accounts contains places for most of what you will need but it is fully configurable if it doesn't
Email Notifications - You can instruct Landlord Vision to send you daily and weekly summaries about your portfolio including due and overdue rents and other less frequent events like expiring safety certificates and tenancies.
Mail Merge Templates - Go to the Mail Templates tab to set up your template for emails that you want to send to multiple people, either at once or individually over a period of time. Click the green + to start making your template and use the Insert mail merge field to insert a Mail Merge field into your letter at the point that the cursor is positioned.
E-signatures - Enter Signable sub-account details here. Please provide the details below to create a Signable sub-account for your portfolio:
Types
Property Essential Types - you can edit things like Black Bin (General Waste) Blue Recycling Bin, Central Heating, stop taps
Safety Certificate Types - Edit, Add or change certificate types
Insurance Types - Edit, Add or Change Insurance Types
Contact Other Information Types - Edit Add or Change contact other information types
Contact Referee Types - Add or Change contact information Next of kin etc
Right To Rent Document Types - Add, Edit or Change document types
Diary Types - Add, Change or delete Diary types
Tags
Add, change or delete a tag type for the following: Contact Unit Task Diary
This will open a screen very similar to this:
From here you can change various parts of your Landlord Vision account under the headings. Simply click on the menu item to edit it.
Main
Income and Expense Categories - When you add a expense or Income item you have to select a category. You can edit or add any items in here
Chart of Accounts - In the Chart of Accounts you can manage all of your credit cards, bank account and nominal accounts, including income, expense, asset accounts and more. Many of them will have associated Income and Expense Items. The Chart of Accounts contains places for most of what you will need but it is fully configurable if it doesn't
Email Notifications - You can instruct Landlord Vision to send you daily and weekly summaries about your portfolio including due and overdue rents and other less frequent events like expiring safety certificates and tenancies.
Mail Merge Templates - Go to the Mail Templates tab to set up your template for emails that you want to send to multiple people, either at once or individually over a period of time. Click the green + to start making your template and use the Insert mail merge field to insert a Mail Merge field into your letter at the point that the cursor is positioned.
E-signatures - Enter Signable sub-account details here. Please provide the details below to create a Signable sub-account for your portfolio:
Types
Property Essential Types - you can edit things like Black Bin (General Waste) Blue Recycling Bin, Central Heating, stop taps
Safety Certificate Types - Edit, Add or change certificate types
Insurance Types - Edit, Add or Change Insurance Types
Contact Other Information Types - Edit Add or Change contact other information types
Contact Referee Types - Add or Change contact information Next of kin etc
Right To Rent Document Types - Add, Edit or Change document types
Diary Types - Add, Change or delete Diary types
Tags
Add, change or delete a tag type for the following: Contact Unit Task Diary
