Client Accounting Mid-July Updates
Effortless landlord accounting with automated portfolio statements.
Keep your landlords fully informed with automated portfolio statements and provide a clear, consolidated view of their finances and key property management activity whilst reducing team admin.
Simplified payment reconciliation.
Reconcile multiple transactions against a single bulk payment, perfect for managing rent collections, contractor invoices, or portfolio income whilst helping your Client Accounting team work faster and more accurately.
Instantly update charges on client account ledgers.
Amend charges directly within the ledger, with all changes reflected immediately. This added flexibility gives greater control over financial records, improves accuracy, and significantly reduces time spent on manual corrections.
Improved branch and fund management.
Quickly filter the ‘Allocate Funds’ page by branch to gain clearer financial visibility across multi-branch operations, making it easier for teams to track and allocate funds accurately, streamlining client accounting at scale.
