01.02.15 

With 75% of users working in Expert Agent Touch full time (and over 90% having tried it), the time has come to take down the old Learning Centre which has become progressively more and more out of date.

We've redirected your request to the new Learning Centre created for Expert Agent Touch's Sept '14 launch.

We're updating this daily.

Please use the search box (top right) to search for the help you are looking for.

Setting up this feature gives you a quick and easy option of confirming the valuation appointment with your Vendor/Landlord.

When booking a Valuation you will get an option to confirm the appointment with the Vendor/Landlord via SMS and E-mail.  This is the section in which you configure the text.

This section is preconfigured for you however feel free to amend the text if required.

1. Vendor/ Landlord Confirmation SMS Text - Ensure this text is configured as required.
2. Vendor/ Landlord Configuration E-mail – Edit the text as required.
3. SAVE

NOTE – These fields contain merge fields so if any changes have been made it is advised to send yourself a test text to ensure everything is correct.

One of the easiest ways to allocate funds to a contractor invoice on a landlord statement is to do so when Paying Landlords.

However there may be occasions when there is no landlord payment to be made because of a nil balance on the landlord record.

In these cases you will need to allocate funds against the invoice via the Receive Payment screen

This will open the receive payment window. Any unallocated funds on the account will display at the bottom of the screen and you can just tick alongside the invoice you want to mark as paid before saving. DO NOT enter anything into the 'amount received' box as this will record more funds as being received into your bank.