The sales finance side of Expert Agent is far more simple than our lettings finance which allows you to fully account for your lettings client account.

While you are able to create invoice documents to send out upon Exchange of Contracts  and also for One Off Charges, along with adding a receipt to the Charges Tab of the property using the receive a payment under the right click > housekeeping > sales accounts, these functions are only intended to provide an audit trail on the property record and aren't in any way intended to be relied upon for accounting purposes or to be MTD compliant.

You can produce a report to show you these Property Invoices  but the original point of entry for any invoices raised via your business/office account needs to be your dedicated office accounting software and not Expert Agent.  There are no accounting features within Expert Agent for the sales side of your business.

For anyone using Bank Export to make their Landlord and Contractor payments, some banks require the file to be in a .txt and some in a .csv.

If you require a CSV and use Excel, Excel will pre format your columns to a "general" format which will mean any sort codes or account numbers that begin with a zero will be missing the first number. To counteract this, you need to download the file slightly differently. 

Run your chosen bank export as normal from the payments to make report - clicking to create bank export - choosing your bank and making your selections. Then click save to download the file.

When the file downloads, rather than clicking on the download in the bottom left:

Open Excel on your machine and find the downloaded file to open it:

 From here you will be presented with the following:

 Click the 'Next' button without making any changes. This will open the following:

In the 'Delimiters' section change the setting from 'Tab' to 'Comma' and click the 'Next' button. This will open the following:

You will need to then select the columns that contain the Sort Code and/or Account numbers and change the 'Column data format' from 'General' to 'Text' and click the finish button. This will open your CSV with all columns formatted correctly.

Microsoft have announced that as of the 14th of January 2020 support for Windows 7 will end.

After the 14th of January 2020, technical assistance and software updates from Windows Update that help protect your PC will no longer be available for the product. Microsoft strongly recommends that any devices still running Windows 7 are updated to Windows 10 sometime before the 14th of January to avoid a situation where you need service or support that is no longer available.

At Jupix we recommend you are running the latest version of the operating system and so if you are using a PC, we would advise you are running Windows 10 with the latest software and security updates installed.

If you are unsure on the system you are running or would like to know more information about Windows 7 support ending then please contact your IT or refer to the following article from Microsoft;

https://support.microsoft.com/en-gb/help/4057281/windows-7-support-will-end-on-january-14-2020