NAVIGATION

Where possible we recommend you use a PC to create your brochure templates. However, we do know that sometimes this isn't possible.

If you are using a Mac to create your brochure templates you will need to be using Office 365 as this is the only version of Word that will work on a Mac using WordLink.

The problem with a Mac is that the option to "Link To File" for Image Merge codes doesnt exists. Below will show you the work around for this when using a Mac (we do still ask you to always use Word for Mac, rather than Pages).

To insert an image into a Brochure on a Mac you need to first insert a text box.

1) From the Insert menu, select the "Field" option.

2) From the window that opens you will need to select "Link and References" and "IncludePicture". Once select you will need to paste the image merge code (URL) into the box at the bottom after the INCLUDEPICTURE text.

3) Once the required images have been inserted you will need to make these links dynamic, from the Edit menu select "Links..."

4) This will then open this window, for each link listed in the top box, you will need to uncheck the "Save Picture in Document" box.

5) Once you have unchecked this option for all images, you will be able to format them.

N.B. Please note that when using a Mac to create your Brochures the Re-Generate button will not work. You will need to Delete the Brochure and generate again.

Viewings no longer have their own option in the top menu, they are now held under "Appointments". From the Appointments drop down, you can choose grid, or dashbaord (they both work the same as any other Dashboard or Grid within EA) and access your viewings from there.

This has given you the option not only to view Viewings but also Property Inspections, Doctor Appointment, Staff Holidays, Safety Check etc.

The Diary options (both Weekly and Daily) have been moved to the Appointments section in the top menu. This keeps all appointment sections of EA in once place.

How do I access my Viewings

This has given you the option not only to view Viewings but also Property Inspections, Doctor Appointment, Staff Holidays, Safety Check etc.

Any quick links you've set up will appear on the right

Ideally, you need a Pending Viewings, Viewings to Chase, Viewings Today, Valuations to Chase quick link

Our Verity explains how to create these in her video below:

Watch the Video

When adding an uplift to a purchase invoice, why is Expert Agent calculating VAT on the whole amount rather than just my uplift portion, whether the contractor is VAT registered or not?

As you are adding an uplift to the contractor’s original invoice you are essentially taking responsibility for the contractors invoice and then billing the Landlord separately. This is no longer seen by HMRC as a disbursement and so if you are VAT registered, VAT will need to be charged on the entire invoice rather than just the uplift portion. Please see this page from the Gov.uk website for further details.

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How do I create Brochure Templates on a Mac?

How can I access my Viewings?

Where has my Diary gone?

How do I access my Viewings

Why is EA calculating VAT on the whole amount of my purchase invoice with uplift?