The Quick Search in the top menu displays the first 30 records that meet the criteria entered – which 30 is dictated by the system (ie: it may not necessarily be the first 30 records alphabetically by Firstname, for example).

If you are searching with a word that could appear many times (ie: Smith / Street / Road) you can use a % symbol (we call it a ‘wildcard’) to separate elements of your search. For example:

John%Smith will search for both John and Smith in each record, narrowing the results.

It is worth noting that the Quick Search within the Applicant Dashboard (or any of the Dashboards) will return a maximum of 50 results.

The Finance FAQ section covers all Financial related queries regularly raised by our members.  We hope you will find the answer to your query below however if not and you feel it will be beneficial to add please email your suggestion to This email address is being protected from spambots. You need JavaScript enabled to view it.  and we will happily add it for you.

More:

Why you should use Expert Agent to manage your Lettings Finance needs

Why can't I see the lettings finance functions and how can I add them?

How do I Process a Holding Deposit?

Statements Vs Remittance

How can I create a statement for just one of my Landlord's properties?

How can I create an annual statement for my Landlords?

What do I do about a property with more than one landlord?

What do I do if I've had a letter from HMRC requesting a return under Schedule 23?

How do I pay a contractor before paying my Landlord?

Why did the rent not automatically charge for this tenancy?

Why have I got a message saying "No Rent Payer Set Up"?

How do I create an opening bank balance?

What do I do if my lettings business becomes VAT registered?

What should I do if a Tenant has paid for something on behalf of the Landlord and the Landlord has agreed to receive less rent?

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

How do I set up a Landlord as NRL and then deduct Tax from the income?

What do I do if one of my non-resident Landlords returns to the UK?

What do I do if Excel is removing zeros from my sort codes in bank export?

What is Making Tax Digital (MTD)?

What do I do if I’m renewing a tenancy where the deposit exceeds the threshold set in the Tenant Fees Act 2019?

How do I re-save the VAT rate for my Standard Invoices?

How do I set my contractor as VAT registered so 20% is automatically added to purchase invoices?

We have listed and answered Diary Frequently Asked Questions below

The Diary and Appointments chapter covers the diary in detail.

More:

How can I set up a recurring appointment?

How do I add a new staff member to the diary?

How can I order my team members in the order that I would like them to appear on the diary?

How do I sync the Diary with Outlook?

How do I assign records to appointments?

Why cant I save changes to my appointment?

Where has my Diary gone?

How can I access my Viewings?