LogiPro - Full User Manual
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Introduction
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General Settings
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Admin
- Admin
- Users Configuration
- Set an Account Closure Date
- Default Nominal Account Configuration
- Nominal Accounts Reporting Groups Configuration
- Document Template Configuration
- Drop Down List Configuration
- Company Setup
- Partnership Setup
- Leaseholder Setup
- LLP-GP Setup
- Contact Setup
- Add Shareholders to a Company
- Investor Company with a Contact Setup
- Add an LLP-GP Company to a Partnership
- Queue Emails for Review before Sending
- Add a CC to an Investor Email
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Property Management
- Property Management
- Landlord Configuration
- Property Setup
- Units Setup
- Add a Tenant to a Unit
- Leases Setup
- Rent Review
- Narrative and Additional Narrative Fields
- Stepped Rent Setup
- Lease Holders Setup
- Invoice to Guarantors
- Lease Break Clauses
- Generate Management Invoices
- Selling a Property
- Email Reminders for Rent Review and Lease Ends
- Lease Expiry Reminders
- Associate Managing Agents with Invoices and Payments
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Accounting
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Banking
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Invoices
- Invoices
- Manually Create Sales Invoices
- Disable VAT for Non-VAT Properties/Units on a Purchase Invoice
- Create Sales and Purchase Credit Notes
- Create Purchase Invoices
- View Original Purchase Invoice from a Distributed Invoice
- View Purchase Invoice List by Distributed/Not Distributed
- Utility Invoices
- Edit an Invoice
- Change a Payment Narrative or Invoice Narrative
- Set Up and Perform Automated Rent Demand Runs
- Add a New Rent Period for Rental Invoices
- Generate Overdue Invoices/Arrears Reports
- Print Original Invoice with Overdue Reminder Letter
- Authorise Payments
- Apply Payments
- Management Invoice
- Create Invoice and Credit Templates
- Generate Invoices and Credit Notes from a Template
- Generate VAT Invoices
- Email New Invoices from the To Do Screen
- Email Invoices from the Invoice Screen
- Email/Print Invoices
- Add Any Property to an Invoice or Payment
- Batch Print Invoices
- Invoice Notes
- Invoice Notes Follow-ups
- Pay Invoices and Expenses Via a Managing Agent Statement
- Move Existing Invoices/Payments
- Charge Interest on Overdue Invoices
- Link Scanned Invoices
- Change Information on a Company to Company Transfer
- Automatically Emailing Invoices that are created Manually or via Invoice Distribution
- Writing off an Invoice
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Payments
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VAT
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Distributions
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Service Charge
- Service Charge - Getting Started
- Service Charge on Account
- Service Charge Caps
- Override Default Landlord Service Charge Settings by Unit
- Unit Apportionment Summary
- Allocate Sinking Funds
- Export Service Charge Certificates
- Detailed Service Charge Budget
- Service Charge Reconciliation
- Delete a Service Charge Reconciliation
- Regenerate Invoices for a Budget
- Reallocate Service Charge Schedules
- Service Charge with Multiple Periods
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Job Management
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Documents
- Letter, Email and SMS Generation
- Number Formatting in a Merge Field
- Configure Scanned Documents
- Add Scanned Documents to Investors
- Add Investors to Scanned Documents
- Set Up Certificate Types
- Configure Certificates from a Property or Unit
- Run Certificate Reminder Actions
- One-off Attachments
- One-off Templates
- How to Encrypt and Decrypt Documents in the LogiPro Database
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Reports
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Actions
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Manage Owner's Properties
- Introduction
- Set the Management Fee
- Set the Client Account and Managing Company
- Configure the Owner's Company Accounts
- Set the Management Fee Rates
- Charge Management Fees for the Property's Expenses
- Charge the Management Fee for the Property's Rent
- Filter the Invoice List
- Monitor the Central Rental Account Activity
- Statement of Account Report for an Owner's Property
- Display Client Account Transfers in the Management Company's Reconciliation