LogiPro - Full User Manual

Introduction

• About LogiPro
• Property Management
• Accounting
• Mandatory Fields

General Settings

• Invoices Tab
• Invoice Documents Tab
• Non UK Resident Tab
• Rent Tab
• Email Tab
• SMS Tab
• General Tab
• Document Storage Tab
• Company Tab
• VAT Tab
• Service Charge Tab
• Statement Of Account Tab

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

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

Accounting

• Accounting
• Currency and Banking
• Add Bank Details
• Set Default Sales Accounts and Default Nominal Accounts for Contacts
• Create Default Nominal Accounts for Specific Companies
• Merge One Nominal Account into Another
• Transactions Log
• Year End Routine
• Year End Reports

Banking

• Banking
• Client Accounts Setup
• Company Bank Accounts Setup
• Import Barclays Bank Statements
• Import Llyods Bank Statements
• BACS Payments
• Bank Reconciliation
• Export Saved and Reconciled Bank Reconciliations
• Display Bank Notes in Bank Account List

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

Payments

• Payments In
• Payments Out
• Inter-Company Transfers
• Batch Company To Company Transfers
• Banking - Perform an Account Transfer
• Transfer a Management Fee when a Sales Invoice is Paid
• Batch Investor Payments
• Import Payments List
• Automatically Reverse Prepayments and Accruals

VAT

• VAT Returns
• Exclude Nominal Accounts from VAT Returns
• VAT Codes

Distributions

• Distribution Rules Setup
• Invoice Distribution
• Set the Narrative of a Distributed Invoice
• Syndicate Distributions to Investors
• Fund Distribution to Landlords

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
• Creating Schedules and Expenditure Budget

Job Management

• Job Creation
• Send Job Instruction Email
• Add a Contractor
• Job Management
• Jobs Module Modifications

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

Reports

• Statement of Accounts
• Company Tenancy Statement
• Exclude Nominal Groups from the Statement of Account Report
• Mid-term Report
• Vacant Units
• Credit Control Report
• Profit & Loss Report
• Aged Creditor Report
• Aged Debtor Report - Quarterly
• Tenancy Statement
• Tenancy Schedule
• Bank Account Balance Report
• NRL Annual Report
• MTD Report

Actions

• Action Options
• Assign an Action

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