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Sage Tours

Tours for Landlord Manager for Sage

Please select a task below to view one of the detailed video tour guides of our new Sage software.

Product Overview Tours
Property Finance		This tour demonstrates how Landlord Manager presents your Sage data in a suitable format for Landlords. View powerful reports such as Nominal by property, Rent forecasting, Equity and Yield, Mortgages and much more
Preview of Landlord Manager for Sage		This short tour will demonstrate how Landlord Manager integrates seamlessly with Sage accounts. The tour will guide you through creating a property record then creating a tenant record that will then raise transactions into Sage. Finally expenses will be entered into Sage to outline the property’s profit and loss report in Landlord Manager
Using Landlord Manager with your existing Sage Data		This tour is a must see if you already use Sage to record your property finances. It will demonstrate how Landlord Manager will use your existing data by creating property records from your department codes and importing your suppliers and customers into contacts.
Property Management
Create a new property		This tour will demonstrate how to create a new property in Landlord Manager for Sage linking it to a new or existing Sage department code.
Property Management		This tour demonstrates how to record insurance policies, safety inspections, contracts and utilities.
Tenancy Life cycle
Tenancy Life Cycle Part 1 - Application to Rent		This tour demonstrates how to create an applicant record then record an application to rent on an interested property. The tour will also include how to print reference letters and raise an admin fee in Sage. Please note this feature can be bypassed when creating tenancy records for existing tenants or where you do not carry out reference checks.
Tenancy Life Cycle Part 2 - Create a tenancy record		This tour demonstrates how to create a basic tenancy agreement and saving it into a PENDING state where it can be activated once it has been confirmed. Please note changes can be made to all fields whilst the tenancy is in this state.
Tenancy Life Cycle Part 3 – Activating a tenancy record		Once we are happy with our agreement we can activate it. This will then create a charging schedule for the term of the agreement and will also give you the option to post first month’s rent and deposit into Sage. This tour will also give you a quick preview of our very easy to use built in MS word compatible word processor by demonstrating how to print a tenancy agreement at a click of a button.
Tenancy Life Cycle Part 4 – Move the tenant in		This process is carried out the day the tenant moves into the property. Any checklist items you have created for this state will be added to the list such as issuing keys, recording meter readings and printing an inventory report etc. Please note all checklist items can be amended to suite your business requirements.
Tenancy Life Cycle Part 5 – Renew an agreement		This tour demonstrates how to renew a tenancy agreement either on a periodic basis or on a fixed term.
Tenancy Life Cycle Part 5&6 – Move the tenant out and Complete		The tour demonstrates how to move the tenant out, record the forwarding address and carry out check out procedures such as inventory lists, booking in keys and recording final meter readings.
General Movies
Benefit Agreement		This tour will demonstrate how Landlord Manager can manage housing benefit agreements by using two Sage customers - one for the housing association and the other for the tenant
Easy to use Sage		This tour will demonstrate how easy it is to use everyday functions in Sage. It will show you how to receive rent and enter a property expense. The tour will then demonstrate how easy it is to amend your mistakes and even delete transactions
Service Charge		This tour will demonstrate how Landlord Manager for Sage can manage simple service charges and optionally produce an invoice for the tenant
Mail Merge		This tour will demonstrate the powerful built in MS word compatible word processor and how to create mail merge templates that can be used over and over again.