Software overview

➡️ Dashboard
➡️ Properties
➡️ Personal Cash
➡️ Bookkeeping
➡️ Files & Reports
➡️ Your company

Dashboard

This is your personalised dashboard of important reminders and alerts. It's where we'll help you get started, keep you informed, and ensure you stay up to date with your finances.

Properties

Here you can manage your properties. This includes not just properties you already own but also those you're considering for purchase.

Entering the property details here allows you to track any costs your incur and your property's value over time.

To add a property, click 'New' and fill out the relevant details.

Once added, you can see:

• The property details

• Any transactions linked to this property

• Add any property valuations

• Mortgages and loans linked to the property

• The property status under 'Purchase and sale'

Personal Cash

Expenses - Here you can add any business expenses that you've paid for personally e.g. if you paid us a fee to set the business up, you will have had to pay for it personally. Add the date, description, amount and category. These expenses will then sit here as owed back to you whenever you have the funds available in the business and would like to repay them.

Loan accounts - View the balance of any director or shareholder loan accounts.

Dividends - Raise shareholder dividends in tis section. Click here to learn more.

Bookkeeping

Bank accounts - This is where you categorise your transactions to ensure your income and expenses are recorded correctly. Staying on top of your bookkeeping is essential to accurately prepare your tax returns.

You'll see a list of your bank accounts along the top of the page.

To complete your bookkeeping, click 'Categorise X transactions'.

Tip: You'll need to reauthorise the connection every 90 days due to SCA requirements. It's really important as, if the connection is lost, fees will apply to reconnect.

You can use the drop-down menu to select the relevant transaction types and categories or you can use the search bar and the software will highlight suggestions.

You'll also see a grey box at the bottom with tips and explanations to help you choose the correct category.

Letting statements - You can view and reconcile the letting statements (also known as agent statements) you have received from your agents.

Learn more about recording letting statements here.

Files & reports

Here you can find all the important documents you upload in one place.

If you have chosen us as your registered office, you'll also find any documents we receive on your behalf right here.

Your company

Company information - This is where you can see an overview of your company information.

If you need to make any changes to your company details, such as its name or address, you'll need to make these at Companies House first. Once confirmed, let us know and we can update them in the software.

People - Here you can view a list of directors and shareholders, including their shareholdings. If you need to make any changes, let us know.

Billing - This is where you can update your payment information at Provestor. If you need to change this to your business card, add your business card details and ensure you remove your personal card details before saving.