How to add float money for a property
How to add float money for a property
How to add float money for a property To add a float please follow the steps below. A float is added against a specific property but when creating settlements you can choose to pull that float money into another property (provided it is owned by the ...
XERO - How to add new tracking categories for XERO integration
Step 1 Find in XERO Step 2 Add/Edit your categories Step 3 In COHO, navigate to the XERO connection and pull the tracking options again Step 4 Navigate to the tracking categories mappings Step 5 Configure the tracking categories on an owner, ...
Management Commission > Penny Rounding Error
Management Commission → Penny rounding error In COHO when payments are associated against a specific rent charge the management (managed properties only) commission fee is created for this specific amount associated. This allows great flexibility as ...
Open Banking Split Bank Transaction
Step 1 Find the transaction to split n the Transactions panel and click MANUAL Step 2 Find the 1st tenancy, and then click on the EDIT button Step 3 Change the amount for the 1st portion Step 4 Repeat the process for the 2nd portion You will notice ...
Financial Item → Reversing a supplier charge
Your tradesman sent you an invoice for £350, and you’ve sent this on to a property owner. They reviewed it and due to their large portfolio considered it all agreeable. However, what you were not aware of is that this property owner pays his ...
XERO Integration - Mapping Rent Book charges of type OTHER to custom chart of accounts
Currently this is not supported through the platform. The only work around is for the client to manually do this with £0 balance invoices to move money from one chart of account to another. See the guide below. Preparation Create a suspense/clearing ...
I am using the open banking feature but it's stopped pulling transactions through to COHO. Why and how do I resolve this?
Our Open Banking Rules require connections to be reconnected every 3-6 months, depending on the bank. To resolve this, navigate to the 'Transactions' panel on your account and click the settings cog in the right hand corner. You will then see a ...