Q: What does "Pay People In Credit" mean in agentOS?
A: "Pay People In Credit" is where you process payments to landlords and contractors who are owed money. When tenants pay rent, that money sits in your client account until it's time to pay it to the landlord (usually monthly). The "Pay People In Credit" function generates payment instructions for everyone who has a positive balance—money you need to pay them.
Q: How do I process my first landlord payments in agentOS?
A: Navigate to "Pay People In Credit" in the Client Account section. You'll see a list of payees with their balances. Review these balances, and if you need to check any details, you can click into individual profiles. Select the relevant payees you wish to pay—but exclude "Funds Unallocated" (we'll explain what that means shortly). Choose your payment type, add a description for this payment batch, then download and save the paying-in slip. When you're new to agentOS, you may want to have someone review your first few payment runs before you submit them.
Q: What is "Funds Unallocated" and why shouldn't I pay it?
A: "Funds Unallocated" represents money in your client account that hasn't yet been allocated to a specific person or purpose. You should always exclude this when selecting payees for payment, because it's not actually owed to anyone yet—it needs to be allocated first. If you're new to agentOS and unsure about any balance, check with a colleague or contact Support before including it in a payment run.
Q: I can't see a landlord I was expecting to pay—what should I check?
A: This can happen for several reasons—they might not have any money to be paid, or there might be a setting issue. Please refer to the "Landlord Missing from Pay People In Credit" troubleshooting article for specific steps to diagnose the issue. If you're new to agentOS, it's also worth checking with a colleague whether that landlord is normally paid via "Pay People In Credit" or through a different method.
Q: How do I send my first statement to a landlord in agentOS?
A: Go to Office, then Post Bag, then select "Authorise Statements". You'll see statements that are marked for email delivery—these are ready to be sent. Select the statements you want to send, then authorise them. When prompted, choose the sender email address (this will depend on your organisation's email setup). The system will then send the statements to the landlords. When you're new to agentOS, you may want to check with a colleague about which statements to send and when.
Q: When should I send statements as part of my daily routine?
A: Statement sending is typically done after you've processed payments but before the end of the day, so landlords receive their updated statements showing recent activity. The specific timing will depend on your organisation's processes. Some organisations send statements daily, others weekly or monthly—check your internal procedures for guidance.
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