Help for PM3s

Frequently asked questions –

A guide to PM3s navigation, eg, What is the horizontal button bar, the left hand menu etc

How do I end a Tenancy? Select the tenancy you wish to end, then click the ‘More’ function from the horizontal button bar on the ‘Tenancy details’ screen – The ‘End tenancy’ appears in a drop down list.

How do I delete a Tenancy? Select the tenancy you wish to end, then click ‘More’ from the top button menu of the ‘Tenancy details’ screen – ‘Delete’ appears in this drop down list – more help with this

How do I create a Tenancy report? Select the tenancy and then click the blue text link ‘Tenancy report’ in the Reports and Statements box. A report will generate and download onto your computer.

How do I create different landlord forms, such as Section 21 and Section 8 notices? Click ‘Forms’ in the left hand menu, then click ‘Add forms’. A box will appear that will enable you to select the property address, tenancy, and the form type using drop down menus. Once a form has been created it will be saved in your ‘My forms’ list, where using the small blue icons adjacent to each specific form, they can be emailed to others or downloaded onto your computer/device.

How do I edit the details on a form? Select the tenancy, using ‘Pick tenancy’ in the left hand menu. Click ‘Edit tenancy’ form the horizontal button bar, then Edit the details in the window that pops up, remembering to press the ‘OK’ button. NOTE: Any new version of the form will need to be generated before the changes are shown, to do this read – ‘How do I create different landlord forms, such as Section 21 and Section 8 notices?’ above.

Why are Rents (ORPs) are not showing – read more

How do I login to the older versions of the software – PM3 or PM2? The login page for PM3s also has text links to the login pages for PM3 and PM2, just click on these. Note: use the same login details to login to all versions ( Do not re-register)

How do I change my email or postal address? Click ‘Settings’ in the left hand menu – click ‘Name and address’ ( note any forms that have already been generated will not show this new address )

How do I change my password? Click ‘Settings’ in the left hand menu – click ‘Password’

I am missing some or all of my properties, so where are they? – Firstly, don’t panic. We’ve never lost anyones data. This situation almost always relates to confusion over multiple accounts. Check that you have logged into the correct account. If you are still finding it difficult to find your correct login details please email us and we will help you access your correct account.

How do I create repeat expenses? Click ‘Expenses’ in the left hand menu, from the drop down click ‘Multiple Expense’ – Add the expense details into the list, then click ‘Repeat’ from the horizontal button bar and select the start date and repeat period – more help with this

How do I close my account? Send an email to contact@propertyhawk with the title heading “Please close my account’. Note account closes need to be emailed using the email account that a user registered with, otherwise some additional security checks may be required.

More help

Basic navigation of PM3s – the software has three areas of navigation, a left hand ‘Function menu’ that include clickable counters, a ‘Title bar’ that includes address and tenancy name, and a ‘Button bar’ that runs horizontally at the top of the data screem – more explanation of this

52 Comments

Could you please advise how to attach / tag uploaded file so it shows up when we pick an address just as u can see outstanding rent etc details. Tnk u

Hi, if you name the file as something relevant then this will show in your overall docs list.

Help needed

I added a new address yesterday – 22 Gardner Rd Christchurch Dorset BH23 2DZ

I started a new inventory for this property and did quite a bit off work on it, but I can’t locate it this morning

I’m a bit panicked now. Can you help?

Many thanks
Julie Warren

Hi Julie, can you drop me an email and I can look into it. Don’t worry it wont be lost.

Hi Chris.o

All well with you?

I couldn’t find the first inventory so I started another one and completed it ( 22 Gardner Rd. Christchurch Dorset 8/9 Rooms.) Now I can only find 2. I know for sure I saved each entry. I must have done something wrong somewhere. Sorry Chis
Julie

Good thanks Julie. Jonathan will be in contact directly by email on your query. Kind regards Chris

Hi,

I’ve noticed on my self assessment export that I am missing my insurance payments and boiler cover. I did the monthly values into Cashflow and I assumed that it would calculate them.

Do I need to add them as expenses as I do for one offs?

Many Thanks,

Brad

Hi Brad, you will need to add them expenses to show them in your self assessment tax calculation. Cashflow is to illustrate your monthly cashflow from your investment activity to see whether your property portfolio is cash positive or negative. It’s a financial management tool not a record of actual accounts.

My landlord reminder emails under tasks section are not arriving anymore in our mailbox. I have checked all our emails addresses and they are correct and working. everything is generating ok otherwise.

Hi Joe, have you checked your spam folder. Let us know if you are still having a problem by dropping us an email.

Hi – my email reminder emails are not coming through for some reason – even if I try “send now”.
It says email sent to paul.piscina@icloud.com but nothing arrives

I have no tenancy at an address but property hawk shows a rent amount on cashflow, deleted any tenancies for that address even though that didnt work….

Is there anyway to change the currency from GBP?

Cannot access tax year 2018-19 data, all other years working. Tax Year Accruals Cash
Fetching data for 2018 Cash

Please help, all my figures are entered its just not fetching 18-19 tax year, which is the one I need to complete tax deadline by 31 Jan 2020.

I have sold a property on 31 Jan 2020 that was solely on my name. Is there any way that I can assign/gift £12k of capital gains to my wife now so that she too can take advantage of capital gains tax allowance?

Hi All
I wonder if you can help with the following,

I have a tenant who has a regular monthly rent. Aside to this my tenant owes a one-off maintenance fee. How can I record the one-off maintenance fee in PM3?

If I can record the one-off maintenance fee in PM3 is it possible for the software to not take future recurring rents and use them to pay off the one-off maintenace fee?

Your email address on this form is incorrect.

Which form are you referring to?

When a tenant leaves but owes rent and I have ended the tenancy then I claim the deposit back, how do I enter this deposit as paid and also any additional payment they make to their balance owing?
So when I create a final statement it shows these payments.

Thanks

Hi If you sign up for the forum we can deal with specific questions there.

Hi, how can I write outstanding rents off? Thanks

Hi Keith, even if they have not been paid the debt & obligation still exists. To get rid of the rent obligation you could delete the rent request.

how do i delete the rent request

Hi propertyhawk,
How do I create an historic tenant, from April 2015 to April 2016 without PM3s creating ORPs due until today?

Historic tenancy created when a tenancy is ended.

can someone please direct me to the inventory template form as i cant locate it. I have registered and input tenancy information but cannot find the template for the inventory

You just need to create an inventory form using the software

Can I enter meter readings and if so how?

Hi Andrew you can add meter readings at the start of the tenancy by way of the property inventory / schedule of condition. There is a section under expenses to add in a utlity provider.

By deleting a tenancy, you also lose all the rents received, which may not show for tax purposes. How could we retain the rents received from a tenancy on the system but can delete the tenancy?

Why do you need to delete the tenancy if it existed. Just bring it to an end and leave it on the system.

How do I increase rent on existing tenancy in the software

Probably the easiest is to start a new tenancy otherwise you will have to edit each of the payments showing the higher rent.

Hi, I am new to this site, firstly want to say how fantastic is the software, very comprehensive. I have been filling the details and I still get confused with various categories, does anyone have example list of expenses v categories eg travel expenses, Windiw cleaning, service charges, roof repair, EICR, check in /out, remortgage fees etc. I have had a look at HMRC site but it’s not clear.

All those you mentioned are allowable. Don’t get too hung up with which category as it to a large degree is an accademic excercise. HMRC are only bothered that they are legitimate revenue costs.

hi can I change the rental payment date away from the default one (which is based on the start date of the tenancy that I inputted?

The date when the rent is legally due is set by your tenancy agreement. You may decide by mutual agreement to accept payment earlier or later but the date on PM3s is set by the agreement.

Is there a way to print out the tenancy agreement without the sponsored logo of Oven cleaning on it?

Could you please email me to let me know how to unsubscribe from property hawk.

I am trying to access the portfolio of an account on PH, and I have the correct log in details but when I do it it takes me to the account and I can see the details of the person who set it up but there is no data about the 5 properties! Yet when the person who originally set it up (the landlord) logs in he sees his information
We are both logging on with version 3.
A colleague also tried to access info and got the zero data screen. We urgently need to access and don’t want to go through the process of me starting a new account and then landlord downloading all docs so that I can then upload them into a new account as this might cause duplication and confusion. Can you please help me solve this urgently ?

How can I edit the Deed of Guarantee?
When printed out, the address shows the property address & postcode, and also my home postcode.
I dont have a PDF editor

hi just started using this. tenant start was 2014 and it puts todays date as having received rent. I went through and manually changed all dates for the 8 years , clicked on save at top … it said error has not saved anything and got to do it again, or will any tax sheets just take 21/22 details if I leave todays date as received for all rent received ? or will it take it that I have received 8 yrs rent all in this tax year

How do I add a part-month rent following acquisition of a property with tenant in situ?

Hello,

Is there any way the context of reminders could be edited?
As I want outstanding rent balances of every tenant separately and not aggregate.

Hi PropetyHawk,

I have registered. Many thanks.

Can I ask a few questions below?

1. Could propertyhawk handle 1) tax computation 2) :&L and 3) balance sheet? Alternatively, could propertyhawk handle tax computation only?

2. Could propertyhawk send the annual accounts to both HMRC and Company House?

Many thanks.

How do I add extra Landlords – need 4 entries.
unable to edit fields to add two extra names?

My April rent shows an incorrect amount received. How do I correct it or delete? Can’t see a way of doing this.

Hello, I hope you can help. I only now have one property rented. The rent ORP is not working. the tenancy details are as follows : Tenancy
Tenant(s) James Taylor
Start Date 14/6/2021
Term 360 Months
Status Current
End Date
Expires
Move Out
Rent 625.00 Monthly
Outstanding Paid Up
is the problem something to do with these settings

The tenant is not leaving and is happy to continue.

I’m having difficulty downloading an annual tax report. I’ve tried sending it via email and it’s not worked. I used to be able to sent it to the summary page and download it from there, but I can no longer see how this can be done.

Are you able to assist please?

I have a tenancy agreement of £1,600 pcm for a property that is let through a letting agent. The letting agent deducts £192 pcm for their fees. That means I only receive £1408 pcm from the agency. If I set the tenancy agreement as £1600pc, but then I only record that I receive £1408 there will be an outstanding £192. Even if I record this £192 as an expense it will still show as an outstanding rent. Please help me how to record properly