How do I process my first landlord payments?
Navigate to "Pay People In Credit" in the Client Account section, review balances, select payees (excluding "Funds Unallocated"), choose your payment type, and download the payment slip before submitting.
To process your first landlord payments in agentOS, follow these steps:
- Navigate to "Pay People In Credit" in the Client Account section
- You'll see a list of payees with their current balances
- Review these balances—if you need to check any details, you can click into individual profiles
- Select the relevant payees you wish to pay
- Important: Exclude "Funds Unallocated" from your selection (this represents money that hasn't been allocated to a specific person yet)
- Choose your payment type
- Add a description for this payment batch
- Download and save the paying-in slip
When you're new to agentOS: You may want to have a colleague or manager review your first few payment runs before you submit them. This helps ensure you're following your organisation's processes correctly and haven't missed anything important.
If you encounter any issues or have questions, contact support@agentos.com.