How do I set up or adjust a landlord float in agentOS?

A landlord float allows you to hold a minimum balance in a landlord's account — for example, to cover anticipated maintenance costs. Once a float is in place, the system works to keep the account at the specified balance.

Setting or adjusting a float

1. Open the landlord's record in agentOS.
2. Click Actions > Adjust Float.
3. The Adjust Float screen shows:
   • The current float balance
   • The existing minimum float amount (or the company default if no custom amount is set)
4. Enter your desired amount in the Custom Float Amount field.
5. Save the change.

The system will then retain that balance in the landlord's account, only releasing funds when maintenance deductions are carried out, or when maintenance deduction refunds or rent refunds are processed.

Removing a float

To remove a float entirely, follow the same steps but set the Custom Float Amount to 0. This will release any funds currently being held.

Manual Float Refunds

If you need to temporarily release money from the float account before the system would normally do so, you can use a Manual Float Refund. To do this, go to the landlord's record > Actions > Manual Float Refund.

Once a manual float refund has been processed, the account will be topped back up to the custom float amount when further credit comes into the landlord's main account.

Note: There is generally no reason to make a journal entry in or out of the float account — the above actions are designed to handle everything you need. If you feel you do need to make a journal entry to the float account, please contact support before doing so.

If you need further assistance, contact support at support@agentos.com.