Can anyone direct me to any help files regarding how to use the form AI Bot, please.
I “ask a question” but no response!! Nothing seems to get triggered.
Screen shot gives an idea of the problem, I think.
What did you ask?
Thank you both for troubling to reply.
The link provided by Syed takes me to the Chatbot, accessible via the main menu. I have been successfully using this when it is not in creative mode, or not dredging up obsolete features to suggest.
A previous poster suggested me using the AI Bot accessible only from the forum menu ( has a space invader icon). It is this that I struggle with.
Joe, my questions are similar/same to the ones I ask the Main Menu Bot. See screen shot.
Listed down the left hand side are my previous, futile attempts.
If I click on the [untitled AI bot PM] bit, it opens a new dialogue box and off we go again! No answer given.
I assume there really are two bots, else I’ve been duped yet again!!
@muffin works fine for me.
Chat bot reply :
Got it. Here’s a simple, clean way to collect one property’s rent and distribute it quarterly to four landlords pro‑rata in Manager.
Step 1 — Set up where you’ll hold landlord balances
- Create a custom liability control account, e.g., “Landlords’ funds (payable).” Settings → Control accounts → New control account → Type: Special Accounts → assign it under Liabilities. (manager.io)
- Enable Special Accounts, then create one special account per landlord (e.g., “Landlord A,” “Landlord B,” etc.) and set their Control account to the one above. (manager.io)
Optional: If you’ll manage more properties later and want separate statements by property, add a Division for each property and assign receipts/payments to the relevant Division. (manager.io)
Step 2 — Record rent from the tenant
- If you issue an invoice to the tenant: create a Sales Invoice to the tenant and set each line’s Account to the appropriate landlord’s Special Account (or split to all four according to their percentages). This credits the landlords’ liability instead of your income.
- If you don’t invoice: use a Bank Receipt. Split the lines by the landlords’ percentages to their Special Accounts. Add an extra line for your management fee (Account: a revenue account, e.g., “Management fee income”) if you deduct it before payout. Receipts are recorded in the Receipts tab. (manager.io)
Example split (say rent = 10,000 and shares A/B/C/D = 40/30/20/10):
- Bank Receipt total: 10,000
- Line 1: Account = Landlord A (Special Account), Amount 4,000
- Line 2: Account = Landlord B (Special Account), Amount 3,000
- Line 3: Account = Landlord C (Special Account), Amount 2,000
- Line 4: Account = Landlord D (Special Account), Amount 1,000
- Optional Line 5: Account = Management fee income, Amount = your fee
Step 3 — Pay landlords quarterly
- When it’s time to distribute, create Bank Payments to each landlord. For each payment, set Account to that landlord’s Special Account. This reduces the liability you hold for them. (manager.io)
Notes and options
- Opening balances (if you’re migrating mid‑year): enter a Starting Balance for each landlord’s Special Account under Settings → Starting balances → Special Accounts. (manager.io)
- If you also need to track the tenant as a Customer for statements or arrears, keep using Customers for AR, but make sure the invoice lines still point to the landlords’ Special Accounts, not to your income. (manager.io)
- Multiple properties: add one Division per property to produce Balance Sheet and P&L by property; your Landlords’ funds control account and each landlord special account can be assigned to a Division if you segregate balances by property. (manager.io)