In order to be able to keep track on which owner(s) still need to update their data, you can use the Seller validation report.
Go to Agency > Seller validation.
Please note:
An owner needs to have had a category selected in Agency > Edit owner > section Seller information > DAC7 categrory at least once in order for this owner to be showing in this report.
Even when the entry is later set to Select again.
There are different filter options to choose from in order to only show required owners and/or to limit the number of entries that will be shown.
This option allows to search for the name of a specific owner. This can be either the first or last name.
As soon as something is being entered into the search field the system starts searching. Hitting the Enter key on your keyboard is not required.
Examples:
- owner Catkins Masey
- there is no data missing for this owner
- no filters are selected
Please note:
If you are searching for an owner by name and also have set a filter, the owner might not be showing as the filter is excluding them from the search results.
Example:
- owner Catkins Masey
- there is no data missing for this owner
- Missing data filter is selected
As there is no data missing for this owner, the search result doesn't show anything.
All filters from 2) to 5) will be showing either Missing data or an empty space in the Required data column.
When selected a green rim and writing will appear.
Only sellers, where the category is still missing will be showing in the list of results.
Please note:
If you have owners setup for e.g. Booking Fees etc. they should have the category Not required for DAC7 selected rather than leaving it blank.
If left blank, the system will assume that data is being missing. Which is turn could distract from actual (real) owners missing required data.
When selected a green rim and writing will appear.
If there is any data missing from the owner / seller they will be showing when this filter has been selected.
Please note:
Active as well as archived owners will be showing in the search results.
There is no option to not show archived owners.
When selected a green rim and writing will appear.
With this option selected all owner / sellers will be listed, for which data has not been verified.
If there is no data unverified any longer, the list will be empty.
Please note:
Missing data is not classes as unverified.
This means you can have several owners / sellers with missing informarion, but they will not appear when this filter has been selected.
When selected a green rim and writing will appear.
All owners / sellers, who have been selected as not being required for DAC7 will be listed.
You will see the virtual owners in the listing. The owners that have been set up to keep track e.g. Booking Fee etc.
Any foreign owners, who reside as well as only have properties outside the UK will be coming up when using this parameter.
When selected a green rim and writing will appear.
Only owners / sellers for which all data has been added and verified will be showing with this filter selected.
When you have set up owner groups, you can filter for specific owner groups to see, who within the owner group has still issues with their data.
If you have a large number of properties, it will be advisable to limit the number of properties showing. Otherwise it might take a rather long time, before SuperControl can display all relevant entries.
Please note:
These are set numbers per page that cannot be changed.