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This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC, UAE

This article outlines a shortcut option in the Import Receipts from Bank Statement screen which allows you to create a statement reference for a tenancy


From the Lettings

 

/Rentals main menu, click Daily Accounts Processes:

  • Select Import Receipts from Bank Statement - match statement item against the correct tenancy

  • In the Tenancy column, click the address
    The Tenancy Detail window will open to the left of the Receipts from Statement screen
    Image Modified

  • In Tenancy Detail, right-click Statement reference and select Paste current reference
    Image Modified
    The reference will be remembered for future payments


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