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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 |
When importing a bank statement CSV file, the transaction type is taken from the details on the bank statement - the receipt will have a clearing period (determined by system configuration)
This article shows how to change individual transaction types in the Import Receipts from Bank Statement screen
From the Lettings main menu, click Daily Accounts Processes:
- Select Import Receipts from Bank Statement
- On the required transaction, click Receipt type
- Options are displayed to allow the type to be changed
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Changing the receipt type will affect clearing times for the transaction |
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