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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/Rentals 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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