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This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC, UAEall regions |
This guide covers how to receipt money onto the system through importing a statement, assigning to units, using auto-allocation and how to create postings.
1. Access option from main menu & select client account From the main menu:
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2. Import statement
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3. Link branch receipts The Link Branch Receipts screen may be displayed
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4. Receipts imported These payments can come from individual leaseholders/freeholder and can be shown in individual unit lines or in bulk (multiple receipts grouped together on one line)
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5. Accessing more detail
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6. Create postings Once all receipts have been assigned to units and allocated:
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7. Receipts posted Green ticks will be displayed next to the items posted
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Items just posted can be seen on the estate record - click Transactions to view |
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Related issues How to receipt money onto the system through importing a statement, assigning to units, using auto-allocation and how to create postings |