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

This page explains how to assign unallocated receipts to another party


1. Assign receipt to another party

From the Transactions screen:

  • Right-click the transaction and select Assign receipt to another party



2. Enter the amount

  • Enter the amount of funds to reassign

  • Click Accept

3. Select the recipient type and confirm the transfer

  • Select Tenant, Landlord or Supplier

  • Click Accept

    Search for the recipient record 

  • Select the recipient record and confirm the transfer

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How to assign unallocated receipts to another party