Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: Version published after converting to the new editor


Info

This guide has been reviewed against our global client base and classed as relevant to all regions

This guide explains how to split a single receipt into multiple receipts

This can be useful for receipts received from Centrelink or Housing Benefit

1. Import the bank statement

Once the bank statement is imported:

  • Click (once) on the receipt that needs to be split into multiple receipts


2. Mark as a multiple receipt

  • Ensure the receipt is highlighted and then click multiple at the bottom

    You will now be able to see that you are able to manually enter the amount on multiple lines and match to different tenancies


3. Manually enter the details 

  • Enter the amount and match to the record as normal

  • Enter the next receipt details until the total

  • Complete the receipts from statement as normal

Filter by label (Content by label)
showLabelsfalse
max5
spacescom.atlassian.confluence.content.render.xhtml.model.resource.identifiers.SpaceResourceIdentifier@a45
showSpacefalse
sortmodified
reversetrue
typepage
cqllabel in ( "rec-from-state" , "receipts" ) and type = "page" and space = "RW"
labelskb-how-to-article

Excerpt
hiddentrue

Process to follow in order to split a single receipt into multiple receipts