Versions Compared

Old Version 5

changes.mady.by.user Fiona Hardy

Saved on

compared with

New Version 6

changes.mady.by.user Fiona Hardy

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Image Removed

Info

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

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


Info

Changing the receipt type will affect clearing times for the transaction


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"
labelsrec-from-state

Page Propertiesexcerpt
hiddentrue
Related issues

How to change individual transaction types in the Import Receipts from Bank Statement screen