Page Comparison

1. Access Unallocated Tenant Receipts screen 

From the main menu, click Lettings/Rentals:

• Click Daily Accounts Processes and select Unallocated Tenant Receipts
  This screen shows all tenants that have monies held on account that have not yet been used to pay an invoice

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2. Auto allocate

When a rent invoice is due, the screen will prompt you to allocate funds to the next invoice

• Tick Auto allocate 
  The system will use the money to pay the oldest rent invoice first

• - the exception is if the amount of the receipt exactly matches the amount of an outstanding non-rent invoice

• To view a record, right-click and select Show Tenancy

• Double-click to manually allocate the receipt and create postings to override the system default allocation
  If there are no outstanding invoices, the money will remain on the tenant ledger/account until there are invoices raised, then the funds can be allocated as part of this daily process

• Click Post to allocate the receipts to the invoices shown