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

This article outlines a shortcut option in the Import Receipts from Bank Statement screen which

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a statement reference for a tenancy to be created

From

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the Lettings/Rentals main menu,

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click Daily Accounts Processes:

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  • Select Import Receipts from Bank Statement - match statement item against the correct tenancy

  • In the Tenancy column, click the address
    The Tenancy Detail window will open to the left of the Receipts from Statement screen

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  • Image Added

  • In Tenancy Detail, right-click Statement reference and select Paste current reference
    Image Added

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Tip

The reference will be remembered for future payments

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Excerpt
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Shortcut option in the Import Receipts from Bank Statement screen which allows

...

a statement reference for a tenancy to be created