Page Comparison

1. Access import receipts from bank statement screen

From Lettings/Rentals on main menu:

• Click Daily Accounts Processes and select Import Receipts from Bank Statement

Image Modified

2. Pages & changing the number of items shown in each page

Statement items are now presented over multiple pages:

• This update means that the screen can load quicker, as it is no longer attempting to present all items when launching the screen

• Use the forward/back and skip to end/start buttons (bottom right) to scroll through each page

• Items in page allows the number of items shown on the page to be changed

  • This limit is stored against the logged in user and is remembered when the page is re-loaded

  • Enter the required figure and press tab (on keyboard) to refresh the screen

Image Modified

3. Display options

• Display options are now offered in a drop-down menu (rather than listed on screen)

• When selecting By Date, the date field is shown and can be changed

Image Modified

4. Import button

The Import statement link (previously shown top right) is now an Import button (bottom right):

• Click to select file to import

• Right-click for Reverse statement import option

Image Modified

5. ‘Assigned to’ filter option

The Assigned to filter option allows statement items to be filtered according to who they are assigned to:

• Assigning statement items is a new configuration option which allows authorised users to assign statement items in bulk to selected users or themselves
  See next section for more information on this configuration option, including how to assign & unassign statement items

• When statement items are initially imported to receipts from statement they are unassigned
  i.e. they are not assigned to a specific user/negotiator

• The default view in the receipts from statement screen is to show all items that are both assigned and unassigned - use the filter menu options to view items assigned to the currently logged in user, to a specific user/negotiator or just view unassigned items

Image Modified

6. Negotiator grid column

The negotiator column is related to the new assign functionality outlined in step 5 above

• A Negotiator grid column has been added (far right) and displays who each item is assigned to

• Blank indicates the statement item is currently unassigned

  Image Modified