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Several configuration options are A new configuration option is available as part of this update (see information below)
To request for any of these options this option to be enabled on your system, click here to contact Reapit Support

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Performance updates have been applied to ensure the function runs more efficiently in the background and also that the information shown within the import receipts from bank statement screen loads quicker
The import receipts from bank statement screen has been updated to assist usability
New configuration options have been developed which:
Only match a statement item using a payment reference (held in Reapit)
Prevent saving when a payment reference is not unique

Assign users to a statement item

All three of the configuration options listed here are

A new configuration option is available which allow users to be assigned to a statement item
This option is disabled by default

This guide covers all the updates outlined above:

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1. Display items to assign or unassign

Tip

When needing to assign & unassign statement items, all items currently on display on the current page in the import receipts from bank statement screen will be assigned to the selected user/negotiator (or unassigned)

Therefore, the first step is to ensure you are displaying the items you wish to assign/unassign before choosing the assign/unassign option

From import receipts from bank statement:

Display the items you wish to assign or unassign using the Assigned to filter menu and/or the Items in page field to
- To change the Items in page, enter the required figure and press tab (on keyboard) to refresh the screen
Click Assign then select Assign items or Unassign items, as required
See next steps

2. Assign displayed items

The screen should display all items you wish to assign (as outlined in step 1):

Click Assign then select Assign items
Select the user to assign the items to and click Select
A pop-up message is displayed to confirm how many items are being assigned and who to, click Yes
If the items are already assigned to another user, this will be overwritten with the newly selected user
A pop-up message may be displayed to highlight that you have not posted receipts for the items, if you wish to continue to assign, click Yes
Click Yes to assign the items to the selected user

3. Unassign displayed items

The screen should display all items you wish to unassign (as outlined in step 1):

Click Assign then select Unassign items
Select the user to assign the items to and click Select
A pop-up message is displayed to confirm how many items will be unassigned, click Yes
A pop-up message may be displayed to highlight that you have not posted receipts for the items, if you wish to continue to unassign, click Yes
Click Yes to unassign the items

Match imported receipts strictly on payment reference - configuration option

Info

When this configuration option is enabled, in order for a statement item to match, the description of the statement item has to exactly match a payment reference in the system

This update has a huge impact on performance as the amount of background queries required in order to carry out the statement item matching process is drastically reduced

This configuration option is disabled by default
To request for it to be enabled, click here to contact Reapit Support

Tip

The ability to enter a payment reference for a tenancy, tenant, landlord or Direct Debit is already available on the system in the following locations

This is the reference used by the match imported receipts strictly on payment reference configuration option therefore, if you wish to implement this feature, you need to ensure that your payment references are entered and are unique - if more than one match is found for the reference that is entered against a statement item, then it won't match in the window and it will need to be assigned manually
e.g. if two tenants have the same reference, they will not automatically match in Receipts from Statement, and instead will need to be matched manually

A unique payment reference needs to be entered in the following locations for a tenancy, tenant, landlord or Direct Debit, as follows

Tenancy

Access tenancy and click Financial & Extensions tab
Enter Payment reference
This field should be used if the reference is used by all tenants - if not, individual tenant references should be used instead (see Tenant section below)
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Note

The exclamation mark to right of field in the example above, indicates that the payment reference in use is not unique

This is just a warning flag - however, if the configuration option outlined in the next section - Prevent save when payment reference is not unique - is enabled, the record cannot be saved until the payment reference is changed

See next section for more information

Tenant

Access individual tenant record
Enter Payment reference
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Landlord

Access landlord record
In Landlord’s Properties panel, right-click required property and select Add/Edit payment reference
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Enter Payment reference and click Accept
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Direct Debit

Access Manage Direct Debits screen
Enter Reference
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Prevent save when payment reference is not unique - configuration option

Info

When this configuration option is enabled, in order to save a record where a payment reference has been entered, the payment reference entered must be unique

This configuration option would only usually be used when the configuration option outlined in the previous section - Match imported receipts strictly on payment reference - is enabled, although it is not compulsory to use both options

This configuration option is disabled by default
To request for it to be enabled, click here to contact Reapit Support

When a payment reference is not unique:

A exclamation mark is displayed beside the payment reference
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Tip

The duplicate reference must be changed to a unique reference in order to save the record

If duplicate references already existed on the system they will remain (flagged as duplicates) and will continue to remain with the duplicate reference if no changes are made to the record
Once changes are made, the requirement to change the duplicate reference will be flagged

Versions Compared

Old Version 6

New Version Current

Key

Match imported receipts strictly on payment reference - configuration option

Prevent save when payment reference is not unique - configuration option

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