Versions Compared

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

...

all regions

This page explains how to assign unallocated receipts to another party

1. Assign receipt to another party

From the Transactions screen:

  • Right-click the transaction and select Assign receipt to another party

...

Image Added

2. Enter the amount

  • Enter the amount of funds to reassign

  • Click Accept

...

Image Added

3. Select the recipient type and confirm the transfer

  • Select Tenant, Landlord or Supplier

  • Click Accept
    Search for the recipient record 

  • Select the recipient record and confirm the transfer

...

Image Added

Filter by label (Content by label)
showLabelsfalse
max5
spacescom.atlassian.confluence.content.render.xhtml.model.resource.identifiers.SpaceResourceIdentifier@a45
sortmodified
showSpacefalse

...

reversetrue
typepage
cqllabel in ( "corrections" , "receipts" ) and type = "page" and space = "RW"
labelsclientaccts

...

Excerpt
hiddentrue

...

How to assign unallocated receipts to another party