Image Removed
| Info |
|---|
This guide has been reviewed against our global client base and classed as relevant to |
...
When importing a bank statement CSV file, the transaction type is taken from the details on the bank statement - the receipt will have a clearing period (determined by system configuration)
This article shows how to change individual transaction types in the Import Receipts from Bank Statement screen
From the Lettings/Rentals main menu, click Daily Accounts Processes: |
...
...
| Tip |
|---|
Changing the receipt type will affect clearing times for the transaction |
|
Related articles
| Filter by label (Content by label) |
|---|
| showLabels | false |
|---|
| max | 5 |
|---|
| spaces | com.atlassian.confluence.content.render.xhtml.model.resource.identifiers.SpaceResourceIdentifier@a45 |
|---|
| sort | modified |
|---|
| showSpace | false |
|---|
|
...
| reverse | true |
|---|
| type | page |
|---|
| cql | label in ( "rec-from-state" , "receipts" ) and type = "page" and space = "RW" |
|---|
| labels | rec-from-state |
|---|
|
...
...
How to change individual transaction types in the Import Receipts from Bank Statement screen |
