Versions Compared

Old Version 2

changes.mady.by.user Fiona Hardy

Saved on

compared with

New Version Current

changes.mady.by.user Fiona Hardy

Saved on

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

...

a statement reference for a tenancy to be created

From

...

the Lettings/Rentals main menu,

...

click Daily Accounts Processes:

...

  • 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

...

  • Image Added

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

...

Tip

The reference will be remembered for future payments

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 ( "rec-from-state" , "receipts" ) and type = "page" and space = "RW"
labelsreceipts rec-from-state

...

Excerpt
hiddentrue

...

Shortcut option in the Import Receipts from Bank Statement screen which allows a statement reference for a tenancy to be created