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This guide has been reviewed against our global client base and classed as relevant to

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all regions

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

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a statement reference for a tenancy to be created

From

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main menu:

  • Click Lettings/Rentals

  • Click Daily Accounts Processes and select Import Receipts from Bank

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  • Statement

Match statement item against the correct tenancy:

  • In the Tenancy column, click the address

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  • - the Tenancy Detail window will open to the left

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  • Click address to view tenancy detail.pngImage Added

From the Tenancy Detail screen on left:

  • Right-click over Statement reference field and select Paste current reference

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  • Paste current ref menu option.pngImage Added

  • The reference is entered into the Statement reference field and will be remembered for future payments

    Ref pasted.pngImage Added

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