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A tenant can access details of transactions for their tenancy via the Consumer Portal MyAgency app - the transactions list can be filtered by date and/or type and the listed transactions can also be downloaded to a PDF file
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To do this, the tenant needs to access their tenant view first - as outlined here:
Access tenant view on the Consumer PortalMyAgency app |
1. Access transactions option From tenant view: |  Image Modified |
2. Transactions list All transactions for the tenancy are displayed in a list with the newest transaction at the top
Filter options can be used
(see step 3)
The Balance is shown below each transaction
Scroll to bottom of list to view the Balance for the month, showing figures for Total Incoming & Total Outgoing
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Image Removed |  Image Added Image Modified |
3. Filter option Transactions can be filtered by type and/or date Click Filter (top right of main screen shown in step 2)
Select required Transaction Type
and/or select Date Range Click a type to select it - only one type can be selected To select a range, click the first required date then the end date
Click Apply (bottom of screen)
To remove applied filters: |  Image Modified |
4. Download option The current list of transactions can be downloaded to a PDF file  Image Modified| Info |
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The list of transactions in the downloaded file reflects the list displayed in the |
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Consumer Portal app before choosing to download - i.e. if the list was filtered to show just invoices from September 2020, just those transactions will be transferred to the downloaded PDF file |
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Related articles
| Filter by label (Content by label) |
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| showLabels | false |
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| max | 8 |
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| sort | modified |
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| showSpace | false |
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| reverse | true |
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| cql | label = "consumerportalmyagency-tenant" |
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| Note |
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Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help |
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A tenant can access details of transactions for their tenancy via the Consumer Portal MyAgency app - the transactions list can be filtered by date and/or type and the listed transactions can also be downloaded to a PDF file |
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