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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

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2. Enter the amount

  • Enter the amount of funds to reassign

  • Click Accept

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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

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How to assign unallocated receipts to another party