Copy current bank reference to create statement reference

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

The reference will be remembered for future payments

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