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

A configuration option is available which allows branch receipts to be linked to a bank statement

A branch receipt is when a tenant or landlord has made a payment to you in the office or over the phone and this receipt has been recorded in the system - until the branch receipt is confirmed as being received in the bank, you are unable to pay this money out of the system - when the receipt appears on the bank statement, you can then link the receipt

To enable this configuration option, click here to contact Reapit Support 

1. Receipts from Bank Statement

Click Lettings/Rentals on main menu:

  • Click Daily Accounts Processes and select Import Receipts from Bank Statement
    If you have un-linked branch receipts, the Link Branch Receipts screen will open when you first import the bank statement - if not:
  • Click Link Branch Receipts

2. Link receipts

  • Select the bank receipt on the left side of the screen
  • Use the paperclip icon to link the bank receipt to the Unlined Branch Receipt 
  • As you link each receipt it will move to the Linked Branch Receipts section

3. Linking unknown receipts

If the receipt was previously marked as unknown:

  • Click Statement Items

  • Select Show items marked as Unknown Receipts


4. Link branch receipts

If the amount received into the bank is made up of multiple branch receipts in the system:

  • Select each receipt on the right side of the screen
  • Once the items have been linked, they will show in the Linked Branch Receipts section
    When the totals match, this will be confirmed in green

Once all branch receipts have been linked:

  • Click Post 

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