Change receipt type (in receipts from statement)

Owned by Fiona Wilson, created
Last updated: Mar 06, 2023
1 min read

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

When importing a bank statement CSV file, the transaction type is taken from the details on the bank statement - the receipt will have a clearing period (determined by system configuration)

This article shows how to change individual transaction types in the Import Receipts from Bank Statement screen 

From the Lettings/Rentals main menu, click Daily Accounts Processes:

  • Select Import Receipts from Bank Statement 

  • On the required transaction, click Receipt type 
    Options are displayed to allow the type to be changed

Changing the receipt type will affect clearing times for the transaction